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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

64 hedge funds and large institutions have $250M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $194M → $250M (+$55.1M)

8.37% more ownership

Funds ownership: 46.79% → 55.16% (+8.4%)

3% more funds holding

Funds holding: 62 → 64 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% 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
13
Increased
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.8M
2
SCM
Saba Capital Management
New York
+$15.1M
3
SIA
Sit Investment Associates
Minnesota
+$7.15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.28M
5
CCP
Clough Capital Partners
Massachusetts
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
-$8.65M
2
MGAM
McGowan Group Asset Management
Texas
-$4.73M
3
AC
Almitas Capital
California
-$696K
4
Invesco
Invesco
Georgia
-$480K
5
AAM
Advisors Asset Management
Colorado
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Robinson Capital Management
Michigan
$473K +$443K +13,600 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$462K – – –
RJA
28
Raymond James & Associates
Florida
$459K +$16K +491 +4%
Cerity Partners
29
Cerity Partners
New York
$456K +$1.5K +46 +0.4%
Ameriprise
30
Ameriprise
Minnesota
$453K +$10.3K +315 +2%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$450K -$21.7K -665 -5%
KWM
32
Kingsview Wealth Management
Oregon
$425K -$64.6K -1,982 -14%
Blackstone Inc
33
Blackstone Inc
New York
$395K – – –
CF
34
Centaurus Financial
California
$373K – – –
CAN
35
Cetera Advisor Networks
California
$346K – – –
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$321K +$300K +9,200 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$311K +$290K +8,900 New
Osaic Holdings
38
Osaic Holdings
Arizona
$283K -$19.4K -596 -7%
Wells Fargo
39
Wells Fargo
California
$273K -$35.7K -1,095 -12%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$272K +$254K +7,789 New
YCM
41
Yakira Capital Management
Connecticut
$272K +$254K +7,778 New
UBS Group
42
UBS Group
Switzerland
$271K +$79.4K +2,434 +46%
AWA
43
Arete Wealth Advisors
Illinois
$263K +$23.5K +720 +11%
KWA
44
Kingswood Wealth Advisors
California
$258K – – –
SI
45
Stephens Inc
Arkansas
$254K +$293 +9 +0.1%
Citadel Advisors
46
Citadel Advisors
Florida
$224K +$209K +6,402 New
VF
47
Virtu Financial
New York
$206K +$192K +5,903 New
CPIG
48
Chicago Partners Investment Group
Illinois
$203K +$190K +5,817 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$70K +$2.28M +69,875 New
CWC
50
Carolinas Wealth Consulting
North Carolina
$67.2K – – –
1
2
3

EMO Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2023, worth a combined $250M — up 28% from $194M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMO positions and 10 closed out — a net gain of 3 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.8M. The largest seller was Woodline Partners, cutting an estimated $8.65M.

  • 64 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $250M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2023, up 28% quarter-over-quarter.
  • 13 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2023 and 10 closed out, a net change of +3 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $19.8M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2023 was Woodline Partners, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2023.