EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

44 hedge funds and large institutions have $79.2M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.65M
2
UBS Group
UBS Group
Switzerland
+$1.61M
3
Goldman Sachs
Goldman Sachs
New York
+$1.17M
4
Morgan Stanley
Morgan Stanley
New York
+$1.16M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$928K

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.94M
2
Bank of America
Bank of America
North Carolina
-$2.75M
3
DA
Doliver Advisors
Texas
-$724K
4
WAM
Weiss Asset Management
Massachusetts
-$279K
5
OFG
OTA Financial Group
New York
-$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.38M +$1.16M +23,665 +14%
MGAM
2
McGowan Group Asset Management
Texas
$8.58M +$825K +16,807 +11%
AAM
3
Advisors Asset Management
Colorado
$6.94M +$11.3K +210 +0.2%
SIA
4
Sit Investment Associates
Minnesota
$6.71M +$260K +5,300 +4%
Bank of America
5
Bank of America
North Carolina
$6.45M -$2.75M -55,995 -30%
UBS Group
6
UBS Group
Switzerland
$6.34M +$1.61M +32,748 +34%
GC
7
Guggenheim Capital
Illinois
$5.8M +$426K +8,681 +8%
TB
8
Terril Brothers
Missouri
$5.73M +$2.95K +60 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.25M +$1.65M +33,695 +64%
Ameriprise
10
Ameriprise
Minnesota
$3.9M +$53.8K +1,114 +1%
QPWM
11
Quadrant Private Wealth Management
Pennsylvania
$2.35M -$2.94M – –
Wells Fargo
12
Wells Fargo
California
$2.28M -$194K -3,947 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.66M +$928K +18,913 +127%
SIA
14
SeaBridge Investment Advisors
New Jersey
$1.44M +$301K +6,139 +27%
Goldman Sachs
15
Goldman Sachs
New York
$1.17M +$1.17M +23,822 New
CF
16
Centaurus Financial
California
$802K +$3.49K +71 +0.4%
Invesco
17
Invesco
Georgia
$750K -$40.6K -826 -5%
US Bancorp
18
US Bancorp
Minnesota
$646K – – –
SI
19
Stephens Inc
Arkansas
$457K +$835 +17 +0.2%
LWAC
20
Laurel Wealth Advisors (California)
California
$454K – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$356K +$7.28K +148 +2%
RJA
22
Raymond James & Associates
Florida
$350K -$5.55K -113 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$333K -$10.8K -220 -3%
BTS
24
BB&T Securities
Virginia
$288K -$30.4K -619 -10%
Citigroup
25
Citigroup
New York
$239K +$19.2K +390 +9%
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