ClearBridge Energy Midstream Opportunity Fund
75 hedge funds and large institutions have $193M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $151M → $193M (+$42.2M)
6% more funds holding
Funds holding: 71 → 75 (+4)
0.22% more ownership
Funds ownership: 5.29% → 5.51% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
HBK Investments
Dallas,
Texas
|
+$2.78M |
| 2 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
+$2.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.97M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.71M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.28M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.25M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$870K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$594K |
| 5 |
TB
Terril Brothers
St. Louis,
Missouri
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Cresset Asset Management
Chicago,
Illinois
| $1K | -$5.4K | -115 | -79% |
|
|
WAM
77
Weiss Asset Management
Boston,
Massachusetts
| – | -$594K | -15,216 | Closed |
|
|
OFG
78
OTA Financial Group
Purchase,
New York
| – | -$206K | -5,301 | Closed |
|
|
CCP
79
Clough Capital Partners
Boston,
Massachusetts
| – | -$192K | -4,920 | Closed |
|
|
TSS
80
Two Sigma Securities
New York
| – | -$169K | -4,334 | Closed |
|
81
Jane Street
New York
| – | -$107K | -2,737 | Closed |
|
|
MOS
82
MGO One Seven
Beachwood,
Ohio
| – | -$103K | -2,642 | Closed |
|
|
CA
83
Claro Advisors
Boston,
Massachusetts
| – | -$6K | -100 | Closed |
|
|
MA
84
MUFG Americas
New York
| – | -$4K | -96 | Closed |
|
EMO Hedge Fund Activity: Q1 2019 in Review
75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2019, worth a combined $193M — up 28% from $151M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EMO positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was HBK Investments, adding an estimated $2.78M. The largest seller was Sit Investment Associates, cutting an estimated $6.28M.
- 75 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2019, up from 71 in Q4 2018.
- Funds reported $193M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2019, up 28% quarter-over-quarter.
- 12 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2019 and 8 closed out, a net change of +4 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2019 was HBK Investments, an estimated $2.78M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2019 was Sit Investment Associates, an estimated $6.28M sold.
Based on aggregated 13F filings for Q1 2019.