EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

56 hedge funds and large institutions have $77M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-12
Holders Change %
-17.65%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
6
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.01M
2
EIA
Edgemoor Investment Advisors
Maryland
$1.86M
3
LCM
Landscape Capital Management
New Jersey
$410K
4
GC
Gratus Capital
Georgia
$363K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$867K

Top Sellers

1
SCM
Saba Capital Management
New York
$11M
2
SIA
Sit Investment Associates
Minnesota
$4.51M
3
Morgan Stanley
Morgan Stanley
New York
$17.6M
4
AC
Aristides Capital
Kentucky
$707K
5
CL
CSS LLC
Illinois
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$313K -$136K -3,298 -30%
KWM
27
Kingsview Wealth Management
Oregon
$310K -$42.1K -1,021 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$308K -$288K -6,980 -48%
KWA
29
Kingswood Wealth Advisors
California
$305K – – –
CAM
30
Concorde Asset Management
Michigan
$281K +$6.6K +160 +2%
CL
31
CSS LLC
Illinois
$279K -$4.23M -102,615 -94%
WAM
32
Wolverine Asset Management
Illinois
$251K -$2.15M -52,115 -90%
CPIG
33
Chicago Partners Investment Group
Illinois
$233K -$1.11K -28 -0.5%
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$212K -$314K -7,613 -60%
HCM
35
Hollencrest Capital Management
California
$197K -$1.45M -35,280 -88%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$180K -$1.06M -25,741 -85%
UBS Group
37
UBS Group
Switzerland
$177K -$55.9K -1,356 -24%
Osaic Holdings
38
Osaic Holdings
Arizona
$154K -$186K -4,504 -55%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$85.5K -$285K -6,924 -77%
RCM
40
Robinson Capital Management
Michigan
$76.7K -$566K -13,739 -88%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$69.9K +$21 +21 +0%
Comerica Bank
42
Comerica Bank
Texas
$36.6K – – –
TSWM
43
Tyler-Stone Wealth Management
Ohio
$19.3K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$16.5K +$16.5K +400 New
NA
45
NewEdge Advisors
Louisiana
$12.4K – – –
CWC
46
Carolinas Wealth Consulting
North Carolina
$9.48K -$69.8K -1,694 -88%
C
47
Covestor
United Kingdom
$7K -$51.7K -1,181 -88%
PS
48
Principal Securities
Iowa
$6.6K -$1.32K -32 -17%
PMFA
49
Plante Moran Financial Advisors
Michigan
$6.18K -$16.5K -400 -73%
IA
50
IFP Advisors
Florida
$2.06K – – –
1
2
3 4