EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
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

1
AWA
Arete Wealth Advisors
Illinois
$211M
2
SCM
Saba Capital Management
New York
$54M
3
WP
Woodline Partners
California
$9.15M
4
Millennium Management
Millennium Management
New York
$1.22M
5
HCM
Hollencrest Capital Management
California
$1.14M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
MGAM
McGowan Group Asset Management
Texas
$13.1M
3
CA
Cornerstone Advisors
North Carolina
$0
4
QC
Quantedge Capital
Singapore
$1.66M
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$535K -$37.3K -1,304 -7%
PFO
27
Pathstone Family Office
New Jersey
$526K – – –
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$415K +$415K +14,495 New
Ameriprise
29
Ameriprise
Minnesota
$409K -$55.7K -1,950 -12%
KWM
30
Kingsview Wealth Management
Oregon
$407K – – –
Cerity Partners
31
Cerity Partners
New York
$385K +$385K +13,474 New
CAN
32
Cetera Advisor Networks
California
$357K +$21.2K +741 +6%
LWAC
33
Laurel Wealth Advisors (California)
California
$345K – – –
CF
34
Centaurus Financial
California
$315K -$180K -6,294 -36%
Osaic Holdings
35
Osaic Holdings
Arizona
$285K -$12.9K -451 -4%
API
36
Advisor Partners II
California
$263K – – –
CCP
37
Clough Capital Partners
Massachusetts
$261K -$197K -6,872 -43%
AC
38
Almitas Capital
California
$252K +$252K +8,800 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$248K – – –
CAM
40
Concorde Asset Management
Michigan
$245K +$245K +8,572 New
PTP
41
Platform Technology Partners
New York
$214K -$299K -10,469 -58%
HighTower Advisors
42
HighTower Advisors
Illinois
$206K +$206K +7,170 New
SI
43
Stephens Inc
Arkansas
$204K -$42.7K -1,493 -17%
UBS Group
44
UBS Group
Switzerland
$201K -$49.9K -1,743 -20%
US Bancorp
45
US Bancorp
Minnesota
$186K +$186K +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 +$34.3K +1,499 New
ASN
49
Advisory Services Network
Georgia
$20.6K +$20.6K +721 New
PMFA
50
Plante Moran Financial Advisors
Michigan
$18.6K – – –
1
2
3