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EMO

ClearBridge Energy Midstream Opportunity Fund

73 hedge funds and large institutions have $205M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $192M → $205M (+$13.3M)

6% more funds holding

Funds holding: 6973 (+4)

0.65% more ownership

Funds ownership: 6.16%6.81% (+0.65%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
28
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$33.2M +$9.75M +238,671 +43%
Morgan Stanley
2
Morgan Stanley
New York
$32.5M +$5.11M +125,158 +19%
COLIM
3
City of London Investment Management
United Kingdom
$17.6M +$9.9M +242,398 +138%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.58M +38,569 +18%
SIA
5
Sit Investment Associates
Minnesota
$9.82M +$1.61M +39,439 +20%
UBS Group
6
UBS Group
Switzerland
$8.86M -$5.83M -142,794 -40%
SEIA
7
Signature Estate & Investment Advisors
California
$7.61M +$1.58M +38,779 +27%
TB
8
Terril Brothers
Missouri
$7.1M -$878K -21,500 -11%
KACA
9
Kayne Anderson Capital Advisors
California
$6.73M +$2.22M +54,400 +52%
Bank of America
10
Bank of America
North Carolina
$5.9M -$832K -20,353 -13%
GC
11
Guggenheim Capital
Illinois
$5.46M -$434K -10,620 -8%
RPA
12
Rock Point Advisors
Vermont
$5.22M +$266K +6,500 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.83M -$1.78M -43,563 -28%
PTP
14
Platform Technology Partners
New York
$4.77M +$4.64M +113,518 New
AAM
15
Advisors Asset Management
Colorado
$4.73M -$489K -11,969 -10%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$4.55M
Wells Fargo
17
Wells Fargo
California
$3.35M -$404K -9,892 -11%
LCM
18
Landscape Capital Management
New Jersey
$3.1M +$2.88M +70,429 +2,190%
Ameriprise
19
Ameriprise
Minnesota
$3.09M +$261K +6,392 +9%
QPWM
20
Quadrant Private Wealth Management
Pennsylvania
$2.69M -$410K -10,045 -14%
Goldman Sachs
21
Goldman Sachs
New York
$2.64M +$364K +8,902 +17%
6M
22
6 Meridian
Kansas
$2.03M +$1.98M +48,376 New
CRC
23
Curi RMB Capital
Illinois
$1.37M +$675K +16,528 +103%
RCM
24
Rivernorth Capital Management
Florida
$1.37M +$1.33M +32,576 New
Invesco
25
Invesco
Georgia
$1.23M +$76.9K +1,883 +7%

EMO Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2019, worth a combined $205M — up 6.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 10 closed out — a net gain of 5 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $9.9M. The largest seller was UBS Group, cutting an estimated $5.83M.

  • 73 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $205M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2019, up 6.9% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2019 was City of London Investment Management, an estimated $9.9M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2019 was UBS Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2019.