ClearBridge Energy Midstream Opportunity Fund
EMO
41 hedge funds and large institutions have $87.1M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
10% more capital invested
Capital invested by funds: $79.2M → $87.1M (+$7.92M)
0.01% less ownership
Funds ownership: 4.98% → 4.97% (-0.01%)
7% less funds holding
Funds holding: 44 → 41 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$838K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$654K |
| 3 |
Morgan Stanley
New York
|
+$625K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$608K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$717K |
| 3 |
Goldman Sachs
New York
|
-$315K |
| 4 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$290K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$204K |
EMO Hedge Fund Activity: Q2 2018 in Review
41 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2018, worth a combined $87.1M — up 10% from $79.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EMO and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 16 added.
The largest buyer was McGowan Group Asset Management, adding an estimated $838K. The largest seller was Sit Investment Associates, cutting an estimated $2.13M.
- 41 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2018, down from 44 in Q1 2018.
- Funds reported $87.1M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2018, up 10% quarter-over-quarter.
- 3 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2018 and 6 closed out, a net change of -3 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2018 was McGowan Group Asset Management, an estimated $838K added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2018 was Sit Investment Associates, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2018.