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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

61 hedge funds and large institutions have $371M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more capital invested

Capital invested by funds: $134M → $371M (+$237M)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13% more funds holding

Funds holding: 54 → 61 (+7)

1.88% more ownership

Funds ownership: 40.85% → 42.73% (+1.9%)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
9
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$17.2M
2
WP
Woodline Partners
California
+$9.22M
3
Millennium Management
Millennium Management
New York
+$1.23M
4
HCM
Hollencrest Capital Management
California
+$1.15M
5
TB
Terril Brothers
Missouri
+$933K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.22M
2
MGAM
McGowan Group Asset Management
Texas
-$5.55M
3
CA
Cornerstone Advisors
North Carolina
-$5.1M
4
QC
Quantedge Capital
Singapore
-$1.96M
5
OFG
OTA Financial Group
New York
-$858K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
51
McElhenny Sheffield Capital Management
Texas
$16.3K +$16.4K +570 New
TSWM
52
Tyler-Stone Wealth Management
Ohio
$13K – – –
KLWA
53
Kelly Lawrence W & Associates
California
$11.8K – – –
SCA
54
Stonebridge Capital Advisors
Minnesota
$9.1K – – –
TWM
55
Tradition Wealth Management
Minnesota
$9K +$144 +5 +2%
SN
56
Sittner & Nelson
Oregon
$5.92K – – –
BWL
57
Bogart Wealth LLC
Virginia
$4.84K +$86 +3 +2%
LC
58
Lindbrook Capital
California
$3.95K – – –
BTI
59
Blue Trust Inc
Georgia
$3K +$3.46K +120 New
BAM
60
Belpointe Asset Management
Nevada
$1.97K +$1.99K +69 New
IA
61
IFP Advisors
Florida
$1K – – –
HNB
62
Huntington National Bank
Ohio
$57 – – –
RCM
63
Rivernorth Capital Management
Florida
– -$6.22M -247,908 Closed
CA
64
Cornerstone Advisors
North Carolina
– -$5.1M -204,065 Closed
OFG
65
OTA Financial Group
New York
– -$858K -34,321 Closed
MC
66
Matisse Capital
Oregon
– -$725K -28,992 Closed
Bessemer Group
67
Bessemer Group
New Jersey
– -$4K -168 Closed
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
– -$4K -168 Closed
1 2
3

EMO Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2022, worth a combined $371M — up 177% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.22M sold.

  • 61 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $371M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2022, up 177% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2022 was Saba Capital Management, an estimated $17.2M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2022.