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EMO

ClearBridge Energy Midstream Opportunity Fund

58 hedge funds and large institutions have $79.7M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $60.5M → $79.7M (+$19.2M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.07% more ownership

Funds ownership: 31.43%31.5% (+0.07%)

0% more funds holding

Funds holding: 5858 (0)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
8
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$14.9M -$87.7K -5,180 -0.6%
RCM
2
Rivernorth Capital Management
Florida
$8.64M -$669K -39,534 -8%
Morgan Stanley
3
Morgan Stanley
New York
$8.09M +$736K +43,509 +11%
MC
4
Matisse Capital
Oregon
$5.51M
SIA
5
Sit Investment Associates
Minnesota
$4.93M +$28.3K +1,671 +0.6%
AC
6
Aristides Capital
Kentucky
$3.36M
QC
7
Quantedge Capital
Singapore
$3.33M -$1.26M -74,162 -29%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.13M +$406K +23,977 +17%
CA
9
Cornerstone Advisors
North Carolina
$2.48M +$2.25M +132,716 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.25M +$251K +14,849 +14%
KACA
11
Kayne Anderson Capital Advisors
California
$2.14M -$389K -23,000 -17%
Bank of America
12
Bank of America
North Carolina
$1.88M +$265K +15,682 +18%
RPA
13
Rock Point Advisors
Vermont
$1.85M -$92.7K -5,480 -5%
TB
14
Terril Brothers
Missouri
$1.72M -$50.8K -3,004 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.37M +$1.24M +73,526 New
AAM
16
Advisors Asset Management
Colorado
$1.35M +$368K +21,752 +43%
Ameriprise
17
Ameriprise
Minnesota
$1.19M -$250K -14,753 -19%
LCM
18
Landscape Capital Management
New Jersey
$1.13M -$296K -17,489 -22%
Wells Fargo
19
Wells Fargo
California
$1.11M -$106K -6,280 -10%
GC
20
Guggenheim Capital
Illinois
$1.1M -$237K -13,992 -19%
6M
21
6 Meridian
Kansas
$978K -$470K -27,794 -35%
WAM
22
Wolverine Asset Management
Illinois
$825K -$1.64M -97,120 -69%
HCM
23
Hollencrest Capital Management
California
$747K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$695K +$81.6K +4,823 +15%
COLIM
25
City of London Investment Management
United Kingdom
$483K

EMO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2021, worth a combined $79.7M — up 32% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMO positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.25M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.83M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $79.7M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2021, up 32% quarter-over-quarter.
  • 11 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2021 was Cornerstone Advisors, an estimated $2.25M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2021 was Curi RMB Capital, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2021.