ClearBridge Energy Midstream Opportunity Fund
EMO
30 hedge funds and large institutions have $90.4M invested in ClearBridge Energy Midstream Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $87.5M → $90.4M (+$2.84M)
0.06% more ownership
Funds ownership: 4.06% → 4.12% (+0.06%)
12% less funds holding
Funds holding: 34 → 30 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$1.83M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.77M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.69M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$771K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$2.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.09M |
| 3 |
Morgan Stanley
New York
|
-$759K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$639K |
| 5 |
Citigroup
New York
|
-$580K |
EMO Hedge Fund Activity: Q3 2016 in Review
30 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2016, worth a combined $90.4M — up 3.2% from $87.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EMO and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Terril Brothers, adding an estimated $1.83M. The largest seller was Doliver Advisors, exiting entirely with an estimated $2.04M sold.
- 30 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2016, down from 34 in Q2 2016.
- Funds reported $90.4M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2016, up 3.2% quarter-over-quarter.
- 1 fund opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2016 and 5 closed out, a net change of -4 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2016 was Terril Brothers, an estimated $1.83M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2016 was Doliver Advisors, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2016.