ClearBridge Energy Midstream Opportunity Fund
66 hedge funds and large institutions have $30.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 20 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
0.3% less ownership
Funds ownership: 6.81% → 6.51% (-0.3%)
10% less funds holding
Funds holding: 73 → 66 (-7)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
85% less capital invested
Capital invested by funds: $205M → $30.3M (-$175M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Aristides Capital
Louisville,
Kentucky
|
+$6.66M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$5.98M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$5.08M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.98M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.24M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$5.58M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.65M |
| 5 |
PTP
Platform Technology Partners
New York
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of New York Mellon
New York
| – | -$147K | -3,500 | Closed |
|
77
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$128K | -3,053 | Closed |
|
|
GPA
78
Garrison Point Advisors
Walnut Creek,
California
| – | -$117K | -2,784 | Closed |
|
79
Creative Planning
Overland Park,
Kansas
| – | -$111K | -2,630 | Closed |
|
|
MFW
80
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$106K | -2,511 | Closed |
|
|
MOS
81
MGO One Seven
Beachwood,
Ohio
| – | -$86K | -2,068 | Closed |
|
|
FIA
82
FNY Investment Advisers
New York
| – | -$79K | -1,894 | Closed |
|
|
LWA
83
Lenox Wealth Advisors
New York
| – | -$31K | -740 | Closed |
|
|
RIA
84
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10K | -275 | Closed |
|
|
CAN
85
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$313 | +10 | New |
|
EMO Hedge Fund Activity: Q1 2020 in Review
66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2020, worth a combined $30.3M — down 85% from $205M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of EMO and 15 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.
The largest buyer was Aristides Capital, opening a new position worth an estimated $6.66M. The largest seller was Morgan Stanley, cutting an estimated $7.24M.
- 66 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2020, down from 73 in Q4 2019.
- Funds reported $30.3M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2020, down 85% quarter-over-quarter.
- 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2020 and 20 closed out, a net change of -5 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2020 was Aristides Capital, an estimated $6.66M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2020 was Morgan Stanley, an estimated $7.24M sold.
Based on aggregated 13F filings for Q1 2020.