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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

109 hedge funds and large institutions have $258M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $244M → $258M (+$13.9M)

0.22% less ownership

Funds ownership: 28.77% → 28.55% (-0.22%)

3% less funds holding

Funds holding: 112 → 109 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
37
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
AAM
Advisors Asset Management
Colorado
+$1.69M
3
First Trust Advisors
First Trust Advisors
Illinois
+$629K
4
RWM
Ritholtz Wealth Management
New York
+$493K
5
AFG
Atomi Financial Group
New York
+$285K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$901K
2
Franklin Resources
Franklin Resources
California
-$860K
3
GC
Guggenheim Capital
Illinois
-$807K
4
WAM
Wolverine Asset Management
Illinois
-$797K
5
Bank of America
Bank of America
North Carolina
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$482K -$19.1K -390 -4%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$458K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$455K +$8.57K +175 +2%
A
54
Argentarii
Ohio
$450K -$49 -1 -0%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$419K -$7.84K -160 -2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$415K +$441 +9 +0.1%
XF
57
XML Financial
Maryland
$372K +$125K +2,555 +52%
IWC
58
Integrated Wealth Concepts
Massachusetts
$372K – – –
Comerica Bank
59
Comerica Bank
Texas
$369K +$196 +4 +0.1%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$331K -$2.89K -59 -0.9%
LA
61
LexAurum Advisors
Kansas
$315K – – –
CAM
62
Concorde Asset Management
Michigan
$303K -$3.87K -79 -1%
CPIG
63
Chicago Partners Investment Group
Illinois
$298K – – –
CL
64
Choreo LLC
Illinois
$297K -$12.4K -253 -4%
AFG
65
Atomi Financial Group
New York
$289K +$285K +5,819 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$284K +$280K +5,716 New
MOS
67
MGO One Seven
Ohio
$283K +$1.03K +21 +0.4%
SCA
68
Snowden Capital Advisors
New York
$281K +$2.2K +45 +0.8%
QC
69
Quantedge Capital
Singapore
$279K -$309K -6,300 -53%
BEI
70
Benjamin Edwards Inc
Missouri
$278K +$38.8K +792 +16%
PTC
71
Private Trust Company
Ohio
$273K – – –
AWS
72
Atria Wealth Solutions
New York
$259K +$18.2K +371 +8%
SS
73
Sunbelt Securities
Texas
$256K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$249K +$246K +5,027 New
PAA
75
Peregrine Asset Advisers
Oregon
$232K – – –
1 2
3
4 5

EMO Hedge Fund Activity: Q1 2025 in Review

109 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2025, worth a combined $258M — up 5.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMO and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Saba Capital Management, cutting an estimated $901K.

  • 109 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $258M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.89M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2025 was Saba Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2025.