EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

73 hedge funds and large institutions have $205M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$10.2M
2
MGAM
McGowan Group Asset Management
Texas
+$10M
3
Morgan Stanley
Morgan Stanley
New York
+$5.26M
4
LCM
Landscape Capital Management
New Jersey
+$2.96M
5
KACA
Kayne Anderson Capital Advisors
California
+$2.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6M
2
HI
HBK Investments
Texas
-$5.51M
3
WAM
Wolverine Asset Management
Illinois
-$3.69M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.24M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
51
Doliver Advisors
Texas
$167K +$39.5K +941 +31%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$147K +$147K +3,500 New
AG
53
Advisor Group
Arizona
$128K +$39.2K +932 +44%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$128K +$128K +3,053 New
GPA
55
Garrison Point Advisors
California
$117K -$5.72K -136 -5%
Creative Planning
56
Creative Planning
Kansas
$111K -$42.2K -1,000 -28%
RJT
57
Raymond James Trust
Florida
$111K +$16.8K +400 +18%
MFW
58
Mosaic Family Wealth
Missouri
$106K +$2.41K +57 +2%
FFG
59
Ford Financial Group
California
$100K – – –
MOS
60
MGO One Seven
Ohio
$86K – – –
FIA
61
FNY Investment Advisers
New York
$79K +$79K +1,894 New
LWA
62
Lenox Wealth Advisors
New York
$31K +$31K +740 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$29K +$29K +694 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$26K -$6.89K -167 -21%
HIA
65
Harbor Investment Advisory
Maryland
$20K +$20K +465 New
KLWA
66
Kelly Lawrence W & Associates
California
$17K +$17K +415 New
WQ
67
Wealth Quarterback
New Jersey
$11.5K +$11.5K +274 New
RIA
68
Realta Investment Advisors
Delaware
$10K – – –
ASN
69
Advisory Services Network
Georgia
$10K +$10K +243 New
CTC
70
Central Trust Company
Missouri
$8K – – –
AF
71
Advisornet Financial
Minnesota
$4K -$914 -24 -19%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
VFA
73
Valeo Financial Advisors
Indiana
$3K – – –
HI
74
HBK Investments
Texas
– -$5.51M -126,693 Closed
HHAM
75
HITE Hedge Asset Management
Massachusetts
– -$2.61M -59,896 Closed
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