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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

107 hedge funds and large institutions have $225M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 6

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

192% more capital invested

Capital invested by funds: $77M → $225M (+$148M)

91% more funds holding

Funds holding: 56 → 107 (+51)

0.68% less ownership

Funds ownership: 30.31% → 29.62% (-0.68%)

Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
35
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
AAM
Advisors Asset Management
Colorado
+$19.9M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
5
Bank of America
Bank of America
North Carolina
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.19M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$399K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CSS LLC
Illinois
$1.44M +$1.11M +27,322 +404%
WAM
27
Wolverine Asset Management
Illinois
$1.33M +$1.03M +25,489 +419%
SIA
28
Sit Investment Associates
Minnesota
$1.3M -$3.19M -78,773 -72%
Millennium Management
29
Millennium Management
New York
$1.25M +$1.2M +29,550 New
MC
30
Matisse Capital
Oregon
$1.21M +$1.16M +28,653 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.03M +$990K +24,449 New
RJA
32
Raymond James & Associates
Florida
$992K +$952K +23,509 New
GC
33
Guggenheim Capital
Illinois
$952K +$913K +22,548 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$891K +$2.63K +65 +0.3%
Walleye Capital
35
Walleye Capital
New York
$879K +$844K +20,831 New
BI
36
Bulldog Investors
New Jersey
$840K +$218K +5,381 +37%
M&T Bank
37
M&T Bank
New York
$798K +$766K +18,913 New
AC
38
Aristides Capital
Kentucky
$739K +$14.5K +358 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$648K +$319K +7,875 +105%
NFG
40
Nations Financial Group
Iowa
$633K +$608K +15,010 New
MML Investors Services
41
MML Investors Services
Massachusetts
$579K +$556K +13,722 New
Cerity Partners
42
Cerity Partners
New York
$551K – – –
DC
43
Davenport & Co
Virginia
$548K +$95.2K +2,350 +22%
JP Morgan Chase
44
JP Morgan Chase
New York
$536K +$431K +10,631 +513%
TCA
45
Transcend Capital Advisors
New Jersey
$527K +$506K +12,490 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$510K +$182K +4,492 +59%
IWA
47
Icon Wealth Advisors
Texas
$485K +$465K +11,484 New
CPIG
48
Chicago Partners Investment Group
Illinois
$454K +$179K +4,407 +75%
Calamos Advisors
49
Calamos Advisors
Illinois
$454K +$436K +10,752 New
CF
50
Centaurus Financial
California
$427K +$1.54K +38 +0.4%
1
2
3 4 5

EMO Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2024, worth a combined $225M — up 192% from $77M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EMO positions and 6 closed out — a net gain of 52 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Sit Investment Associates, cutting an estimated $3.19M.

  • 107 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $225M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2024, up 192% quarter-over-quarter.
  • 58 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2024 and 6 closed out, a net change of +52 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2024 was Morgan Stanley, an estimated $25.7M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2024 was Sit Investment Associates, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2024.