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EMO

ClearBridge Energy Midstream Opportunity Fund

57 hedge funds and large institutions have $51.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more capital invested

Capital invested by funds: $30.3M → $51.3M (+$21M)

0.44% less ownership

Funds ownership: 6.51%6.07% (-0.44%)

14% less funds holding

Funds holding: 6657 (-9)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
25
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$9.29M +$767 +66 +0%
Morgan Stanley
2
Morgan Stanley
New York
$4.91M -$1.45M -124,991 -23%
COLIM
3
City of London Investment Management
United Kingdom
$4.07M +$82.5K +7,100 +2%
UBS Group
4
UBS Group
Switzerland
$3.15M -$451K -38,784 -13%
LCM
5
Landscape Capital Management
New Jersey
$3.14M +$15.6K +1,342 +0.5%
SIA
6
Sit Investment Associates
Minnesota
$3.06M +$266K +22,897 +10%
TB
7
Terril Brothers
Missouri
$1.92M -$26.2K -2,257 -1%
RPA
8
Rock Point Advisors
Vermont
$1.78M +$45.4K +3,910 +3%
RCM
9
Rivernorth Capital Management
Florida
$1.62M +$1.6M +137,645 New
KACA
10
Kayne Anderson Capital Advisors
California
$1.62M +$116K +10,000 +8%
CA
11
Cornerstone Advisors
North Carolina
$1.57M +$1.55M +133,025 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.55M -$496K -42,731 -25%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.51M -$645K -55,494 -30%
GC
14
Guggenheim Capital
Illinois
$1.34M -$149K -12,821 -10%
Wells Fargo
15
Wells Fargo
California
$1.28M -$42.9K -3,693 -3%
Ameriprise
16
Ameriprise
Minnesota
$1.27M +$293K +25,207 +31%
AAM
17
Advisors Asset Management
Colorado
$912K -$297K -25,589 -25%
Bank of America
18
Bank of America
North Carolina
$901K -$29.4K -2,529 -3%
6M
19
6 Meridian
Kansas
$764K +$559K +48,113 +289%
Walleye Capital
20
Walleye Capital
New York
$553K +$544K +46,852 New
Goldman Sachs
21
Goldman Sachs
New York
$543K -$407K -35,032 -43%
RJA
22
Raymond James & Associates
Florida
$466K +$327K +28,123 +248%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$370K +$157K +13,540 +76%
QPWM
24
Quadrant Private Wealth Management
Pennsylvania
$317K -$304K -26,170 -49%
Invesco
25
Invesco
Georgia
$307K -$19.2K -1,655 -6%

EMO Hedge Fund Activity: Q2 2020 in Review

57 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2020, worth a combined $51.3M — up 69% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EMO and 9 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 15 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 57 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $51.3M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2020, up 69% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2020 and 18 closed out, a net change of -9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $1.6M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2020 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2020.