EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

40 hedge funds and large institutions have $95.5M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
12
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.63M
2
Morgan Stanley
Morgan Stanley
New York
+$2.7M
3
DA
Doliver Advisors
Texas
+$1.76M
4
AAM
Advisors Asset Management
Colorado
+$580K
5
AA
Advisory Alpha
Michigan
+$456K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3M
2
Invesco
Invesco
Georgia
-$1.12M
3
Wells Fargo
Wells Fargo
California
-$939K
4
MWM
Merriman Wealth Management
Washington
-$614K
5
GC
Guggenheim Capital
Illinois
-$587K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16M -$135K -2,009 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M +$2.7M +40,074 +25%
SIA
3
Sit Investment Associates
Minnesota
$11.6M -$3M -44,566 -20%
AAM
4
Advisors Asset Management
Colorado
$10.3M +$580K +8,643 +6%
TB
5
Terril Brothers
Missouri
$7.55M -$42.4K -630 -0.6%
GC
6
Guggenheim Capital
Illinois
$6.52M -$587K -8,749 -8%
Wells Fargo
7
Wells Fargo
California
$5.74M -$939K -13,946 -14%
UBS Group
8
UBS Group
Switzerland
$5.49M -$72.1K -1,072 -1%
Ameriprise
9
Ameriprise
Minnesota
$3.63M +$3.63M +53,837 New
DA
10
Doliver Advisors
Texas
$2.34M +$1.76M +26,086 +302%
Invesco
11
Invesco
Georgia
$2.09M -$1.12M -16,619 -35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.66M +$201K +2,991 +14%
SIA
13
SeaBridge Investment Advisors
New Jersey
$1.52M +$158K +2,343 +12%
Cohen & Steers
14
Cohen & Steers
New York
$1.11M – – –
US Bancorp
15
US Bancorp
Minnesota
$885K – – –
RJA
16
Raymond James & Associates
Florida
$635K -$54.6K -811 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$603K -$207K -3,067 -26%
Citigroup
18
Citigroup
New York
$536K +$208K +3,100 +63%
LPL Financial
19
LPL Financial
California
$500K +$80.8K +1,198 +19%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$480K -$15.5K -230 -3%
AA
21
Advisory Alpha
Michigan
$456K +$456K +6,769 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$359K -$119K -1,766 -25%
Stifel Financial
23
Stifel Financial
Missouri
$321K +$22K +328 +7%
MFW
24
Mosaic Family Wealth
Missouri
$303K -$8.88K -132 -3%
DADC
25
D.A. Davidson & Co
Montana
$286K +$64.7K +964 +29%
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