EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

62 hedge funds and large institutions have $177M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$67.7M
2
Morgan Stanley
Morgan Stanley
New York
$20.6M
3
AAM
Advisors Asset Management
Colorado
$6.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$11M
5
SIA
Sit Investment Associates
Minnesota
$17.2M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$431K
2
AC
Almitas Capital
California
$1.15M
3
Wells Fargo
Wells Fargo
California
$265K
4
Millennium Management
Millennium Management
New York
$349K
5
Invesco
Invesco
Georgia
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$411K +$209 +7 +0.1%
Cerity Partners
27
Cerity Partners
New York
$402K +$11.6K +390 +3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$395K – – –
WAM
29
Wolverine Asset Management
Illinois
$386K +$386K +12,938 New
Ameriprise
30
Ameriprise
Minnesota
$368K +$3.46K +116 +1%
Millennium Management
31
Millennium Management
New York
$349K -$395K -13,212 -53%
CAN
32
Cetera Advisor Networks
California
$343K -$22.8K -765 -6%
CF
33
Centaurus Financial
California
$319K – – –
UBS Group
34
UBS Group
Switzerland
$283K +$111K +3,708 +64%
AWA
35
Arete Wealth Advisors
Illinois
$283K +$14.8K +496 +6%
PFO
36
Pathstone Family Office
New Jersey
$275K – – –
API
37
Advisor Partners II
California
$275K – – –
Wells Fargo
38
Wells Fargo
California
$265K -$536K -17,948 -67%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$259K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$255K -$34.1K -1,143 -12%
CAM
41
Concorde Asset Management
Michigan
$245K -$17.6K -590 -7%
KWA
42
Kingswood Wealth Advisors
California
$242K +$242K +8,100 New
SI
43
Stephens Inc
Arkansas
$217K +$3.23K +108 +2%
US Bancorp
44
US Bancorp
Minnesota
$194K – – –
QL
45
Quarry LP
New York
$107K +$107K +3,600 New
SOA
46
Sea Otter Advisors
Florida
$90K +$90K +3,013 New
CWC
47
Carolinas Wealth Consulting
North Carolina
$57.5K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$33K +$33K +1,106 New
C
49
Covestor
United Kingdom
$33K +$33K +1,119 New
PMFA
50
Plante Moran Financial Advisors
Michigan
$19.4K – – –
1
2
3