ClearBridge Energy Midstream Opportunity Fund
107 hedge funds and large institutions have $225M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 6 closing their positions.
867% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 6
775% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 4
192% more capital invested
Capital invested by funds: $77M → $225M (+$148M)
91% more funds holding
Funds holding: 56 → 107 (+51)
0.68% less ownership
Funds ownership: 30.31% → 29.62% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.7M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$19.9M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.19M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.67M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$1.05M |
| 4 |
SCM
Saba Capital Management
New York
|
-$399K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$305K |
EMO Hedge Fund Activity: Q3 2024 in Review
107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2024, worth a combined $225M — up 192% from $77M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EMO positions and 6 closed out — a net gain of 52 holders — while 35 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Sit Investment Associates, cutting an estimated $3.19M.
- 107 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2024, up from 56 in Q2 2024.
- Funds reported $225M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2024, up 192% quarter-over-quarter.
- 58 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2024 and 6 closed out, a net change of +52 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2024 was Morgan Stanley, an estimated $25.7M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2024 was Sit Investment Associates, an estimated $3.19M sold.
Based on aggregated 13F filings for Q3 2024.