EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
CA
Cornerstone Advisors
North Carolina
$4.37M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.38M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.52M

Top Sellers

1
QC
Quantedge Capital
Singapore
$0
2
Ameriprise
Ameriprise
Minnesota
$506K
3
KACA
Kayne Anderson Capital Advisors
California
$1.68M
4
LCM
Landscape Capital Management
New Jersey
$519K
5
SWM
Spire Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$536K +$92 +4 +0%
LCM
27
Landscape Capital Management
New Jersey
$519K -$876K -37,926 -63%
Ameriprise
28
Ameriprise
Minnesota
$506K -$963K -41,789 -66%
Osaic Holdings
29
Osaic Holdings
Arizona
$484K -$18.5K -801 -4%
RJA
30
Raymond James & Associates
Florida
$481K -$73.5K -3,182 -13%
CF
31
Centaurus Financial
California
$448K -$49.9K -2,163 -10%
UBS Group
32
UBS Group
Switzerland
$394K +$20.5K +888 +5%
KWM
33
Kingsview Wealth Management
Oregon
$370K -$12.5K -534 -3%
SPIA
34
Steward Partners Investment Advisory
New York
$298K -$2.73K -118 -0.9%
LWAC
35
Laurel Wealth Advisors (California)
California
$291K – – –
SI
36
Stephens Inc
Arkansas
$209K +$209K +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 -$22.6K -988 -22%
ICM
40
Islay Capital Management
Texas
$50K – – –
Citigroup
41
Citigroup
New York
$48K -$2.03K -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 +$6.5K +318 +100%
BU
45
BBVA USA
Alabama
$12K +$12K +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 +$6K +275 New
SN
50
Sittner & Nelson
Oregon
$5K – – –
1
2
3