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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+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: 69 → 73 (+4)
0.65% more ownership
Funds ownership: 6.16% → 6.81% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$9.9M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$9.75M |
| 3 |
Morgan Stanley
New York
|
+$5.11M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.88M |
| 5 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.83M |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
-$5.51M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.59M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.15M |
| 5 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Envestnet Asset Management
Chicago,
Illinois
| – | -$489K | -11,238 | Closed |
|
77
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$486K | -11,168 | Closed |
|
78
Geode Capital Management
Boston,
Massachusetts
| – | -$335K | -7,707 | Closed |
|
|
UCFA
79
United Capital Financial Advisors
Irving,
Texas
| – | -$114K | -2,614 | Closed |
|
|
WAM
80
Weiss Asset Management
Boston,
Massachusetts
| – | -$104K | -2,397 | Closed |
|
|
RTS
81
Round Table Services
Westfield,
New Jersey
| – | -$100K | -2,292 | Closed |
|
82
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26K | -600 | Closed |
|
|
GSWM
83
Golden State Wealth Management
Santa Ana,
California
| – | -$11K | -245 | 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.