ClearBridge Energy Midstream Opportunity Fund
40 hedge funds and large institutions have $153M invested in ClearBridge Energy Midstream Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
407% more capital inflows, than outflows
Capital inflows: $30M | Capital outflows: $5.91M
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
21% more funds holding
Funds holding: 33 → 40 (+7)
3.14% more ownership
Funds ownership: 17.11% → 20.25% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
+$9.3M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.96M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.38M |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
+$2.15M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$4.08M |
| 2 |
City National Bank
Beverly Hills,
Delaware
|
-$734K |
| 3 |
Morgan Stanley
New York
|
-$662K |
| 4 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$418K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.6K |
EMO Hedge Fund Activity: Q3 2014 in Review
40 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2014, worth a combined $153M — up 14% from $134M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EMO positions and 1 closed out — a net gain of 7 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was UBS, adding an estimated $9.3M. The largest seller was Advisors Asset Management, cutting an estimated $4.08M.
- 40 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2014, up from 33 in Q2 2014.
- Funds reported $153M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2014, up 14% quarter-over-quarter.
- 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2014 and 1 closed out, a net change of +7 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2014 was UBS, an estimated $9.3M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2014 was Advisors Asset Management, an estimated $4.08M sold.
Based on aggregated 13F filings for Q3 2014.