ClearBridge Energy Midstream Opportunity Fund
EMO
71 hedge funds and large institutions have $152M 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.
2,900% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 1
725% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 4
69% more funds holding
Funds holding: 42 → 71 (+29)
66% more capital invested
Capital invested by funds: $91.5M → $152M (+$60.5M)
0.32% more ownership
Funds ownership: 5% → 5.32% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.8M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$14.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.17M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$7.36M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$87.5K |
| 2 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$53.8K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$41.1K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$27.3K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$8K |
EMO Hedge Fund Activity: Q4 2018 in Review
71 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2018, worth a combined $152M — up 66% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EMO positions and 1 closed out — a net gain of 29 holders — while 33 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $87.5K.
- 71 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2018, up from 42 in Q3 2018.
- Funds reported $152M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2018, up 66% quarter-over-quarter.
- 30 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2018 and 1 closed out, a net change of +29 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2018 was Morgan Stanley, an estimated $20.8M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2018 was Cambridge Investment Research Advisors, an estimated $87.5K sold.
Based on aggregated 13F filings for Q4 2018.