EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

58 hedge funds and large institutions have $79.7M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
8
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.48M
2
ClearBridge Investments
ClearBridge Investments
New York
+$1.37M
3
Morgan Stanley
Morgan Stanley
New York
+$813K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$448K
5
AAM
Advisors Asset Management
Colorado
+$406K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$1.83M
2
WAM
Wolverine Asset Management
Illinois
-$1.81M
3
QC
Quantedge Capital
Singapore
-$1.39M
4
RCM
Rivernorth Capital Management
Florida
-$738K
5
6M
6 Meridian
Kansas
-$519K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$453K +$453K +24,259 New
RJA
27
Raymond James & Associates
Florida
$449K -$192K -10,286 -30%
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$434K -$8.58K -459 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$407K -$90.6K -4,851 -18%
CF
30
Centaurus Financial
California
$403K – – –
KWM
31
Kingsview Wealth Management
Oregon
$312K -$742 -39 -0.2%
MIG
32
Mariner Investment Group
New York
$309K +$309K +16,550 New
UBS Group
33
UBS Group
Switzerland
$303K -$52K -2,781 -15%
Invesco
34
Invesco
Georgia
$249K -$103K -5,520 -29%
SPIA
35
Steward Partners Investment Advisory
New York
$243K +$42.6K +2,281 +21%
LWAC
36
Laurel Wealth Advisors (California)
California
$236K +$236K +12,608 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$173K +$173K +9,254 New
US Bancorp
38
US Bancorp
Minnesota
$152K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$96K -$3.72K -200 -4%
FIA
40
FNY Investment Advisers
New York
$83K -$9.47K -512 -10%
Citigroup
41
Citigroup
New York
$41K -$2.78K -147 -6%
ICM
42
Islay Capital Management
Texas
$40K -$268K -14,501 -87%
CWC
43
Carolinas Wealth Consulting
North Carolina
$36K – – –
IAIM
44
International Assets Investment Management
Florida
$25K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$19K -$3.68K -200 -16%
KLWA
46
Kelly Lawrence W & Associates
California
$8K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$7K +$7K +387 New
CBT
48
CoreFirst Bank & Trust
Kansas
$6K – – –
EP
49
Eudaimonia Partners
Tennessee
$6K +$6K +300 New
SCA
50
Stonebridge Capital Advisors
Minnesota
$6K +$6K +318 New
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2
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