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EMO

ClearBridge Energy Midstream Opportunity Fund

58 hedge funds and large institutions have $97.6M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $79.7M → $97.6M (+$17.8M)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.29% less ownership

Funds ownership: 31.5%31.21% (-0.29%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
12
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$536K +$86 +4 +0%
LCM
27
Landscape Capital Management
New Jersey
$519K -$819K -37,926 -63%
Ameriprise
28
Ameriprise
Minnesota
$506K -$902K -41,789 -66%
Osaic Holdings
29
Osaic Holdings
Arizona
$484K -$17.3K -801 -4%
RJA
30
Raymond James & Associates
Florida
$481K -$68.7K -3,182 -13%
CF
31
Centaurus Financial
California
$448K -$46.7K -2,163 -10%
UBS Group
32
UBS Group
Switzerland
$394K +$19.2K +888 +5%
KWM
33
Kingsview Wealth Management
Oregon
$370K -$11.5K -534 -3%
SPIA
34
Steward Partners Investment Advisory
New York
$298K -$2.55K -118 -0.9%
LWAC
35
Laurel Wealth Advisors (California)
California
$291K
SI
36
Stephens Inc
Arkansas
$209K +$196K +9,074 New
US Bancorp
37
US Bancorp
Minnesota
$188K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$118K
FIA
39
FNY Investment Advisers
New York
$80K -$21.3K -988 -22%
ICM
40
Islay Capital Management
Texas
$50K
Citigroup
41
Citigroup
New York
$48K -$1.9K -88 -4%
CWC
42
Carolinas Wealth Consulting
North Carolina
$44K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24K
SCA
44
Stonebridge Capital Advisors
Minnesota
$13K +$6.86K +318 +100%
BU
45
BBVA USA
Alabama
$12K +$10.8K +500 New
KLWA
46
Kelly Lawrence W & Associates
California
$10K
CBT
47
CoreFirst Bank & Trust
Kansas
$7K
NFSG
48
Newbridge Financial Services Group
Florida
$6K
TWM
49
Tradition Wealth Management
Minnesota
$6K +$5.94K +275 New
SN
50
Sittner & Nelson
Oregon
$5K

EMO Hedge Fund Activity: Q2 2021 in Review

58 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2021, worth a combined $97.6M — up 22% from $79.7M a quarter earlier.

Fund positioning in EMO was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Quantedge Capital, exiting entirely with an estimated $3.33M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $97.6M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2021, up 22% quarter-over-quarter.
  • 7 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2021 was Morgan Stanley, an estimated $1.49M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2021 was Quantedge Capital, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2021.