EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

107 hedge funds and large institutions have $225M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
35
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.7M
2
AAM
Advisors Asset Management
Colorado
+$20.8M
3
EWA
EP Wealth Advisors
California
+$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
5
Bank of America
Bank of America
North Carolina
+$9.2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.32M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$416K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$419K +$419K +9,934 New
NA
52
NewEdge Advisors
Louisiana
$414K +$401K +9,504 +3,168%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$389K +$928 +22 +0.2%
DADC
54
D.A. Davidson & Co
Montana
$384K +$384K +9,110 New
SIA
55
Schechter Investment Advisors
Michigan
$376K +$376K +8,901 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$351K +$351K +8,322 New
AWA
57
Arete Wealth Advisors
Illinois
$341K -$20.5K -485 -6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$338K +$338K +8,012 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$325K +$325K +7,694 New
Capstone Investment Advisors
60
Capstone Investment Advisors
New York
$313K +$313K +7,422 New
CAM
61
Concorde Asset Management
Michigan
$290K – – –
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$288K +$103K +2,447 +56%
CL
63
Choreo LLC
Illinois
$273K +$273K +6,518 New
LA
64
LexAurum Advisors
Kansas
$268K +$268K +6,357 New
SCA
65
Snowden Capital Advisors
New York
$256K +$256K +6,012 New
MOS
66
MGO One Seven
Ohio
$234K +$234K +5,537 New
PTC
67
Private Trust Company
Ohio
$232K +$232K +5,506 New
MCM
68
MAI Capital Management
Ohio
$230K +$230K +5,457 New
SS
69
Sunbelt Securities
Texas
$218K +$218K +5,163 New
HCM
70
Hollencrest Capital Management
California
$202K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$176K +$159K +3,761 +940%
EBA
72
Eagle Bay Advisors
New York
$161K +$161K +3,792 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$102K +$102K +2,422 New
AWM
74
Activest Wealth Management
Florida
$94.7K +$94.7K +2,245 New
HIA
75
Harbor Investment Advisory
Maryland
$89.1K +$89.1K +2,112 New
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