EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

56 hedge funds and large institutions have $77M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-12
Holders Change %
-17.65%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
6
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.01M
2
EIA
Edgemoor Investment Advisors
Maryland
$1.86M
3
LCM
Landscape Capital Management
New Jersey
$410K
4
GC
Gratus Capital
Georgia
$363K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$867K

Top Sellers

1
SCM
Saba Capital Management
New York
$11M
2
SIA
Sit Investment Associates
Minnesota
$4.51M
3
Morgan Stanley
Morgan Stanley
New York
$17.6M
4
AC
Aristides Capital
Kentucky
$707K
5
CL
CSS LLC
Illinois
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
51
Colonial Trust
South Carolina
$1.98K – – –
SIC
52
Salem Investment Counselors
North Carolina
$1.44K – – –
AAG
53
Armstrong Advisory Group
Massachusetts
$990 -$7.26K -176 -88%
MRCM
54
M&R Capital Management
New Jersey
$989 -$7.25K -176 -88%
FFA
55
Farther Finance Advisors
California
$944 +$944 +23 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$685 +$685 +17 New
HNB
57
Huntington National Bank
Ohio
$82 -$81 – –
AGM
58
Alpine Global Management
New York
– -$3.65M -90,000 Closed
KACA
59
Kayne Anderson Capital Advisors
California
– -$2.16M -53,260 Closed
AIA
60
Absolute Investment Advisers
Florida
– -$2.1M -51,695 Closed
RCM
61
Rivernorth Capital Management
Florida
– -$1.68M -41,354 Closed
TB
62
Terril Brothers
Missouri
– -$1.07M -26,380 Closed
AW
63
Atlas Wealth
Ohio
– -$978K -24,077 Closed
QL
64
Quarry LP
New York
– -$805K -19,822 Closed
IWC
65
Integrated Wealth Concepts
Massachusetts
– -$541K -13,316 Closed
COLIM
66
City of London Investment Management
United Kingdom
– -$433K -10,651 Closed
RJA
67
Raymond James & Associates
Florida
– -$386K -9,514 Closed
Calamos Advisors
68
Calamos Advisors
Illinois
– -$340K -8,371 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$301K -7,413 Closed
SI
70
Stephens Inc
Arkansas
– -$292K -7,201 Closed
PPW
71
Pasadena Private Wealth
California
– -$223K -5,480 Closed
Bank of New York Mellon
72
Bank of New York Mellon
New York
– -$203K -5,002 Closed
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
– -$9.1K -224 Closed
BWL
74
Bogart Wealth LLC
Virginia
– -$6.87K -169 Closed
TC
75
Truvestments Capital
Florida
– -$5.07K -125 Closed
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