ClearBridge Energy Midstream Opportunity Fund
33 hedge funds and large institutions have $134M invested in ClearBridge Energy Midstream Opportunity Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
605% more capital inflows, than outflows
Capital inflows: $17.7M | Capital outflows: $2.51M
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 31 → 33 (+2)
2.05% more ownership
Funds ownership: 15.06% → 17.11% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
+$4.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.66M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.36M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.34M |
| 5 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Doliver Advisors
Houston,
Texas
|
-$875K |
| 2 |
Morgan Stanley
New York
|
-$641K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$574K |
| 4 |
Stephens Inc
Little Rock,
Arkansas
|
-$184K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$172K |
EMO Hedge Fund Activity: Q2 2014 in Review
33 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2014, worth a combined $134M — up 28% from $105M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EMO positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $4.32M. The largest seller was Doliver Advisors, exiting entirely with an estimated $875K sold.
- 33 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2014, up from 31 in Q1 2014.
- Funds reported $134M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2014, up 28% quarter-over-quarter.
- 5 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2014 and 3 closed out, a net change of +2 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2014 was Guggenheim Capital, an estimated $4.32M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2014 was Doliver Advisors, an estimated $875K sold.
Based on aggregated 13F filings for Q2 2014.