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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

119 hedge funds and large institutions have $262M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $188M → $262M (+$74.6M)

9.34% more ownership

Funds ownership: 22.94% → 32.28% (+9.3%)

6% more funds holding

Funds holding: 112 → 119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$32.3M
2
AIA
Absolute Investment Advisers
Florida
+$3.68M
3
Morgan Stanley
Morgan Stanley
New York
+$3.64M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.9M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$5.12M
2
YCM
Yakira Capital Management
Connecticut
-$4.15M
3
BFM
Boothbay Fund Management
New York
-$2.79M
4
AGM
Alpine Global Management
New York
-$2.11M
5
Wells Fargo
Wells Fargo
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$445K +$32.7K +749 +8%
MCM
52
MAI Capital Management
Ohio
$438K – – –
AC
53
Almitas Capital
California
$426K +$417K +9,549 New
NA
54
NewEdge Advisors
Louisiana
$426K -$3.5K -80 -0.8%
CF
55
Centaurus Financial
California
$425K -$1.53K -35 -0.4%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$412K – – –
A
57
Argentarii
Ohio
$405K – – –
Comerica Bank
58
Comerica Bank
Texas
$395K -$306 -7 -0.1%
XF
59
XML Financial
Maryland
$378K +$42K +961 +13%
Creative Planning
60
Creative Planning
Kansas
$373K +$97.8K +2,237 +37%
DC
61
Davenport & Co
Virginia
$371K -$285K -6,525 -44%
OC
62
Oppenheimer & Co
New York
$353K +$345K +7,901 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$353K +$16.9K +387 +5%
BEI
64
Benjamin Edwards Inc
Missouri
$317K -$32.8K -750 -10%
CPIG
65
Chicago Partners Investment Group
Illinois
$309K – – –
HPBT
66
Hickory Point Bank & Trust
Illinois
$308K +$302K +6,900 New
Jane Street
67
Jane Street
New York
$296K -$633K -14,486 -69%
P
68
&Partners
Tennessee
$285K +$77.9K +1,783 +39%
CAM
69
Concorde Asset Management
Michigan
$284K +$39.2K +896 +16%
TI
70
TrueMark Investments
Illinois
$282K +$276K +6,319 New
RCM
71
Robinson Capital Management
Michigan
$269K +$262K +6,000 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$239K -$428K -9,784 -65%
SS
73
Sunbelt Securities
Texas
$231K – – –
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$229K +$5.81K +133 +3%
MFG
75
Merit Financial Group
Georgia
$221K +$217K +4,959 New
1 2
3
4 5

EMO Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2025, worth a combined $262M — up 40% from $188M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMO positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.3M. The largest seller was Nomura Holdings, cutting an estimated $5.12M.

  • 119 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $262M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2025, up 40% quarter-over-quarter.
  • 25 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $32.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2025 was Nomura Holdings, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2025.