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EMO

ClearBridge Energy Midstream Opportunity Fund

75 hedge funds and large institutions have $193M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $151M → $193M (+$42.2M)

6% more funds holding

Funds holding: 7175 (+4)

0.22% more ownership

Funds ownership: 5.29%5.51% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Suntrust Banks
Georgia
$199K
KACA
52
Kayne Anderson Capital Advisors
California
$192K +$188K +4,000 New
SS
53
Simplicity Solutions
Minnesota
$187K +$183K +3,900 New
Creative Planning
54
Creative Planning
Kansas
$174K -$1.32K -28 -0.8%
MFW
55
Mosaic Family Wealth
Missouri
$173K +$235 +5 +0.1%
AG
56
Advisor Group
Arizona
$168K -$48.9K -1,041 -23%
LCM
57
Landscape Capital Management
New Jersey
$152K +$42.5K +905 +40%
GPA
58
Garrison Point Advisors
California
$142K +$5.45K +116 +4%
Walleye Capital
59
Walleye Capital
New York
$131K +$128K +2,720 New
MWM
60
Merriman Wealth Management
Washington
$119K -$870K -18,520 -88%
FFG
61
Ford Financial Group
California
$118K
Citadel Advisors
62
Citadel Advisors
Florida
$117K +$114K +2,436 New
CF
63
Centaurus Financial
California
$111K +$2.63K +56 +35%
YWP
64
YorkBridge Wealth Partners
New York
$50K
QCIG
65
Quad-Cities Investment Group
Iowa
$50K +$1.18K +25 +2%
MNBTD
66
Moody National Bank Trust Division
Texas
$35K -$34.6K -736 -50%
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$34K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$30K
IA
69
IFP Advisors
Florida
$13K -$5.83K -124 -31%
CFA
70
Carroll Financial Associates
North Carolina
$13K +$13K +277 New
GSWM
71
Golden State Wealth Management
California
$12K +$11.5K +245 New
SWM
72
SeaCrest Wealth Management
New York
$5K -$1.6K -34 -25%
AF
73
Advisornet Financial
Minnesota
$5K
VFA
74
Valeo Financial Advisors
Indiana
$5K
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$3K

EMO Hedge Fund Activity: Q1 2019 in Review

75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2019, worth a combined $193M — up 28% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMO positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was HBK Investments, adding an estimated $2.78M. The largest seller was Sit Investment Associates, cutting an estimated $6.28M.

  • 75 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $193M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2019, up 28% quarter-over-quarter.
  • 12 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2019 and 8 closed out, a net change of +4 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2019 was HBK Investments, an estimated $2.78M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2019 was Sit Investment Associates, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2019.