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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

112 hedge funds and large institutions have $188M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

7% more funds holding

Funds holding: 105 → 112 (+7)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4.3% less ownership

Funds ownership: 27.24% → 22.94% (-4.3%)

21% less capital invested

Capital invested by funds: $238M → $188M (-$50M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$7.43M
2
PCM
Penserra Capital Management
California
+$6.13M
3
YCM
Yakira Capital Management
Connecticut
+$5.68M
4
BFM
Boothbay Fund Management
New York
+$2.92M
5
AGM
Alpine Global Management
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$28.6M
2
AAM
Advisors Asset Management
Colorado
-$11.5M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.54M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.61M
5
Morgan Stanley
Morgan Stanley
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$414K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$414K +$61.4K +1,303 +16%
A
53
Argentarii
Ohio
$407K +$47 +1 +0%
Comerica Bank
54
Comerica Bank
Texas
$398K +$283 +6 +0.1%
Calamos Advisors
55
Calamos Advisors
Illinois
$373K -$164K -3,480 -30%
BEI
56
Benjamin Edwards Inc
Missouri
$353K +$133K +2,818 +56%
PI
57
PFG Investments
New York
$343K +$360K +7,645 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$337K -$61.9K -1,313 -15%
XF
59
XML Financial
Maryland
$337K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$336K – – –
CPIG
61
Chicago Partners Investment Group
Illinois
$286K – – –
LA
62
LexAurum Advisors
Kansas
$286K – – –
Creative Planning
63
Creative Planning
Kansas
$275K +$288K +6,115 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$258K +$271K +5,746 New
CAM
65
Concorde Asset Management
Michigan
$245K +$258K +5,466 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$233K -$38.3K -812 -14%
SS
67
Sunbelt Securities
Texas
$232K – – –
SCA
68
Snowden Capital Advisors
New York
$225K +$4.81K +102 +2%
Cohen & Steers
69
Cohen & Steers
New York
$225K +$236K +5,000 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$225K +$236K +5,000 New
CL
71
Choreo LLC
Illinois
$218K -$50.5K -1,071 -18%
PAA
72
Peregrine Asset Advisers
Oregon
$210K – – –
Goldman Sachs
73
Goldman Sachs
New York
$208K +$660 +14 +0.3%
P
74
&Partners
Tennessee
$206K -$14.3K -303 -6%
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$204K -$180K -3,812 -46%
1 2
3
4 5

EMO Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2025, worth a combined $188M — down 21% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EMO positions and 12 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $7.43M. The largest seller was Raymond James Financial, cutting an estimated $28.6M.

  • 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $188M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2025, down 21% quarter-over-quarter.
  • 20 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2025 was Nomura Holdings, an estimated $7.43M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2025 was Raymond James Financial, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.