ClearBridge Energy Midstream Opportunity Fund
54 hedge funds and large institutions have $134M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 9 closing their positions.
10% more capital invested
Capital invested by funds: $121M → $134M (+$12.5M)
1.63% more ownership
Funds ownership: 39.22% → 40.85% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 62 → 54 (-8)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$21.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$551K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$509K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$435K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.6M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$2.36M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.1M |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$2.1M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$944K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWL
51
Bogart Wealth LLC
Mclean,
Virginia
| $4K | +$82 | +3 | +2% |
|
|
HGERS
52
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $4K | +$4.57K | +168 | New |
|
|
LC
53
Lindbrook Capital
Calabasas,
California
| $3K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
AC
55
Almitas Capital
Santa Monica,
California
| – | -$2.36M | -100,057 | Closed |
|
|
HCM
56
Hollencrest Capital Management
Newport Beach,
California
| – | -$944K | -40,000 | Closed |
|
|
WAM
57
Wolverine Asset Management
Chicago,
Illinois
| – | -$807K | -34,211 | Closed |
|
|
BRWA
58
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$221K | -9,357 | Closed |
|
|
ICM
59
Islay Capital Management
Lubbock,
Texas
| – | -$33K | -1,400 | Closed |
|
|
SWM
60
SeaCrest Wealth Management
Purchase,
New York
| – | -$15K | -640 | Closed |
|
|
BFEC
61
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$5K | -205 | Closed |
|
62
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -129 | Closed |
|
|
MFT
63
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2K | -95 | Closed |
|
EMO Hedge Fund Activity: Q3 2022 in Review
54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2022, worth a combined $134M — up 10% from $121M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EMO and 3 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 13 added.
The largest buyer was Saba Capital Management, adding an estimated $21.3M. The largest seller was Sit Investment Associates, cutting an estimated $6.6M.
- 54 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2022, down from 62 in Q2 2022.
- Funds reported $134M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2022, up 10% quarter-over-quarter.
- 3 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2022 and 9 closed out, a net change of -6 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2022 was Saba Capital Management, an estimated $21.3M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2022 was Sit Investment Associates, an estimated $6.6M sold.
Based on aggregated 13F filings for Q3 2022.