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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

109 hedge funds and large institutions have $258M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $244M → $258M (+$13.9M)

0.22% less ownership

Funds ownership: 28.77% → 28.55% (-0.22%)

3% less funds holding

Funds holding: 112 → 109 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
37
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
AAM
Advisors Asset Management
Colorado
+$1.69M
3
First Trust Advisors
First Trust Advisors
Illinois
+$629K
4
RWM
Ritholtz Wealth Management
New York
+$493K
5
AFG
Atomi Financial Group
New York
+$285K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$901K
2
Franklin Resources
Franklin Resources
California
-$860K
3
GC
Guggenheim Capital
Illinois
-$807K
4
WAM
Wolverine Asset Management
Illinois
-$797K
5
Bank of America
Bank of America
North Carolina
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$938K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$873K +$629K +12,840 +271%
DC
28
Davenport & Co
Virginia
$872K +$181K +3,700 +27%
MML Investors Services
29
MML Investors Services
Massachusetts
$816K +$55K +1,123 +7%
AC
30
Aristides Capital
Kentucky
$815K -$157K -3,204 -16%
DADC
31
D.A. Davidson & Co
Montana
$783K +$3.97K +81 +0.5%
CC
32
CF Capital
Massachusetts
$763K +$13K +266 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$747K +$37.5K +765 +5%
MC
34
Matisse Capital
Oregon
$736K – – –
KWA
35
Kingswood Wealth Advisors
California
$722K – – –
SIA
36
Sit Investment Associates
Minnesota
$708K -$466K -9,509 -40%
IWA
37
Icon Wealth Advisors
Texas
$678K +$106K +2,171 +19%
NFG
38
Nations Financial Group
Iowa
$658K -$14.7K -300 -2%
WAM
39
Wolverine Asset Management
Illinois
$655K -$797K -16,275 -55%
Cerity Partners
40
Cerity Partners
New York
$648K – – –
Calamos Advisors
41
Calamos Advisors
Illinois
$635K -$25.1K -512 -4%
CSP
42
Cary Street Partners
Virginia
$607K – – –
AWA
43
Arete Wealth Advisors
Illinois
$600K -$41.1K -840 -6%
JP Morgan Chase
44
JP Morgan Chase
New York
$543K -$77.7K -1,586 -13%
Walleye Capital
45
Walleye Capital
New York
$539K +$3.33K +68 +0.6%
NA
46
NewEdge Advisors
Louisiana
$528K +$7.25K +148 +1%
HCM
47
Hollencrest Capital Management
California
$526K +$285K +5,818 +122%
RWM
48
Ritholtz Wealth Management
New York
$500K +$493K +10,069 New
MCM
49
MAI Capital Management
Ohio
$486K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$484K -$116K -2,371 -20%
1
2
3 4 5

EMO Hedge Fund Activity: Q1 2025 in Review

109 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2025, worth a combined $258M — up 5.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMO and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Saba Capital Management, cutting an estimated $901K.

  • 109 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $258M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.89M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2025 was Saba Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2025.