EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

71 hedge funds and large institutions have $151M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+29
Holders Change %
+69.05%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
33
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
MGAM
McGowan Group Asset Management
Texas
+$11.3M
3
UBS Group
UBS Group
Switzerland
+$6.51M
4
SEIA
Signature Estate & Investment Advisors
California
+$5.86M
5
SIA
Sit Investment Associates
Minnesota
+$5.2M

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$69.7K
3
SIA
SeaBridge Investment Advisors
New Jersey
-$42.8K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$32.6K
5
BTS
BB&T Securities
Virginia
-$21.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.2M +$16.6M +424,783 +193%
MGAM
2
McGowan Group Asset Management
Texas
$19.6M +$11.3M +290,211 +138%
UBS Group
3
UBS Group
Switzerland
$12.1M +$6.51M +166,670 +116%
GC
4
Guggenheim Capital
Illinois
$8.02M +$3.42M +87,554 +74%
TB
5
Terril Brothers
Missouri
$8.02M +$3.52M +90,171 +78%
SIA
6
Sit Investment Associates
Minnesota
$7.25M +$5.2M +133,184 +253%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.87M +$3.06M +78,396 +80%
AAM
8
Advisors Asset Management
Colorado
$6.48M +$1.23M +31,399 +23%
SEIA
9
Signature Estate & Investment Advisors
California
$5.86M +$5.86M +150,046 New
Bank of America
10
Bank of America
North Carolina
$5.5M +$466K +11,921 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.55M +$3.23M +82,695 +244%
RPA
12
Rock Point Advisors
Vermont
$4.42M +$4.42M +113,058 New
Wells Fargo
13
Wells Fargo
California
$3.49M +$1.75M +44,683 +100%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.46M +$3.46M +88,602 New
QPWM
15
Quadrant Private Wealth Management
Pennsylvania
$2.99M -$2.44M – –
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.93M +$1.49M +38,033 +103%
Ameriprise
17
Ameriprise
Minnesota
$2.62M +$630K +16,153 +32%
COLIM
18
City of London Investment Management
United Kingdom
$2.22M +$2.22M +56,751 New
HI
19
HBK Investments
Texas
$1.9M +$1.9M +48,520 New
Goldman Sachs
20
Goldman Sachs
New York
$1.42M +$836K +21,400 +143%
WAM
21
Wolverine Asset Management
Illinois
$1.41M +$1.41M +36,153 New
Invesco
22
Invesco
Georgia
$1.26M +$500K +12,809 +66%
ClearBridge Investments
23
ClearBridge Investments
New York
$941K +$907K +23,235 +2,702%
MWM
24
Merriman Wealth Management
Washington
$919K +$919K +21,000 New
LPL Financial
25
LPL Financial
California
$901K +$901K +23,066 New
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