EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1%
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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$21.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.54M
3
CA
Cornerstone Advisors
North Carolina
$8.42M
4
AAM
Advisors Asset Management
Colorado
$2.55M
5
Morgan Stanley
Morgan Stanley
New York
$17.7M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$2.86M
2
RPA
Rock Point Advisors
Vermont
$249K
3
QC
Quantedge Capital
Singapore
$3.88M
4
SWM
Spire Wealth Management
Virginia
$3K
5
Osaic Holdings
Osaic Holdings
Arizona
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$794K +$336K +11,939 +74%
COLIM
27
City of London Investment Management
United Kingdom
$719K -$153K -5,412 -18%
Ameriprise
28
Ameriprise
Minnesota
$659K -$47.5K -1,683 -7%
RJA
29
Raymond James & Associates
Florida
$648K -$51.1K -1,812 -7%
Osaic Holdings
30
Osaic Holdings
Arizona
$568K -$529K -9,774 -48%
PTP
31
Platform Technology Partners
New York
$521K +$451 +16 +0.1%
CF
32
Centaurus Financial
California
$489K -$423 -15 -0.1%
H6H
33
Hightower 6M Holding
Kansas
$488K +$488K +17,302 New
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$476K -$6.55K -232 -1%
CCP
35
Clough Capital Partners
Massachusetts
$437K +$437K +15,500 New
KWM
36
Kingsview Wealth Management
Oregon
$408K -$8.69K -308 -2%
LWAC
37
Laurel Wealth Advisors (California)
California
$340K – – –
RPA
38
Rock Point Advisors
Vermont
$249K -$1.9M -67,408 -88%
CAN
39
Cetera Advisor Networks
California
$248K +$248K +8,790 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$245K – – –
SI
41
Stephens Inc
Arkansas
$243K +$243K +8,624 New
BRWA
42
B. Riley Wealth Advisors
Florida
$216K +$216K +7,651 New
UBS Group
43
UBS Group
Switzerland
$203K -$84.3K -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 +$18K +650 New
TSWM
48
Tyler-Stone Wealth Management
Ohio
$13K +$13K +469 New
KLWA
49
Kelly Lawrence W & Associates
California
$12K – – –
SCA
50
Stonebridge Capital Advisors
Minnesota
$9K – – –
1
2
3