EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

68 hedge funds and large institutions have $265M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
16
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$4.75M
2
CL
CSS LLC
Illinois
+$3.24M
3
YCM
Yakira Capital Management
Connecticut
+$3.1M
4
WAM
Wolverine Asset Management
Illinois
+$2.36M
5
AIA
Absolute Investment Advisers
Florida
+$2.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.4M
2
CCP
Clough Capital Partners
Massachusetts
-$4.15M
3
TB
Terril Brothers
Missouri
-$3.64M
4
WP
Woodline Partners
California
-$2.71M
5
Goldman Sachs
Goldman Sachs
New York
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$541K +$4.06K +100 +0.8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$532K +$170K +4,190 +47%
Cerity Partners
28
Cerity Partners
New York
$531K – – –
QPWM
29
Quadrant Private Wealth Management
Pennsylvania
$518K -$5.4K -133 -1%
Invesco
30
Invesco
Georgia
$493K -$396K -9,756 -45%
Ameriprise
31
Ameriprise
Minnesota
$454K -$72.5K -1,786 -14%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$442K +$442K +10,890 New
COLIM
33
City of London Investment Management
United Kingdom
$433K -$603K -14,849 -58%
CF
34
Centaurus Financial
California
$432K -$1.79K -44 -0.4%
CAN
35
Cetera Advisor Networks
California
$401K -$1.02K -25 -0.3%
Wells Fargo
36
Wells Fargo
California
$395K +$78.4K +1,930 +25%
RJA
37
Raymond James & Associates
Florida
$386K -$148K -3,640 -28%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$374K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$365K -$208K -5,131 -36%
DC
40
Davenport & Co
Virginia
$364K +$364K +8,967 New
KWM
41
Kingsview Wealth Management
Oregon
$347K -$148K -3,643 -30%
Calamos Advisors
42
Calamos Advisors
Illinois
$340K +$340K +8,371 New
Osaic Holdings
43
Osaic Holdings
Arizona
$334K +$5.36K +132 +2%
Goldman Sachs
44
Goldman Sachs
New York
$301K -$2.26M -55,725 -88%
KWA
45
Kingswood Wealth Advisors
California
$301K – – –
SI
46
Stephens Inc
Arkansas
$292K -$3.05K -75 -1%
CAM
47
Concorde Asset Management
Michigan
$271K -$1.15M -28,322 -81%
CPIG
48
Chicago Partners Investment Group
Illinois
$242K +$3.57K +87 +1%
UBS Group
49
UBS Group
Switzerland
$230K -$85.4K -2,103 -27%
PPW
50
Pasadena Private Wealth
California
$223K +$223K +5,480 New
1
2
3 4