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EMO

ClearBridge Energy Midstream Opportunity Fund

66 hedge funds and large institutions have $195M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more capital invested

Capital invested by funds: $193M → $195M (+$1.73M)

0.31% more ownership

Funds ownership: 5.51%5.81% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 7566 (-9)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
26
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$233K +$21K +446 +10%
MIG
52
Mariner Investment Group
New York
$184K +$188K +4,000 New
SAM
53
Stansberry Asset Management
Texas
$181K -$57.3K -1,219 -24%
Creative Planning
54
Creative Planning
Kansas
$167K
AG
55
Advisor Group
Arizona
$159K -$2.54K -54 -2%
GPA
56
Garrison Point Advisors
California
$137K +$517 +11 +0.4%
MFW
57
Mosaic Family Wealth
Missouri
$113K -$54K -1,148 -32%
FFG
58
Ford Financial Group
California
$113K
YWP
59
YorkBridge Wealth Partners
New York
$45K -$2.68K -57 -6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$29K
RIA
61
Realta Investment Advisors
Delaware
$16K +$16.3K +346 New
CTC
62
Central Trust Company
Missouri
$14K +$13.2K +280 New
CFA
63
Carroll Financial Associates
North Carolina
$12K
GSWM
64
Golden State Wealth Management
California
$11K
AF
65
Advisornet Financial
Minnesota
$5K
VFA
66
Valeo Financial Advisors
Indiana
$5K
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$3K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
-$252K -5,242 Closed
SB
69
Suntrust Banks
Georgia
-$199K -4,149 Closed
SS
70
Simplicity Solutions
Minnesota
-$187K -3,900 Closed
LCM
71
Landscape Capital Management
New Jersey
-$152K -3,158 Closed
MWM
72
Merriman Wealth Management
Washington
-$119K -2,480 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$117K -2,436 Closed
QCIG
74
Quad-Cities Investment Group
Iowa
-$50K -1,039 Closed
MNBTD
75
Moody National Bank Trust Division
Texas
-$35K -737 Closed

EMO Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2019, worth a combined $195M — up 0.89% from $193M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EMO and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 26 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.09M. The largest seller was Doliver Advisors, cutting an estimated $1.3M.

  • 66 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2019, down from 75 in Q1 2019.
  • Funds reported $195M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2019, up 0.89% quarter-over-quarter.
  • 4 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2019 and 11 closed out, a net change of -7 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $4.09M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2019 was Doliver Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2019.