EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.55%
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

1
Morgan Stanley
Morgan Stanley
New York
+$26.7M
2
AAM
Advisors Asset Management
Colorado
+$20.8M
3
EWA
EP Wealth Advisors
California
+$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
5
Bank of America
Bank of America
North Carolina
+$9.2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.32M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$416K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
26
CSS LLC
Illinois
$1.44M +$1.15M +27,322 +404%
WAM
27
Wolverine Asset Management
Illinois
$1.33M +$1.08M +25,489 +419%
SIA
28
Sit Investment Associates
Minnesota
$1.3M -$3.32M -78,773 -72%
Millennium Management
29
Millennium Management
New York
$1.25M +$1.25M +29,550 New
MC
30
Matisse Capital
Oregon
$1.21M +$1.21M +28,653 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.03M +$1.03M +24,449 New
RJA
32
Raymond James & Associates
Florida
$992K +$992K +23,509 New
GC
33
Guggenheim Capital
Illinois
$952K +$952K +22,548 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$891K +$2.74K +65 +0.3%
Walleye Capital
35
Walleye Capital
New York
$879K +$879K +20,831 New
BI
36
Bulldog Investors
New Jersey
$840K +$227K +5,381 +37%
M&T Bank
37
M&T Bank
New York
$798K +$798K +18,913 New
AC
38
Aristides Capital
Kentucky
$739K +$15.1K +358 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$648K +$333K +7,875 +105%
NFG
40
Nations Financial Group
Iowa
$633K +$633K +15,010 New
MML Investors Services
41
MML Investors Services
Massachusetts
$579K +$579K +13,722 New
Cerity Partners
42
Cerity Partners
New York
$551K – – –
DC
43
Davenport & Co
Virginia
$548K +$99.2K +2,350 +22%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$536K +$449K +10,631 +513%
TCA
45
Transcend Capital Advisors
New Jersey
$527K +$527K +12,490 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$510K +$190K +4,492 +59%
IWA
47
Icon Wealth Advisors
Texas
$485K +$485K +11,484 New
CPIG
48
Chicago Partners Investment Group
Illinois
$454K +$195K +4,407 +75%
Calamos Advisors
49
Calamos Advisors
Illinois
$454K +$454K +10,752 New
CF
50
Centaurus Financial
California
$427K +$1.61K +38 +0.4%
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