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EMO

ClearBridge Energy Midstream Opportunity Fund

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

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $192M → $205M (+$13.3M)

6% more funds holding

Funds holding: 6973 (+4)

0.65% more ownership

Funds ownership: 6.16%6.81% (+0.65%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Doliver Advisors
Texas
$167K +$38.4K +941 +31%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$147K +$143K +3,500 New
AG
53
Advisor Group
Arizona
$128K +$38.1K +932 +44%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$128K +$125K +3,053 New
GPA
55
Garrison Point Advisors
California
$117K -$5.56K -136 -5%
Creative Planning
56
Creative Planning
Kansas
$111K -$40.9K -1,000 -28%
RJT
57
Raymond James Trust
Florida
$111K +$16.3K +400 +18%
MFW
58
Mosaic Family Wealth
Missouri
$106K +$2.33K +57 +2%
FFG
59
Ford Financial Group
California
$100K
MOS
60
MGO One Seven
Ohio
$86K
FIA
61
FNY Investment Advisers
New York
$79K +$77.4K +1,894 New
LWA
62
Lenox Wealth Advisors
New York
$31K +$30.2K +740 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$29K +$28.4K +694 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$26K -$6.82K -167 -21%
HIA
65
Harbor Investment Advisory
Maryland
$20K +$19K +465 New
KLWA
66
Kelly Lawrence W & Associates
California
$17K +$17K +415 New
WQ
67
Wealth Quarterback
New Jersey
$11.5K +$11.2K +274 New
RIA
68
Realta Investment Advisors
Delaware
$10K
ASN
69
Advisory Services Network
Georgia
$10K +$9.93K +243 New
CTC
70
Central Trust Company
Missouri
$8K
AF
71
Advisornet Financial
Minnesota
$4K -$981 -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
-$2.6M -59,896 Closed

EMO Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2019, worth a combined $205M — up 6.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 10 closed out — a net gain of 5 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $9.9M. The largest seller was UBS Group, cutting an estimated $5.83M.

  • 73 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $205M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2019, up 6.9% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2019 was City of London Investment Management, an estimated $9.9M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2019 was UBS Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2019.