We are live on ! Find out more
EMO

ClearBridge Energy Midstream Opportunity Fund

105 hedge funds and large institutions have $238M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

1.32% less ownership

Funds ownership: 28.55%27.24% (-1.3%)

4% less funds holding

Funds holding: 109105 (-4)

8% less capital invested

Capital invested by funds: $258M → $238M (-$20M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$915K +$68.6K +1,500 +9%
Capstone Investment Advisors
27
Capstone Investment Advisors
New York
$915K
M&T Bank
28
M&T Bank
New York
$907K
First Trust Advisors
29
First Trust Advisors
Illinois
$856K +$12.3K +269 +2%
AC
30
Aristides Capital
Kentucky
$788K
MML Investors Services
31
MML Investors Services
Massachusetts
$783K -$5.44K -119 -0.7%
FFWM
32
Future Financial Wealth Management
Ohio
$778K +$742K +16,221 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$706K -$16.2K -355 -2%
KWA
34
Kingswood Wealth Advisors
California
$698K
IWA
35
Icon Wealth Advisors
Texas
$678K +$21.7K +475 +3%
CC
36
CF Capital
Massachusetts
$653K -$139K -3,042 -18%
Cerity Partners
37
Cerity Partners
New York
$627K
DADC
38
D.A. Davidson & Co
Montana
$594K -$155K -3,395 -22%
CSP
39
Cary Street Partners
Virginia
$587K
JP Morgan Chase
40
JP Morgan Chase
New York
$572K +$45.3K +990 +9%
Calamos Advisors
41
Calamos Advisors
Illinois
$565K -$46.9K -1,024 -8%
AWA
42
Arete Wealth Advisors
Illinois
$543K -$35K -766 -6%
HCM
43
Hollencrest Capital Management
California
$508K
RWM
44
Ritholtz Wealth Management
New York
$483K
MCM
45
MAI Capital Management
Ohio
$470K
HighTower Advisors
46
HighTower Advisors
Illinois
$469K +$778 +17 +0.2%
CF
47
Centaurus Financial
California
$466K
NA
48
NewEdge Advisors
Louisiana
$458K -$50K -1,092 -10%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$442K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$442K +$34.8K +761 +9%

EMO Hedge Fund Activity: Q2 2025 in Review

105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2025, worth a combined $238M — down 7.8% from $258M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMO and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.02M sold.

  • 105 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2025, down from 109 in Q1 2025.
  • Funds reported $238M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2025 and 12 closed out, a net change of -2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2025 was Wells Fargo, an estimated $3.57M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2025 was Saba Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.