EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

69 hedge funds and large institutions have $192M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
30
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$3.7M
2
QPWM
Quadrant Private Wealth Management
Pennsylvania
+$3.22M
3
KACA
Kayne Anderson Capital Advisors
California
+$2.49M
4
SIA
Sit Investment Associates
Minnesota
+$2.4M
5
UBS Group
UBS Group
Switzerland
+$624K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.78M
2
6M
6 Meridian
Kansas
-$1.08M
3
CRC
Curi RMB Capital
Illinois
-$678K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$572K
5
SEIA
Signature Estate & Investment Advisors
California
-$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$140K +$140K +3,216 New
GPA
52
Garrison Point Advisors
California
$127K -$2.26K -52 -2%
DA
53
Doliver Advisors
Texas
$126K -$113K -2,719 -47%
UCFA
54
United Capital Financial Advisors
Texas
$114K +$114K +2,614 New
MFW
55
Mosaic Family Wealth
Missouri
$107K +$262 +6 +0.2%
FFG
56
Ford Financial Group
California
$104K -$2.6K -60 -2%
WAM
57
Weiss Asset Management
Massachusetts
$104K +$104K +2,397 New
RTS
58
Round Table Services
New Jersey
$100K +$100K +2,292 New
RJT
59
Raymond James Trust
Florida
$98K +$98K +2,250 New
AG
60
Advisor Group
Arizona
$92K -$58.1K -1,333 -39%
MOS
61
MGO One Seven
Ohio
$90K +$90K +2,068 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$35K +$7.33K +167 +27%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +600 New
RIA
64
Realta Investment Advisors
Delaware
$12K -$3.1K -71 -21%
GSWM
65
Golden State Wealth Management
California
$11K – – –
CTC
66
Central Trust Company
Missouri
$8K -$4.44K -100 -36%
AF
67
Advisornet Financial
Minnesota
$6K +$1.35K +29 +29%
VFA
68
Valeo Financial Advisors
Indiana
$3K -$1.77K -40 -37%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
6M
70
6 Meridian
Kansas
– -$1.08M -23,450 Closed
Millennium Management
71
Millennium Management
New York
– -$284K -6,184 Closed
CAM
72
Concorde Asset Management
Michigan
– -$264K -5,739 Closed
YWP
73
YorkBridge Wealth Partners
New York
– -$45K -974 Closed
CFA
74
Carroll Financial Associates
North Carolina
– -$12K -277 Closed
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