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EMO

ClearBridge Energy Midstream Opportunity Fund

105 hedge funds and large institutions have $238M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

1.32% less ownership

Funds ownership: 28.55%27.24% (-1.3%)

4% less funds holding

Funds holding: 109105 (-4)

8% less capital invested

Capital invested by funds: $258M → $238M (-$20M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
51
Argentarii
Ohio
$435K
Comerica Bank
52
Comerica Bank
Texas
$424K +$64.4K +1,407 +19%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$423K -$15.4K -337 -4%
SI
54
Stephens Inc
Arkansas
$421K +$189K +4,130 +89%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$401K +$382K +8,352 New
Jane Street
56
Jane Street
New York
$397K +$379K +8,282 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$379K -$20.8K -455 -5%
XF
58
XML Financial
Maryland
$360K
IWC
59
Integrated Wealth Concepts
Massachusetts
$359K -$549 -12 -0.2%
CPIG
60
Chicago Partners Investment Group
Illinois
$313K
LA
61
LexAurum Advisors
Kansas
$305K
Walleye Capital
62
Walleye Capital
New York
$288K -$222K -4,859 -45%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$287K -$30.7K -672 -10%
CL
64
Choreo LLC
Illinois
$284K -$2.88K -63 -1%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$264K +$22.1K +483 +10%
BEI
66
Benjamin Edwards Inc
Missouri
$242K -$26.1K -570 -10%
SS
67
Sunbelt Securities
Texas
$240K
SCA
68
Snowden Capital Advisors
New York
$236K -$34.2K -748 -13%
P
69
&Partners
Tennessee
$235K +$224K +4,893 New
PAA
70
Peregrine Asset Advisers
Oregon
$224K
Goldman Sachs
71
Goldman Sachs
New York
$222K
MOS
72
MGO One Seven
Ohio
$217K -$54.3K -1,187 -21%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$214K -$869 -19 -0.4%
PTC
74
Private Trust Company
Ohio
$207K -$54.9K -1,200 -22%
NS
75
NBC Securities
Alabama
$152K

EMO Hedge Fund Activity: Q2 2025 in Review

105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2025, worth a combined $238M — down 7.8% from $258M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMO and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.02M sold.

  • 105 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2025, down from 109 in Q1 2025.
  • Funds reported $238M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2025 and 12 closed out, a net change of -2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2025 was Wells Fargo, an estimated $3.57M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2025 was Saba Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.