EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.92M
5
AGM
Alpine Global Management
New York
$698K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$27.9M
2
DFG
Delphi Financial Group
Delaware
$0
3
SCM
Saba Capital Management
New York
$9.32M
4
Franklin Resources
Franklin Resources
California
$860K
5
QC
Quantedge Capital
Singapore
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Sit Investment Associates
Minnesota
$1.11M -$324K -6,973 -23%
AC
27
Aristides Capital
Kentucky
$914K +$98.7K +2,120 +12%
Capstone Investment Advisors
28
Capstone Investment Advisors
New York
$888K +$542K +11,651 +157%
M&T Bank
29
M&T Bank
New York
$880K – – –
Franklin Resources
30
Franklin Resources
California
$860K -$2.56M -55,043 -75%
GC
31
Guggenheim Capital
Illinois
$807K -$242K -5,207 -23%
CC
32
CF Capital
Massachusetts
$768K +$768K +16,500 New
Millennium Management
33
Millennium Management
New York
$732K -$644K -13,832 -47%
DADC
34
D.A. Davidson & Co
Montana
$730K +$306K +6,583 +72%
MML Investors Services
35
MML Investors Services
Massachusetts
$713K +$74.5K +1,602 +12%
AGM
36
Alpine Global Management
New York
$698K +$698K +15,000 New
MC
37
Matisse Capital
Oregon
$690K -$643K -13,818 -48%
KWA
38
Kingswood Wealth Advisors
California
$677K +$677K +14,549 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$665K -$48.6K -1,046 -7%
DC
40
Davenport & Co
Virginia
$646K +$41.9K +900 +7%
NFG
41
Nations Financial Group
Iowa
$631K -$67.9K -1,459 -10%
Calamos Advisors
42
Calamos Advisors
Illinois
$620K +$119K +2,560 +24%
Cerity Partners
43
Cerity Partners
New York
$608K – – –
AWA
44
Arete Wealth Advisors
Illinois
$602K +$226K +4,842 +60%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$583K -$8.15K -175 -1%
CSP
46
Cary Street Partners
Virginia
$570K +$570K +12,237 New
HighTower Advisors
47
HighTower Advisors
Illinois
$564K -$573K -12,320 -50%
QC
48
Quantedge Capital
Singapore
$555K -$1.48M -31,900 -73%
IWA
49
Icon Wealth Advisors
Texas
$534K – – –
Walleye Capital
50
Walleye Capital
New York
$503K -$467K -10,029 -48%
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