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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

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

867% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 6

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

192% more capital invested

Capital invested by funds: $77M → $225M (+$148M)

91% more funds holding

Funds holding: 56 → 107 (+51)

0.68% less ownership

Funds ownership: 30.31% → 29.62% (-0.68%)

Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.54%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
AAM
Advisors Asset Management
Colorado
+$19.9M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
5
Bank of America
Bank of America
North Carolina
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.19M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$399K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$419K +$402K +9,934 New
NA
52
NewEdge Advisors
Louisiana
$414K +$385K +9,504 +3,168%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$389K +$891 +22 +0.2%
DADC
54
D.A. Davidson & Co
Montana
$384K +$369K +9,110 New
SIA
55
Schechter Investment Advisors
Michigan
$376K +$361K +8,901 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$351K +$337K +8,322 New
AWA
57
Arete Wealth Advisors
Illinois
$341K -$19.6K -485 -6%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$338K +$325K +8,012 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$325K +$312K +7,694 New
Capstone Investment Advisors
60
Capstone Investment Advisors
New York
$313K +$301K +7,422 New
CAM
61
Concorde Asset Management
Michigan
$290K – – –
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$288K +$99.1K +2,447 +56%
CL
63
Choreo LLC
Illinois
$273K +$264K +6,518 New
LA
64
LexAurum Advisors
Kansas
$268K +$258K +6,357 New
SCA
65
Snowden Capital Advisors
New York
$256K +$244K +6,012 New
MOS
66
MGO One Seven
Ohio
$234K +$224K +5,537 New
PTC
67
Private Trust Company
Ohio
$232K +$223K +5,506 New
MCM
68
MAI Capital Management
Ohio
$230K +$221K +5,457 New
SS
69
Sunbelt Securities
Texas
$218K +$209K +5,163 New
HCM
70
Hollencrest Capital Management
California
$202K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$176K +$152K +3,761 +940%
EBA
72
Eagle Bay Advisors
New York
$161K +$154K +3,792 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$102K +$98.1K +2,422 New
AWM
74
Activest Wealth Management
Florida
$94.7K +$91K +2,245 New
HIA
75
Harbor Investment Advisory
Maryland
$89.1K +$85.6K +2,112 New
1 2
3
4 5

EMO Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2024, worth a combined $225M — up 192% from $77M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EMO positions and 6 closed out — a net gain of 52 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Sit Investment Associates, cutting an estimated $3.19M.

  • 107 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $225M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2024, up 192% quarter-over-quarter.
  • 58 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2024 and 6 closed out, a net change of +52 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2024 was Morgan Stanley, an estimated $25.7M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2024 was Sit Investment Associates, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2024.