EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.44%
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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4M
2
KACA
Kayne Anderson Capital Advisors
California
+$2.04M
3
WAM
Wolverine Asset Management
Illinois
+$1.98M
4
COLIM
City of London Investment Management
United Kingdom
+$1.57M
5
6M
6 Meridian
Kansas
+$1.08M

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$3.61M
2
DA
Doliver Advisors
Texas
-$1.27M
3
GC
Guggenheim Capital
Illinois
-$682K
4
AAM
Advisors Asset Management
Colorado
-$520K
5
CRC
Curi RMB Capital
Illinois
-$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$233K +$20.5K +446 +10%
MIG
52
Mariner Investment Group
New York
$184K +$184K +4,000 New
SAM
53
Stansberry Asset Management
Texas
$181K -$56.1K -1,219 -24%
Creative Planning
54
Creative Planning
Kansas
$167K – – –
AG
55
Advisor Group
Arizona
$159K -$2.49K -54 -2%
GPA
56
Garrison Point Advisors
California
$137K +$507 +11 +0.4%
MFW
57
Mosaic Family Wealth
Missouri
$113K -$53K -1,148 -32%
FFG
58
Ford Financial Group
California
$113K – – –
YWP
59
YorkBridge Wealth Partners
New York
$45K -$2.63K -57 -6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$29K – – –
RIA
61
Realta Investment Advisors
Delaware
$16K +$16K +346 New
CTC
62
Central Trust Company
Missouri
$14K +$14K +280 New
CFA
63
Carroll Financial Associates
North Carolina
$12K – – –
GSWM
64
Golden State Wealth Management
California
$11K – – –
VFA
65
Valeo Financial Advisors
Indiana
$5K – – –
AF
66
Advisornet Financial
Minnesota
$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
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