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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

58 hedge funds and large institutions have $79.7M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $60.5M → $79.7M (+$19.2M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.07% more ownership

Funds ownership: 31.43% → 31.5% (+0.07%)

0% more funds holding

Funds holding: 58 → 58 (0)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
8
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.25M
2
ClearBridge Investments
ClearBridge Investments
New York
+$1.24M
3
Morgan Stanley
Morgan Stanley
New York
+$736K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$406K
5
AAM
Advisors Asset Management
Colorado
+$368K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$1.83M
2
WAM
Wolverine Asset Management
Illinois
-$1.64M
3
QC
Quantedge Capital
Singapore
-$1.26M
4
RCM
Rivernorth Capital Management
Florida
-$669K
5
6M
6 Meridian
Kansas
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Anchor Investment Management
South Carolina
$5.16K +$4.67K +276 New
NFSG
52
Newbridge Financial Services Group
Florida
$5K – – –
SN
53
Sittner & Nelson
Oregon
$4K +$3.5K +207 New
CTC
54
Central Trust Company
Missouri
$3K – – –
HIA
55
Harbor Investment Advisory
Maryland
$3K – – –
APA
56
American Portfolios Advisors
New York
$2.86K – – –
AF
57
Advisornet Financial
Minnesota
$2K – – –
CRC
58
Curi RMB Capital
Illinois
– -$1.83M -136,062 Closed
Millennium Management
59
Millennium Management
New York
– -$179K -13,339 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– -$156K -11,699 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$37K -2,758 Closed
AWG
62
Altus Wealth Group
Colorado
– -$12K -897 Closed
TWM
63
Tradition Wealth Management
Minnesota
– -$4K -265 Closed
ASN
64
Advisory Services Network
Georgia
– -$3K -242 Closed
AssetMark Inc
65
AssetMark Inc
California
– -$1K -40 Closed
1 2
3

EMO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2021, worth a combined $79.7M — up 32% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMO positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.25M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.83M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $79.7M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2021, up 32% quarter-over-quarter.
  • 11 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2021 was Cornerstone Advisors, an estimated $2.25M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2021 was Curi RMB Capital, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2021.