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EMO

ClearBridge Energy Midstream Opportunity Fund

75 hedge funds and large institutions have $193M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $151M → $193M (+$42.2M)

6% more funds holding

Funds holding: 7175 (+4)

0.22% more ownership

Funds ownership: 5.29%5.51% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M +$328K +6,990 +1%
MGAM
2
McGowan Group Asset Management
Texas
$25.1M +$1.04M +22,189 +4%
UBS Group
3
UBS Group
Switzerland
$15.9M +$912K +19,414 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.97M +41,885 +24%
GC
5
Guggenheim Capital
Illinois
$9.43M -$433K -9,214 -4%
TB
6
Terril Brothers
Missouri
$9.36M -$500K -10,633 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.35M +$1.71M +36,338 +31%
SEIA
8
Signature Estate & Investment Advisors
California
$7.25M +$34.9K +743 +0.5%
AAM
9
Advisors Asset Management
Colorado
$6.7M -$1.25M -26,565 -16%
Bank of America
10
Bank of America
North Carolina
$6.35M -$400K -8,504 -6%
RPA
11
Rock Point Advisors
Vermont
$5.28M -$149K -3,166 -3%
HI
12
HBK Investments
Texas
$5.17M +$2.78M +59,060 +122%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$4.9M +$1.26M +26,847 +36%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.24M -$8.83K -188 -0.2%
Wells Fargo
15
Wells Fargo
California
$4.12M -$164K -3,500 -4%
QPWM
16
Quadrant Private Wealth Management
Pennsylvania
$3.61M
Ameriprise
17
Ameriprise
Minnesota
$3.26M +$55K +1,170 +2%
COLIM
18
City of London Investment Management
United Kingdom
$2.7M -$33.7K -718 -1%
HHAM
19
HITE Hedge Asset Management
Massachusetts
$2.52M +$2.46M +52,413 New
SIA
20
Sit Investment Associates
Minnesota
$2.5M -$6.28M -133,731 -72%
WAM
21
Wolverine Asset Management
Illinois
$2.47M +$717K +15,258 +42%
Goldman Sachs
22
Goldman Sachs
New York
$2.43M +$665K +14,149 +39%
CRC
23
Curi RMB Capital
Illinois
$1.8M +$833K +17,723 +90%
DA
24
Doliver Advisors
Texas
$1.6M +$1.24M +26,316 +371%
Invesco
25
Invesco
Georgia
$1.39M -$159K -3,382 -10%

EMO Hedge Fund Activity: Q1 2019 in Review

75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2019, worth a combined $193M — up 28% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMO positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was HBK Investments, adding an estimated $2.78M. The largest seller was Sit Investment Associates, cutting an estimated $6.28M.

  • 75 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $193M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2019, up 28% quarter-over-quarter.
  • 12 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2019 and 8 closed out, a net change of +4 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2019 was HBK Investments, an estimated $2.78M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2019 was Sit Investment Associates, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2019.