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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

58 hedge funds and large institutions have $97.6M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $79.7M → $97.6M (+$17.8M)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.29% less ownership

Funds ownership: 31.5% → 31.21% (-0.29%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
12
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
CA
Cornerstone Advisors
North Carolina
+$1.23M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$823K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$686K

Top Sellers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
-$3.33M
2
Ameriprise
Ameriprise
Minnesota
-$902K
3
KACA
Kayne Anderson Capital Advisors
California
-$898K
4
LCM
Landscape Capital Management
New Jersey
-$819K
5
SWM
Spire Wealth Management
Virginia
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$5K +$4.32K +200 New
CTC
52
Central Trust Company
Missouri
$4K – – –
HIA
53
Harbor Investment Advisory
Maryland
$4K – – –
BWL
54
Bogart Wealth LLC
Virginia
$4K +$3.3K +153 New
ASN
55
Advisory Services Network
Georgia
$4K +$3.73K +173 New
APA
56
American Portfolios Advisors
New York
$3.53K – – –
AF
57
Advisornet Financial
Minnesota
$2K – – –
QC
58
Quantedge Capital
Singapore
– -$3.33M -178,246 Closed
SWM
59
Spire Wealth Management
Virginia
– -$453K -24,259 Closed
MIG
60
Mariner Investment Group
New York
– -$309K -16,550 Closed
IAIM
61
International Assets Investment Management
Florida
– -$25K -1,864 Closed
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
– -$7K -387 Closed
EP
63
Eudaimonia Partners
Tennessee
– -$6K -300 Closed
AIM
64
Anchor Investment Management
South Carolina
– -$5.16K -276 Closed
1 2
3

EMO Hedge Fund Activity: Q2 2021 in Review

58 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2021, worth a combined $97.6M — up 22% from $79.7M a quarter earlier.

Fund positioning in EMO was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Quantedge Capital, exiting entirely with an estimated $3.33M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $97.6M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2021, up 22% quarter-over-quarter.
  • 7 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2021 was Morgan Stanley, an estimated $1.49M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2021 was Quantedge Capital, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2021.