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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

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

0.77% more ownership

Funds ownership: 42.73% → 43.5% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 61 → 58 (-3)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

57% less capital invested

Capital invested by funds: $371M → $160M (-$211M)

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.92%
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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$9.18M
2
SCM
Saba Capital Management
New York
+$5.38M
3
AC
Almitas Capital
California
+$1.39M
4
Goldman Sachs
Goldman Sachs
New York
+$1.23M
5
WP
Woodline Partners
California
+$856K

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$5.76M
2
MGAM
McGowan Group Asset Management
Texas
-$4.31M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.27M
4
QC
Quantedge Capital
Singapore
-$639K
5
AC
Aristides Capital
Kentucky
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$403K +$469 +16 +0.1%
QPWM
27
Quadrant Private Wealth Management
Pennsylvania
$388K -$21.8K -745 -5%
IWC
28
Integrated Wealth Concepts
Massachusetts
$373K +$387K +13,216 New
Cerity Partners
29
Cerity Partners
New York
$369K -$11.4K -390 -3%
CAN
30
Cetera Advisor Networks
California
$346K -$7.07K -241 -2%
Ameriprise
31
Ameriprise
Minnesota
$345K -$62K -2,113 -15%
CF
32
Centaurus Financial
California
$302K -$10.3K -350 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$274K -$8.97K -306 -3%
PFO
34
Pathstone Family Office
New Jersey
$260K -$270K -9,200 -50%
API
35
Advisor Partners II
California
$260K – – –
AWA
36
Arete Wealth Advisors
Illinois
$253K +$46.3K +1,580 +21%
CAM
37
Concorde Asset Management
Michigan
$248K +$6.45K +220 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$245K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$220K +$16.2K +554 +8%
SI
40
Stephens Inc
Arkansas
$202K +$205 +7 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$184K – – –
UBS Group
42
UBS Group
Switzerland
$163K -$36.8K -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 +$147 +5 +2%
SCA
48
Stonebridge Capital Advisors
Minnesota
$8.98K – – –
NA
49
NewEdge Advisors
Louisiana
$8.47K -$35.2K -1,199 -80%
SN
50
Sittner & Nelson
Oregon
$5.85K – – –
1
2
3

EMO Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2023, worth a combined $160M — down 57% from $371M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EMO and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $9.18M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $5.76M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2023, down from 61 in Q4 2022.
  • Funds reported $160M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2023, down 57% quarter-over-quarter.
  • 5 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2023 and 6 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $9.18M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2023 was 1832 Asset Management, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2023.