EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

104 hedge funds and large institutions have $237M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$2.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$60.6M
4
TB
4
Terril Brothers
Missouri
$1.08M
5
NFG
5
Nations Financial Group
Iowa
$1.43M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
AAM
2
Advisors Asset Management
Colorado
$25.8M
3
TL
3
Tradewinds LLC
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.1M
5
IA
5
IFP Advisors
Florida
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M 1,263,900 +29,759 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$31.2M 650,976 +11,188 +2%
AAM
3
Advisors Asset Management
Colorado
$25.8M 537,300 -97,403 -15%
EWA
4
EP Wealth Advisors
California
$14.1M 293,408 -13,172 -4%
Wells Fargo
5
Wells Fargo
California
$13M 270,982 +77,990 +40%
Bank of America
6
Bank of America
North Carolina
$11.2M 232,984 -9,030 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.1M 210,158 -44,955 -18%
SPIA
8
Steward Partners Investment Advisory
New York
$5.45M 113,524 +6,067 +6%
Stifel Financial
9
Stifel Financial
Missouri
$4.93M 102,815 -157 -0.2%
UBS Group
10
UBS Group
Switzerland
$4.81M 100,297 +4,042 +4%
Ameriprise
11
Ameriprise
Minnesota
$3.57M 74,508 +10,026 +16%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.54M 73,828 -15,942 -18%
Invesco
13
Invesco
Georgia
$2.79M 58,066 +4,778 +9%
PAMP
14
Polar Asset Management Partners
Ontario, Canada
$2.61M 54,414 +54,414 New
EIA
15
Edgemoor Investment Advisors
Maryland
$2.51M 52,355 +6,423 +14%
OA
16
Oxbow Advisors
Texas
$2.49M 51,805 – –
LPL Financial
17
LPL Financial
California
$2.28M 47,557 +2,868 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.96M 42,188 -7,822 -16%
KWM
19
Kingsview Wealth Management
Oregon
$1.89M 39,353 +54 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.77M 36,860 +1,587 +4%
NFG
21
Nations Financial Group
Iowa
$1.43M 29,836 +16,585 +125%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.31M 27,395 +858 +3%
IA
23
IFP Advisors
Florida
$1.24M 25,806 -26,137 -50%
TB
24
Terril Brothers
Missouri
$1.08M 22,474 +22,474 New
LCM
25
Landscape Capital Management
New Jersey
$988K 20,591 -16,254 -44%
1
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