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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

62 hedge funds and large institutions have $194M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $177M → $194M (+$17.7M)

1.66% more ownership

Funds ownership: 45.13% → 46.79% (+1.7%)

0% more funds holding

Funds holding: 62 → 62 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.74M
2
SIA
Sit Investment Associates
Minnesota
+$3.13M
3
AAM
Advisors Asset Management
Colorado
+$1.47M
4
AGM
Alpine Global Management
New York
+$1.39M
5
CCP
Clough Capital Partners
Massachusetts
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
MGAM
McGowan Group Asset Management
Texas
-$5.05M
2
ClearBridge Investments
ClearBridge Investments
New York
-$1.9M
3
QC
Quantedge Capital
Singapore
-$583K
4
Invesco
Invesco
Georgia
-$479K
5
AC
Almitas Capital
California
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
51
Tyler-Stone Wealth Management
Ohio
$15K – – –
KLWA
52
Kelly Lawrence W & Associates
California
$13.1K – – –
SCA
53
Stonebridge Capital Advisors
Minnesota
$10.1K – – –
NA
54
NewEdge Advisors
Louisiana
$9.51K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$6.66K +$6.6K +210 New
SN
56
Sittner & Nelson
Oregon
$6.56K – – –
AAG
57
Armstrong Advisory Group
Massachusetts
$6.34K – – –
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$5.74K +$5.69K +181 New
BWL
59
Bogart Wealth LLC
Virginia
$5.37K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$2K +$2.33K +74 New
CT
61
Colonial Trust
South Carolina
$1.52K – – –
WWP
62
WR Wealth Planners
Missouri
$1.27K – – –
HNB
63
Huntington National Bank
Ohio
$63 – – –
ClearBridge Investments
64
ClearBridge Investments
New York
– -$1.9M -63,651 Closed
LSC
65
Logan Stone Capital
Illinois
– -$431K -14,440 Closed
Millennium Management
66
Millennium Management
New York
– -$349K -11,678 Closed
PFO
67
Pathstone Family Office
New Jersey
– -$275K -9,200 Closed
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
– -$33K -1,106 Closed
TWM
69
Tradition Wealth Management
Minnesota
– -$9K -315 Closed
IA
70
IFP Advisors
Florida
– -$5.97K -200 Closed
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
– -$2.99K -100 Closed
1 2
3

EMO Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2023, worth a combined $194M — up 10% from $177M a quarter earlier.

Fund positioning in EMO was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.74M. The largest seller was McGowan Group Asset Management, cutting an estimated $5.05M.

  • 62 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $194M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2023 was Saba Capital Management, an estimated $8.74M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2023 was McGowan Group Asset Management, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2023.