EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.63%
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
–

Top Buyers

1
HI
HBK Investments
Texas
+$2.84M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$2.52M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.75M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.29M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.43M
2
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.99M
3
AAM
Advisors Asset Management
Colorado
-$1.28M
4
MWM
Merriman Wealth Management
Washington
-$889K
5
WAM
Weiss Asset Management
Massachusetts
-$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
$199K – – –
KACA
52
Kayne Anderson Capital Advisors
California
$192K +$192K +4,000 New
SS
53
Simplicity Solutions
Minnesota
$187K +$187K +3,900 New
Creative Planning
54
Creative Planning
Kansas
$174K -$1.34K -28 -0.8%
MFW
55
Mosaic Family Wealth
Missouri
$173K +$241 +5 +0.1%
AG
56
Advisor Group
Arizona
$168K -$50K -1,041 -23%
LCM
57
Landscape Capital Management
New Jersey
$152K +$43.6K +905 +40%
GPA
58
Garrison Point Advisors
California
$142K +$5.56K +116 +4%
Walleye Capital
59
Walleye Capital
New York
$131K +$131K +2,720 New
MWM
60
Merriman Wealth Management
Washington
$119K -$889K -18,520 -88%
FFG
61
Ford Financial Group
California
$118K – – –
Citadel Advisors
62
Citadel Advisors
Florida
$117K +$117K +2,436 New
CF
63
Centaurus Financial
California
$111K +$29.2K +56 +35%
YWP
64
YorkBridge Wealth Partners
New York
$50K – – –
QCIG
65
Quad-Cities Investment Group
Iowa
$50K +$1.2K +25 +2%
MNBTD
66
Moody National Bank Trust Division
Texas
$35K -$35K -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 -$5.91K -124 -31%
CFA
70
Carroll Financial Associates
North Carolina
$13K +$13K +277 New
GSWM
71
Golden State Wealth Management
California
$12K +$12K +245 New
SWM
72
SeaCrest Wealth Management
New York
$5K -$1.7K -34 -25%
AF
73
Advisornet Financial
Minnesota
$5K – – –
VFA
74
Valeo Financial Advisors
Indiana
$5K – – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
1 2
3
4