EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

59 hedge funds and large institutions have $106M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
10
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$14.4M
2
SCM
Saba Capital Management
New York
$3.12M
3
Morgan Stanley
Morgan Stanley
New York
$13.1M
4
WAM
Wolverine Asset Management
Illinois
$3.79M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$5.93M

Top Sellers

1
MC
Matisse Capital
Oregon
$603K
2
RCM
Rivernorth Capital Management
Florida
$8.85M
3
MGAM
McGowan Group Asset Management
Texas
$15.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
GC
Guggenheim Capital
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Matisse Capital
Oregon
$603K -$5.45M -249,312 -90%
Ameriprise
27
Ameriprise
Minnesota
$546K +$8.05K +369 +1%
RJA
28
Raymond James & Associates
Florida
$541K -$54.9K -2,515 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$443K -$27K -1,237 -6%
Walleye Capital
30
Walleye Capital
New York
$425K +$425K +19,454 New
PTP
31
Platform Technology Partners
New York
$403K -$140K -6,410 -26%
SWM
32
Spire Wealth Management
Virginia
$403K +$403K +18,475 New
CF
33
Centaurus Financial
California
$379K -$39.8K -1,819 -9%
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$373K -$107K -4,908 -22%
SPIA
35
Steward Partners Investment Advisory
New York
$355K -$4.2K -192 -1%
KWM
36
Kingsview Wealth Management
Oregon
$323K -$23.6K -1,081 -7%
LWAC
37
Laurel Wealth Advisors (California)
California
$263K -$12K -551 -4%
UBS Group
38
UBS Group
Switzerland
$223K -$46.4K -2,118 -17%
GC
39
Guggenheim Capital
Illinois
$208K -$475K -21,712 -70%
LPL Financial
40
LPL Financial
California
$207K +$6.24K +285 +3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$189K +$189K +8,674 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$112K – – –
ICM
43
Islay Capital Management
Texas
$47K – – –
CWC
44
Carolinas Wealth Consulting
North Carolina
$42K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$11K +$11K +503 New
KLWA
46
Kelly Lawrence W & Associates
California
$9K – – –
SCA
47
Stonebridge Capital Advisors
Minnesota
$7K – – –
CBT
48
CoreFirst Bank & Trust
Kansas
$7K – – –
TWM
49
Tradition Wealth Management
Minnesota
$6K +$105 +5 +2%
SN
50
Sittner & Nelson
Oregon
$5K – – –
1
2
3