ClearBridge Energy Midstream Opportunity Fund
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.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $160M → $177M (+$16.4M)
7% more funds holding
Funds holding: 58 → 62 (+4)
1.62% more ownership
Funds ownership: 43.5% → 45.13% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$5.46M |
| 2 |
Morgan Stanley
New York
|
+$1.52M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.17M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$573K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.07M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$581K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$509K |
| 4 |
Millennium Management
New York
|
-$375K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$279K |
EMO Hedge Fund Activity: Q2 2023 in Review
62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2023, worth a combined $177M — up 10% from $160M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EMO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 19 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $5.46M. The largest seller was Logan Stone Capital, cutting an estimated $1.07M.
- 62 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2023, up from 58 in Q1 2023.
- Funds reported $177M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2023, up 10% quarter-over-quarter.
- 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2023 and 5 closed out, a net change of +5 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2023 was Saba Capital Management, an estimated $5.46M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2023 was Logan Stone Capital, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2023.