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EMO

ClearBridge Energy Midstream Opportunity Fund

66 hedge funds and large institutions have $195M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more capital invested

Capital invested by funds: $193M → $195M (+$1.73M)

0.31% more ownership

Funds ownership: 5.51%5.81% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 7566 (-9)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
26
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
76
Thomas J. Herzfeld Advisors
Florida
-$34K -708 Closed
SWM
77
SeaCrest Wealth Management
New York
-$5K -100 Closed
CAM
78
Cresset Asset Management
Illinois
-$1K -30 Closed

EMO Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2019, worth a combined $195M — up 0.89% from $193M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EMO and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 26 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.09M. The largest seller was Doliver Advisors, cutting an estimated $1.3M.

  • 66 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2019, down from 75 in Q1 2019.
  • Funds reported $195M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2019, up 0.89% quarter-over-quarter.
  • 4 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2019 and 11 closed out, a net change of -7 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $4.09M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2019 was Doliver Advisors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2019.