EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

58 hedge funds and large institutions have $160M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.85M
2
SCM
Saba Capital Management
New York
+$5.19M
3
AC
Almitas Capital
California
+$1.34M
4
Goldman Sachs
Goldman Sachs
New York
+$1.18M
5
WP
Woodline Partners
California
+$824K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$5.76M
2
MGAM
McGowan Group Asset Management
Texas
-$4.15M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.27M
4
QC
Quantedge Capital
Singapore
-$616K
5
AC
Aristides Capital
Kentucky
-$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$403K +$452 +16 +0.1%
QPWM
27
Quadrant Private Wealth Management
Pennsylvania
$388K -$21K -745 -5%
IWC
28
Integrated Wealth Concepts
Massachusetts
$373K +$373K +13,216 New
Cerity Partners
29
Cerity Partners
New York
$369K -$11K -390 -3%
CAN
30
Cetera Advisor Networks
California
$346K -$6.81K -241 -2%
Ameriprise
31
Ameriprise
Minnesota
$345K -$59.7K -2,113 -15%
CF
32
Centaurus Financial
California
$302K -$9.9K -350 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$274K -$8.65K -306 -3%
PFO
34
Pathstone Family Office
New Jersey
$260K -$260K -9,200 -50%
API
35
Advisor Partners II
California
$260K – – –
AWA
36
Arete Wealth Advisors
Illinois
$253K +$44.6K +1,580 +21%
CAM
37
Concorde Asset Management
Michigan
$248K +$6.21K +220 +3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$245K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$220K +$15.8K +554 +8%
SI
40
Stephens Inc
Arkansas
$202K +$198 +7 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$184K – – –
UBS Group
42
UBS Group
Switzerland
$163K -$35.4K -1,255 -18%
CWC
43
Carolinas Wealth Consulting
North Carolina
$54.3K – – –
ASN
44
Advisory Services Network
Georgia
$20.4K – – –
PMFA
45
Plante Moran Financial Advisors
Michigan
$18.4K – – –
KLWA
46
Kelly Lawrence W & Associates
California
$11.7K – – –
TWM
47
Tradition Wealth Management
Minnesota
$9K +$146 +5 +2%
SCA
48
Stonebridge Capital Advisors
Minnesota
$8.98K – – –
NA
49
NewEdge Advisors
Louisiana
$8.47K -$33.9K -1,199 -80%
SN
50
Sittner & Nelson
Oregon
$5.85K – – –
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2
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