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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

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

18% less funds holding

Funds holding: 68 → 56 (-12)

21.3% less ownership

Funds ownership: 51.61% → 30.31% (-21%)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

71% less capital invested

Capital invested by funds: $265M → $77M (-$188M)

82% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

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

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.02M
2
EIA
Edgemoor Investment Advisors
Maryland
+$1.87M
3
LCM
Landscape Capital Management
New Jersey
+$412K
4
GC
Gratus Capital
Georgia
+$364K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$329K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$113M
2
SIA
Sit Investment Associates
Minnesota
-$32.6M
3
Morgan Stanley
Morgan Stanley
New York
-$7.93M
4
AC
Aristides Capital
Kentucky
-$5.25M
5
CL
CSS LLC
Illinois
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
51
Colonial Trust
South Carolina
$1.98K – – –
SIC
52
Salem Investment Counselors
North Carolina
$1.44K – – –
AAG
53
Armstrong Advisory Group
Massachusetts
$990 -$7.29K -176 -88%
MRCM
54
M&R Capital Management
New Jersey
$989 -$7.29K -176 -88%
FFA
55
Farther Finance Advisors
California
$944 +$952 +23 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$685 +$704 +17 New
HNB
57
Huntington National Bank
Ohio
$82 – – –
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
1 2
3
4

EMO Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2024, worth a combined $77M — down 71% from $265M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EMO and 8 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 6 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.02M. The largest seller was Saba Capital Management, cutting an estimated $113M.

  • 56 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2024, down from 68 in Q1 2024.
  • Funds reported $77M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2024, down 71% quarter-over-quarter.
  • 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2024 and 19 closed out, a net change of -11 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2024 was Thomas J. Herzfeld Advisors, an estimated $2.02M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2024 was Saba Capital Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2024.