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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

62 hedge funds and large institutions have $177M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $160M → $177M (+$16.4M)

7% more funds holding

Funds holding: 58 → 62 (+4)

1.62% more ownership

Funds ownership: 43.5% → 45.13% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$5.46M
2
Morgan Stanley
Morgan Stanley
New York
+$1.52M
3
AAM
Advisors Asset Management
Colorado
+$1.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$573K
5
SIA
Sit Investment Associates
Minnesota
+$396K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.07M
2
AC
Almitas Capital
California
-$581K
3
Wells Fargo
Wells Fargo
California
-$509K
4
Millennium Management
Millennium Management
New York
-$375K
5
Invesco
Invesco
Georgia
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
51
Tyler-Stone Wealth Management
Ohio
$14K +$13.3K +469 New
KLWA
52
Kelly Lawrence W & Associates
California
$12.1K – – –
SCA
53
Stonebridge Capital Advisors
Minnesota
$9.49K – – –
TWM
54
Tradition Wealth Management
Minnesota
$9K +$170 +6 +2%
NA
55
NewEdge Advisors
Louisiana
$8.96K – – –
SN
56
Sittner & Nelson
Oregon
$6.18K – – –
AAG
57
Armstrong Advisory Group
Massachusetts
$5.97K +$5.67K +200 New
IA
58
IFP Advisors
Florida
$5.97K +$5.67K +200 New
BWL
59
Bogart Wealth LLC
Virginia
$5.05K – – –
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$2.99K – – –
CT
61
Colonial Trust
South Carolina
$1.43K +$1.36K +48 New
WWP
62
WR Wealth Planners
Missouri
$1.19K – – –
HNB
63
Huntington National Bank
Ohio
$60 – – –
HighTower Advisors
64
HighTower Advisors
Illinois
– -$220K -7,724 Closed
ASN
65
Advisory Services Network
Georgia
– -$20.4K -721 Closed
LC
66
Lindbrook Capital
California
– -$3.9K -138 Closed
BTI
67
Blue Trust Inc
Georgia
– -$3K -120 Closed
BAM
68
Belpointe Asset Management
Nevada
– -$1.95K -69 Closed
1 2
3

EMO Hedge Fund Activity: Q2 2023 in Review

62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2023, worth a combined $177M — up 10% from $160M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.46M. The largest seller was Logan Stone Capital, cutting an estimated $1.07M.

  • 62 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $177M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2023, up 10% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2023 was Saba Capital Management, an estimated $5.46M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2023 was Logan Stone Capital, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2023.