EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.92M
5
AGM
Alpine Global Management
New York
$698K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$27.9M
2
DFG
Delphi Financial Group
Delaware
$0
3
SCM
Saba Capital Management
New York
$9.32M
4
Franklin Resources
Franklin Resources
California
$860K
5
QC
Quantedge Capital
Singapore
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$488K +$32.1K +690 +7%
CF
52
Centaurus Financial
California
$470K – – –
MCM
53
MAI Capital Management
Ohio
$456K +$202K +4,346 +80%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$429K – – –
A
55
Argentarii
Ohio
$422K +$422K +9,066 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$418K +$45.4K +976 +12%
SIA
57
Schechter Investment Advisors
Michigan
$414K – – –
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$400K -$162K -3,481 -29%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$389K +$1.3K +28 +0.3%
IWC
60
Integrated Wealth Concepts
Massachusetts
$348K -$9.63K -207 -3%
Comerica Bank
61
Comerica Bank
Texas
$346K +$291K +6,251 +527%
CPIG
62
Chicago Partners Investment Group
Illinois
$313K -$173K -3,659 -36%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$313K -$4.65K -100 -1%
LA
64
LexAurum Advisors
Kansas
$296K – – –
CAM
65
Concorde Asset Management
Michigan
$292K -$25.1K -540 -8%
CL
66
Choreo LLC
Illinois
$289K -$12.7K -274 -4%
MOS
67
MGO One Seven
Ohio
$265K +$7.03K +151 +3%
SCA
68
Snowden Capital Advisors
New York
$260K -$20.1K -432 -7%
PTC
69
Private Trust Company
Ohio
$256K – – –
SS
70
Sunbelt Securities
Texas
$236K – – –
XF
71
XML Financial
Maryland
$230K +$230K +4,950 New
AWS
72
Atria Wealth Solutions
New York
$226K +$226K +4,847 New
BEI
73
Benjamin Edwards Inc
Missouri
$224K +$224K +4,820 New
HCM
74
Hollencrest Capital Management
California
$222K – – –
First Trust Advisors
75
First Trust Advisors
Illinois
$221K +$221K +4,745 New
1 2
3
4 5