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EMO

ClearBridge Energy Midstream Opportunity Fund

54 hedge funds and large institutions have $134M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $121M → $134M (+$12.5M)

1.63% more ownership

Funds ownership: 39.22%40.85% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 6254 (-8)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$500K -$2.12K -78 -0.4%
PFO
27
Pathstone Family Office
New Jersey
$460K +$250K +9,200 +100%
PTP
28
Platform Technology Partners
New York
$449K -$15.2K -560 -3%
CF
29
Centaurus Financial
California
$433K
Ameriprise
30
Ameriprise
Minnesota
$407K -$47.5K -1,746 -10%
CCP
31
Clough Capital Partners
Massachusetts
$400K +$435K +16,000 New
KWM
32
Kingsview Wealth Management
Oregon
$356K -$5.98K -220 -2%
CCM
33
Covington Capital Management
California
$326K
LWAC
34
Laurel Wealth Advisors (California)
California
$302K
CAN
35
Cetera Advisor Networks
California
$294K +$55.7K +2,049 +21%
Osaic Holdings
36
Osaic Holdings
Arizona
$261K -$3.7K -136 -1%
H6H
37
Hightower 6M Holding
Kansas
$230K -$27.3K -1,004 -10%
API
38
Advisor Partners II
California
$230K +$250K +9,200 New
UBS Group
39
UBS Group
Switzerland
$220K +$72.7K +2,673 +44%
JP Morgan Chase
40
JP Morgan Chase
New York
$217K
SI
41
Stephens Inc
Arkansas
$216K +$190 +7 +0.1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$128K
CWC
43
Carolinas Wealth Consulting
North Carolina
$48K
PMFA
44
Plante Moran Financial Advisors
Michigan
$16K
TSWM
45
Tyler-Stone Wealth Management
Ohio
$12K
KLWA
46
Kelly Lawrence W & Associates
California
$10K
SCA
47
Stonebridge Capital Advisors
Minnesota
$8K
TWM
48
Tradition Wealth Management
Minnesota
$7K +$136 +5 +2%
SN
49
Sittner & Nelson
Oregon
$5K
Bessemer Group
50
Bessemer Group
New Jersey
$4K -$326 -12 -7%

EMO Hedge Fund Activity: Q3 2022 in Review

54 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2022, worth a combined $134M — up 10% from $121M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EMO and 3 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 13 added.

The largest buyer was Saba Capital Management, adding an estimated $21.3M. The largest seller was Sit Investment Associates, cutting an estimated $6.6M.

  • 54 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2022, down from 62 in Q2 2022.
  • Funds reported $134M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2022, up 10% quarter-over-quarter.
  • 3 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2022 and 9 closed out, a net change of -6 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2022 was Saba Capital Management, an estimated $21.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2022 was Sit Investment Associates, an estimated $6.6M sold.

Based on aggregated 13F filings for Q3 2022.