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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

61 hedge funds and large institutions have $371M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more capital invested

Capital invested by funds: $134M → $371M (+$237M)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13% more funds holding

Funds holding: 54 → 61 (+7)

1.88% more ownership

Funds ownership: 40.85% → 42.73% (+1.9%)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
9
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$17.2M
2
WP
Woodline Partners
California
+$9.22M
3
Millennium Management
Millennium Management
New York
+$1.23M
4
HCM
Hollencrest Capital Management
California
+$1.15M
5
TB
Terril Brothers
Missouri
+$933K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.22M
2
MGAM
McGowan Group Asset Management
Texas
-$5.55M
3
CA
Cornerstone Advisors
North Carolina
-$5.1M
4
QC
Quantedge Capital
Singapore
-$1.96M
5
OFG
OTA Financial Group
New York
-$858K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$535K -$37.6K -1,304 -7%
PFO
27
Pathstone Family Office
New Jersey
$526K – – –
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$415K +$418K +14,495 New
Ameriprise
29
Ameriprise
Minnesota
$409K -$56.2K -1,950 -12%
KWM
30
Kingsview Wealth Management
Oregon
$407K – – –
Cerity Partners
31
Cerity Partners
New York
$385K +$388K +13,474 New
CAN
32
Cetera Advisor Networks
California
$357K +$21.4K +741 +6%
LWAC
33
Laurel Wealth Advisors (California)
California
$345K – – –
CF
34
Centaurus Financial
California
$315K -$181K -6,294 -36%
Osaic Holdings
35
Osaic Holdings
Arizona
$285K -$13K -451 -4%
API
36
Advisor Partners II
California
$263K – – –
CCP
37
Clough Capital Partners
Massachusetts
$261K -$198K -6,872 -43%
AC
38
Almitas Capital
California
$252K +$254K +8,800 New
JP Morgan Chase
39
JP Morgan Chase
New York
$248K – – –
CAM
40
Concorde Asset Management
Michigan
$245K +$247K +8,572 New
PTP
41
Platform Technology Partners
New York
$214K -$302K -10,469 -58%
HighTower Advisors
42
HighTower Advisors
Illinois
$206K +$207K +7,170 New
SI
43
Stephens Inc
Arkansas
$204K -$43K -1,493 -17%
UBS Group
44
UBS Group
Switzerland
$201K -$50.2K -1,743 -20%
US Bancorp
45
US Bancorp
Minnesota
$186K +$187K +6,500 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$147K – – –
CWC
47
Carolinas Wealth Consulting
North Carolina
$55K – – –
NA
48
NewEdge Advisors
Louisiana
$34.3K +$43.2K +1,499 New
ASN
49
Advisory Services Network
Georgia
$20.6K +$20.8K +721 New
PMFA
50
Plante Moran Financial Advisors
Michigan
$18.6K – – –
1
2
3

EMO Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2022, worth a combined $371M — up 177% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.22M sold.

  • 61 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $371M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2022, up 177% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2022 was Saba Capital Management, an estimated $17.2M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2022.