EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
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
–

Top Buyers

1
SCM
Saba Capital Management
New York
$32.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.06M
3
CA
Cornerstone Advisors
North Carolina
$5.1M
4
CCP
Clough Capital Partners
Massachusetts
$400K
5
OFG
OTA Financial Group
New York
$858K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$6.84M
2
AC
Almitas Capital
California
$0
3
RCM
Rivernorth Capital Management
Florida
$6.22M
4
MGAM
McGowan Group Asset Management
Texas
$16.3M
5
HCM
Hollencrest Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$500K -$1.95K -78 -0.4%
PFO
27
Pathstone Family Office
New Jersey
$460K +$230K +9,200 +100%
PTP
28
Platform Technology Partners
New York
$449K -$14K -560 -3%
CF
29
Centaurus Financial
California
$433K – – –
Ameriprise
30
Ameriprise
Minnesota
$407K -$43.7K -1,746 -10%
CCP
31
Clough Capital Partners
Massachusetts
$400K +$400K +16,000 New
KWM
32
Kingsview Wealth Management
Oregon
$356K -$5.5K -220 -2%
CCM
33
Covington Capital Management
California
$326K – – –
LWAC
34
Laurel Wealth Advisors (California)
California
$302K – – –
CAN
35
Cetera Advisor Networks
California
$294K +$51.3K +2,049 +21%
Osaic Holdings
36
Osaic Holdings
Arizona
$261K -$3.4K -136 -1%
H6H
37
Hightower 6M Holding
Kansas
$230K -$25.1K -1,004 -10%
API
38
Advisor Partners II
California
$230K +$230K +9,200 New
UBS Group
39
UBS Group
Switzerland
$220K +$67K +2,673 +44%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$217K – – –
SI
41
Stephens Inc
Arkansas
$216K +$175 +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 +$117 +5 +2%
SN
49
Sittner & Nelson
Oregon
$5K – – –
Bessemer Group
50
Bessemer Group
New Jersey
$4K -$286 -12 -7%
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