We are live on ! Find out more
EMO

ClearBridge Energy Midstream Opportunity Fund

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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

5% more funds holding

Funds holding: 6669 (+3)

0.34% more ownership

Funds ownership: 5.81%6.16% (+0.34%)

2% less capital invested

Capital invested by funds: $195M → $192M (-$3.07M)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$140K +$144K +3,216 New
GPA
52
Garrison Point Advisors
California
$127K -$2.33K -52 -2%
DA
53
Doliver Advisors
Texas
$126K -$122K -2,719 -47%
UCFA
54
United Capital Financial Advisors
Texas
$114K +$117K +2,614 New
MFW
55
Mosaic Family Wealth
Missouri
$107K +$268 +6 +0.2%
FFG
56
Ford Financial Group
California
$104K -$2.68K -60 -2%
WAM
57
Weiss Asset Management
Massachusetts
$104K +$107K +2,397 New
RTS
58
Round Table Services
New Jersey
$100K +$103K +2,292 New
RJT
59
Raymond James Trust
Florida
$98K +$101K +2,250 New
AG
60
Advisor Group
Arizona
$92K -$59.6K -1,333 -39%
MOS
61
MGO One Seven
Ohio
$90K +$92.5K +2,068 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$35K +$7.47K +167 +27%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26.8K +600 New
RIA
64
Realta Investment Advisors
Delaware
$12K -$3.18K -71 -21%
GSWM
65
Golden State Wealth Management
California
$11K
CTC
66
Central Trust Company
Missouri
$8K -$4.47K -100 -36%
AF
67
Advisornet Financial
Minnesota
$6K +$1.3K +29 +29%
VFA
68
Valeo Financial Advisors
Indiana
$3K -$1.79K -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

EMO Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2019, worth a combined $192M — down 1.6% from $195M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EMO positions and 5 closed out — a net gain of 3 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $3.8M. The largest seller was Guggenheim Capital, cutting an estimated $1.83M.

  • 69 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $192M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2019, down 1.6% quarter-over-quarter.
  • 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2019 was City of London Investment Management, an estimated $3.8M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2019 was Guggenheim Capital, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2019.