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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

68 hedge funds and large institutions have $265M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $250M → $265M (+$15.8M)

6% more funds holding

Funds holding: 64 → 68 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.55% less ownership

Funds ownership: 55.16% → 51.61% (-3.6%)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% 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
14
Increased
16
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$4.29M
2
CL
CSS LLC
Illinois
+$2.92M
3
YCM
Yakira Capital Management
Connecticut
+$2.8M
4
WAM
Wolverine Asset Management
Illinois
+$2.14M
5
AIA
Absolute Investment Advisers
Florida
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$24.8M
2
CCP
Clough Capital Partners
Massachusetts
-$4.15M
3
TB
Terril Brothers
Missouri
-$3.29M
4
WP
Woodline Partners
California
-$2.71M
5
Goldman Sachs
Goldman Sachs
New York
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$203K +$184K +5,002 New
CWC
52
Carolinas Wealth Consulting
North Carolina
$78.1K – – –
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$70K +$807 +22 +0%
C
54
Covestor
United Kingdom
$54K – – –
Comerica Bank
55
Comerica Bank
Texas
$36K – – –
PMFA
56
Plante Moran Financial Advisors
Michigan
$22.3K – – –
TSWM
57
Tyler-Stone Wealth Management
Ohio
$19K – – –
NA
58
NewEdge Advisors
Louisiana
$12.2K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$9.1K +$8.22K +224 New
MRCM
60
M&R Capital Management
New Jersey
$8.12K +$7.34K +200 New
PS
61
Principal Securities
Iowa
$7.8K -$624 -17 -8%
AAG
62
Armstrong Advisory Group
Massachusetts
$6.98K – – –
BWL
63
Bogart Wealth LLC
Virginia
$6.87K – – –
TC
64
Truvestments Capital
Florida
$5.07K +$4.59K +125 New
IA
65
IFP Advisors
Florida
$2.03K +$1.83K +50 New
CT
66
Colonial Trust
South Carolina
$1.95K – – –
WWP
67
WR Wealth Planners
Missouri
$1.62K +$1.47K +40 New
SIC
68
Salem Investment Counselors
North Carolina
$1.42K – – –
HNB
69
Huntington National Bank
Ohio
$81 – – –
CCP
70
Clough Capital Partners
Massachusetts
– -$4.15M -118,943 Closed
WP
71
Woodline Partners
California
– -$2.71M -77,679 Closed
SOA
72
Sea Otter Advisors
Florida
– -$826K -23,648 Closed
Blackstone Inc
73
Blackstone Inc
New York
– -$395K -11,300 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$224K -6,402 Closed
VF
75
Virtu Financial
New York
– -$206K -5,903 Closed
1 2
3
4

EMO Hedge Fund Activity: Q1 2024 in Review

68 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2024, worth a combined $265M — up 6.3% from $250M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EMO positions and 10 closed out — a net gain of 4 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $4.29M. The largest seller was Morgan Stanley, cutting an estimated $24.8M.

  • 68 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $265M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 14 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2024 and 10 closed out, a net change of +4 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2024 was Bulldog Investors, an estimated $4.29M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2024 was Morgan Stanley, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2024.