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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

31 hedge funds and large institutions have $111M invested in ClearBridge Energy Midstream Opportunity Fund in 2013 Q2 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.98% more ownership

Funds ownership: 0% → 2.98% (+3%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.9M +$40.8M +345,598 New
AAM
2
Advisors Asset Management
Colorado
$14.7M +$14.3M +120,992 New
Bank of America
3
Bank of America
North Carolina
$12.6M +$12.3M +104,111 New
GC
4
Guggenheim Capital
Illinois
$12M +$11.7M +99,339 New
Invesco
5
Invesco
Georgia
$6.83M +$6.66M +56,413 New
Ameriprise
6
Ameriprise
Minnesota
$4.55M +$4.44M +37,606 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.73M +$3.63M +30,780 New
Cohen & Steers
8
Cohen & Steers
New York
$3.06M +$2.98M +25,260 New
U
9
UBS
Switzerland
$2.13M +$2.08M +17,621 New
Wells Fargo
10
Wells Fargo
California
$1.68M +$1.63M +13,844 New
Citigroup
11
Citigroup
New York
$1.13M +$1.11M +9,358 New
RJA
12
Raymond James & Associates
Florida
$1.11M +$1.08M +9,133 New
OFG
13
OTA Financial Group
New York
$958K +$935K +7,916 New
ClearBridge Investments
14
ClearBridge Investments
New York
$909K +$886K +7,500 New
JP Morgan Chase
15
JP Morgan Chase
New York
$823K +$803K +6,800 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$646K +$629K +5,330 New
DWT
17
Dorsey & Whitney Trust
South Dakota
$346K +$337K +2,857 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$319K +$311K +2,633 New
WS
19
Wedbush Securities
California
$228K +$222K +1,884 New
SI
20
Stephens Inc
Arkansas
$225K +$220K +1,862 New
HHAM
21
HITE Hedge Asset Management
Massachusetts
$207K +$236K +2,000 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$203K +$198K +1,680 New
DADC
23
D.A. Davidson & Co
Montana
$132K +$129K +1,095 New
US Bancorp
24
US Bancorp
Minnesota
$79K +$76.8K +650 New
AIG
25
American International Group
New York
$66K +$64.4K +545 New
1
2

EMO Hedge Fund Activity: Q2 2013 in Review

31 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2013, worth a combined $111M.

Buyers outnumbered sellers: 31 funds opened new EMO positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

  • 31 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $111M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2013.
  • 31 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2013 and 0 closed out, a net change of +31 holders.

Based on aggregated 13F filings for Q2 2013.