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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

62 hedge funds and large institutions have $194M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $177M → $194M (+$17.7M)

1.66% more ownership

Funds ownership: 45.13% → 46.79% (+1.7%)

0% more funds holding

Funds holding: 62 → 62 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
62
Holders Change
–
Holders Change %
0%
% 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
8
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.74M
2
SIA
Sit Investment Associates
Minnesota
+$3.13M
3
AAM
Advisors Asset Management
Colorado
+$1.47M
4
AGM
Alpine Global Management
New York
+$1.39M
5
CCP
Clough Capital Partners
Massachusetts
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
MGAM
McGowan Group Asset Management
Texas
-$5.05M
2
ClearBridge Investments
ClearBridge Investments
New York
-$1.9M
3
QC
Quantedge Capital
Singapore
-$583K
4
Invesco
Invesco
Georgia
-$479K
5
AC
Almitas Capital
California
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$419K – – –
Cerity Partners
27
Cerity Partners
New York
$413K -$14.3K -455 -3%
RJA
28
Raymond James & Associates
Florida
$401K -$59.8K -1,903 -13%
Ameriprise
29
Ameriprise
Minnesota
$401K +$10.3K +328 +3%
WAM
30
Wolverine Asset Management
Illinois
$362K -$48.1K -1,530 -12%
Blackstone Inc
31
Blackstone Inc
New York
$358K +$355K +11,300 New
CF
32
Centaurus Financial
California
$339K – – –
QC
33
Quantedge Capital
Singapore
$324K -$583K -18,567 -65%
CAN
34
Cetera Advisor Networks
California
$314K -$49.5K -1,575 -14%
API
35
Advisor Partners II
California
$292K – – –
Wells Fargo
36
Wells Fargo
California
$282K +$566 +18 +0.2%
Osaic Holdings
37
Osaic Holdings
Arizona
$276K +$4.74K +151 +2%
JP Morgan Chase
38
JP Morgan Chase
New York
$275K – – –
CAM
39
Concorde Asset Management
Michigan
$268K +$7.86K +250 +3%
KWA
40
Kingswood Wealth Advisors
California
$235K -$22K -700 -9%
SI
41
Stephens Inc
Arkansas
$230K +$251 +8 +0.1%
CL
42
CSS LLC
Illinois
$229K +$227K +7,221 New
AWA
43
Arete Wealth Advisors
Illinois
$216K -$83.6K -2,661 -28%
UBS Group
44
UBS Group
Switzerland
$169K -$131K -4,162 -44%
SOA
45
Sea Otter Advisors
Florida
$116K +$20K +635 +21%
US Bancorp
46
US Bancorp
Minnesota
$72.3K -$133K -4,218 -65%
CWC
47
Carolinas Wealth Consulting
North Carolina
$59.9K – – –
C
48
Covestor
United Kingdom
$35K – – –
Comerica Bank
49
Comerica Bank
Texas
$28.1K +$27.9K +887 New
PMFA
50
Plante Moran Financial Advisors
Michigan
$17.4K -$3.14K -100 -15%
1
2
3

EMO Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2023, worth a combined $194M — up 10% from $177M a quarter earlier.

Fund positioning in EMO was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.74M. The largest seller was McGowan Group Asset Management, cutting an estimated $5.05M.

  • 62 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $194M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2023 was Saba Capital Management, an estimated $8.74M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2023 was McGowan Group Asset Management, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2023.