EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

71 hedge funds and large institutions have $151M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+29
Holders Change %
+69.05%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
33
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
MGAM
McGowan Group Asset Management
Texas
+$11.3M
3
UBS Group
UBS Group
Switzerland
+$6.51M
4
SEIA
Signature Estate & Investment Advisors
California
+$5.86M
5
SIA
Sit Investment Associates
Minnesota
+$5.2M

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$69.7K
3
SIA
SeaBridge Investment Advisors
New Jersey
-$42.8K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$32.6K
5
BTS
BB&T Securities
Virginia
-$21.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
$162K +$162K +4,149 New
Creative Planning
52
Creative Planning
Kansas
$143K +$40.2K +1,028 +39%
MFW
53
Mosaic Family Wealth
Missouri
$140K +$13.7K +351 +11%
GPA
54
Garrison Point Advisors
California
$111K +$111K +2,845 New
Jane Street
55
Jane Street
New York
$107K +$107K +2,737 New
MOS
56
MGO One Seven
Ohio
$103K +$103K +2,642 New
FFG
57
Ford Financial Group
California
$96K – – –
LCM
58
Landscape Capital Management
New Jersey
$88K +$88K +2,253 New
MNBTD
59
Moody National Bank Trust Division
Texas
$58K +$58K +1,473 New
QCIG
60
Quad-Cities Investment Group
Iowa
$40K +$1.34K +34 +3%
YWP
61
YorkBridge Wealth Partners
New York
$40K +$4.81K +124 +14%
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$28K +$28K +708 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$25K – – –
IA
64
IFP Advisors
Florida
$15K +$12.7K +337 +562%
CA
65
Claro Advisors
Massachusetts
$6K +$6K +100 New
CAM
66
Cresset Asset Management
Illinois
$6K +$6K +145 New
SWM
67
SeaCrest Wealth Management
New York
$5K – – –
AF
68
Advisornet Financial
Minnesota
$4K – – –
VFA
69
Valeo Financial Advisors
Indiana
$4K +$1.04K +28 +35%
MA
70
MUFG Americas
New York
$4K +$4K +96 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +60 New
CF
72
Centaurus Financial
California
$101 +$89 +140 +778%
SWP
73
Stratos Wealth Partners
Ohio
– -$8K -140 Closed
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