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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

56 hedge funds and large institutions have $98.8M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2.07% more ownership

Funds ownership: 31.21% → 33.29% (+2.1%)

1% more capital invested

Capital invested by funds: $97.6M → $98.8M (+$1.26M)

3% less funds holding

Funds holding: 58 → 56 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
16
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
+$3.36M
2
CA
Cornerstone Advisors
North Carolina
+$1.51M
3
WAM
Wolverine Asset Management
Illinois
+$1.13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$792K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$597K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$519K
2
MC
Matisse Capital
Oregon
-$393K
3
MGAM
McGowan Group Asset Management
Texas
-$385K
4
GC
Guggenheim Capital
Illinois
-$346K
5
Bank of America
Bank of America
North Carolina
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$677K +$107K +5,000 +19%
RJA
27
Raymond James & Associates
Florida
$596K +$138K +6,469 +31%
Ameriprise
28
Ameriprise
Minnesota
$546K +$57.7K +2,697 +12%
PTP
29
Platform Technology Partners
New York
$544K +$12.8K +597 +2%
QPWM
30
Quadrant Private Wealth Management
Pennsylvania
$481K -$25.9K -1,209 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$472K +$11.2K +526 +3%
CF
32
Centaurus Financial
California
$419K -$5.37K -251 -1%
SPIA
33
Steward Partners Investment Advisory
New York
$359K +$75.3K +3,521 +27%
KWM
34
Kingsview Wealth Management
Oregon
$346K – – –
LWAC
35
Laurel Wealth Advisors (California)
California
$275K – – –
UBS Group
36
UBS Group
Switzerland
$269K -$102K -4,790 -28%
SI
37
Stephens Inc
Arkansas
$208K +$9.37K +438 +5%
LPL Financial
38
LPL Financial
California
$200K +$196K +9,174 New
US Bancorp
39
US Bancorp
Minnesota
$178K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$112K – – –
FIA
41
FNY Investment Advisers
New York
$54K -$21.4K -1,000 -29%
ICM
42
Islay Capital Management
Texas
$47K – – –
CWC
43
Carolinas Wealth Consulting
North Carolina
$42K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$15K -$6.97K -326 -32%
KLWA
45
Kelly Lawrence W & Associates
California
$9K – – –
SCA
46
Stonebridge Capital Advisors
Minnesota
$7K -$6.8K -318 -50%
CBT
47
CoreFirst Bank & Trust
Kansas
$7K – – –
TWM
48
Tradition Wealth Management
Minnesota
$6K +$107 +5 +2%
SN
49
Sittner & Nelson
Oregon
$5K – – –
CTC
50
Central Trust Company
Missouri
$4K – – –
1
2
3

EMO Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2021, worth a combined $98.8M — up 1.3% from $97.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EMO and 3 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Quantedge Capital, opening a new position worth an estimated $3.36M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $519K sold.

  • 56 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2021, down from 58 in Q2 2021.
  • Funds reported $98.8M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2021, up 1.3% quarter-over-quarter.
  • 3 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2021 and 5 closed out, a net change of -2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2021 was Quantedge Capital, an estimated $3.36M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2021 was Landscape Capital Management, an estimated $519K sold.

Based on aggregated 13F filings for Q3 2021.