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ClearBridge Energy Midstream Opportunity Fund

119 hedge funds and large institutions have $295M invested in ClearBridge Energy Midstream Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more capital invested

Capital invested by funds: $262M → $295M (+$32.6M)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.38% less ownership

Funds ownership: 32.28%27.89% (-4.4%)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1.3M -$562K -11,306 -31%
CEFA
27
Closed-End Fund Advisors
Virginia
$1.21M -$22.4K -450 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.18M -$214K -4,309 -16%
IA
29
IFP Advisors
Florida
$1.15M -$125K -2,515 -10%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.05M +$458K +9,207 +87%
HCM
31
Hollencrest Capital Management
California
$1.02M
Capstone Investment Advisors
32
Capstone Investment Advisors
New York
$1.01M
Nomura Holdings
33
Nomura Holdings
Japan
$1M -$1.07M -21,474 -53%
M&T Bank
34
M&T Bank
New York
$999K
SI
35
Stephens Inc
Arkansas
$950K -$2.09K -42 -0.2%
Calamos Advisors
36
Calamos Advisors
Illinois
$861K +$96.4K +1,940 +14%
KWA
37
Kingswood Wealth Advisors
California
$792K
FFWM
38
Future Financial Wealth Management
Ohio
$758K -$19.6K -394 -2%
IWA
39
Icon Wealth Advisors
Texas
$721K +$1.24K +25 +0.2%
JP Morgan Chase
40
JP Morgan Chase
New York
$702K +$4.67K +94 +0.7%
CSP
41
Cary Street Partners
Virginia
$660K
IP
42
Indivisible Partners
Florida
$643K +$4.32K +87 +0.7%
HPBT
43
Hickory Point Bank & Trust
Illinois
$616K +$237K +4,765 +69%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$600K +$172K +3,455 +44%
DADC
45
D.A. Davidson & Co
Montana
$568K +$199 +4 +0%
HighTower Advisors
46
HighTower Advisors
Illinois
$558K +$26.1K +525 +5%
RWM
47
Ritholtz Wealth Management
New York
$532K
Creative Planning
48
Creative Planning
Kansas
$520K +$74.5K +1,500 +18%
NA
49
NewEdge Advisors
Louisiana
$516K +$10.8K +218 +2%
MCM
50
MAI Capital Management
Ohio
$506K -$11.2K -225 -2%