ClearBridge Energy Midstream Opportunity Fund
EMO
40 hedge funds and large institutions have $89.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 4.55% → 4.49% (-0.06%)
7% less capital invested
Capital invested by funds: $95.5M → $89.3M (-$6.24M)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.06M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$655K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$443K |
| 4 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$326K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$764K |
| 2 |
LPL Financial
San Diego,
California
|
-$500K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$499K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$456K |
| 5 |
Citigroup
New York
|
-$363K |
EMO Hedge Fund Activity: Q2 2017 in Review
40 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2017, worth a combined $89.3M — down 6.5% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EMO positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.06M. The largest seller was Invesco, cutting an estimated $764K.
- 40 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $89.3M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2017, down 6.5% quarter-over-quarter.
- 3 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2017 and 2 closed out, a net change of +1 holder.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2017 was Morgan Stanley, an estimated $1.06M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2017 was Invesco, an estimated $764K sold.
Based on aggregated 13F filings for Q2 2017.