EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
35
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.7M
2
AAM
Advisors Asset Management
Colorado
+$20.8M
3
EWA
EP Wealth Advisors
California
+$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
5
Bank of America
Bank of America
North Carolina
+$9.2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.32M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$416K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$70K +$121 +121 +0.2%
HGA
77
Hobbs Group Advisors
South Carolina
$67.9K +$67.9K +1,610 New
FIA
78
FNY Investment Advisers
New York
$54K +$54K +1,300 New
Comerica Bank
79
Comerica Bank
Texas
$50.1K +$12.6K +299 +34%
BWL
80
Bogart Wealth LLC
Virginia
$36.5K +$36.5K +865 New
GJWM
81
Gilliland Jeter Wealth Management
Arkansas
$30.9K +$30.9K +733 New
ADL
82
Asset Dedication LLC
California
$23.5K +$23.5K +556 New
LI
83
LRI Investments
Florida
$21.4K +$21.4K +455 New
CFB
84
Cullen/Frost Bankers
Texas
$20.7K +$20.7K +491 New
Bessemer Group
85
Bessemer Group
New Jersey
$18K +$18K +429 New
TFGT
86
TS Financial Group (TSFG)
Illinois
$13K +$13K +297 New
C
87
Covestor
United Kingdom
$12K +$5.09K +118 +74%
BBHC
88
Brown Brothers Harriman & Co
New York
$11.8K +$11.8K +280 New
GIA
89
GHP Investment Advisors
Colorado
$11K +$11K +261 New
PSB
90
Piscataqua Savings Bank
New Hampshire
$10K +$10K +238 New
CWC
91
Carolinas Wealth Consulting
North Carolina
$9.71K – – –
AW
92
Avion Wealth
Texas
$9K +$9K +222 New
NS
93
NBC Securities
Alabama
$9K +$9K +223 New
SWA
94
SOA Wealth Advisors
New York
$8.61K +$8.61K +204 New
CPA
95
Clear Point Advisors
New York
$7.13K +$7.13K +169 New
PS
96
Principal Securities
Iowa
$6.41K -$338 -8 -5%
PMFA
97
Plante Moran Financial Advisors
Michigan
$6.33K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +140 New
CT
99
Colonial Trust
South Carolina
$3.21K +$1.18K +28 +58%
GWM
100
Geneos Wealth Management
Colorado
$2.7K +$2.7K +64 New
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4
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