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EMO

ClearBridge Energy Midstream Opportunity Fund

63 hedge funds and large institutions have $142M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $106M → $142M (+$36.2M)

7% more funds holding

Funds holding: 5963 (+4)

2.51% more ownership

Funds ownership: 35.87%38.38% (+2.5%)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
13
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$794K +$303K +11,939 +74%
COLIM
27
City of London Investment Management
United Kingdom
$719K -$138K -5,412 -18%
Ameriprise
28
Ameriprise
Minnesota
$659K -$42.8K -1,683 -7%
RJA
29
Raymond James & Associates
Florida
$648K -$46K -1,812 -7%
Osaic Holdings
30
Osaic Holdings
Arizona
$568K -$248K -9,774 -48%
PTP
31
Platform Technology Partners
New York
$521K +$407 +16 +0.1%
CF
32
Centaurus Financial
California
$489K -$381 -15 -0.1%
H6H
33
Hightower 6M Holding
Kansas
$488K +$440K +17,302 New
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$476K -$5.9K -232 -1%
CCP
35
Clough Capital Partners
Massachusetts
$437K +$394K +15,500 New
KWM
36
Kingsview Wealth Management
Oregon
$408K -$7.83K -308 -2%
LWAC
37
Laurel Wealth Advisors (California)
California
$340K
RPA
38
Rock Point Advisors
Vermont
$249K -$1.71M -67,408 -88%
CAN
39
Cetera Advisor Networks
California
$248K +$223K +8,790 New
JP Morgan Chase
40
JP Morgan Chase
New York
$245K
SI
41
Stephens Inc
Arkansas
$243K +$219K +8,624 New
BRWA
42
B. Riley Wealth Advisors
Florida
$216K +$194K +7,651 New
UBS Group
43
UBS Group
Switzerland
$203K -$75.9K -2,987 -29%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$145K
ICM
45
Islay Capital Management
Texas
$61K
CWC
46
Carolinas Wealth Consulting
North Carolina
$54K
PMFA
47
Plante Moran Financial Advisors
Michigan
$18K +$16.5K +650 New
TSWM
48
Tyler-Stone Wealth Management
Ohio
$13K +$11.9K +469 New
KLWA
49
Kelly Lawrence W & Associates
California
$12K
SCA
50
Stonebridge Capital Advisors
Minnesota
$9K

EMO Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2022, worth a combined $142M — up 34% from $106M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMO positions and 8 closed out — a net gain of 5 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.48M. The largest seller was Wolverine Asset Management, cutting an estimated $1.83M.

  • 63 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $142M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2022, up 34% quarter-over-quarter.
  • 13 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2022 and 8 closed out, a net change of +5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2022 was Sit Investment Associates, an estimated $2.48M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2022 was Wolverine Asset Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2022.