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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $225M → $244M (+$19.1M)

5% more funds holding

Funds holding: 107 → 112 (+5)

0.85% less ownership

Funds ownership: 29.62% → 28.77% (-0.85%)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.22M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.57M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.6M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.12M
5
AGM
Alpine Global Management
New York
+$685K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$3.23M
2
DFG
Delphi Financial Group
Delaware
-$2.65M
3
SCM
Saba Capital Management
New York
-$2.55M
4
Franklin Resources
Franklin Resources
California
-$2.52M
5
QC
Quantedge Capital
Singapore
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$220K +$216K +4,728 New
PAA
77
Peregrine Asset Advisers
Oregon
$217K +$213K +4,670 New
Goldman Sachs
78
Goldman Sachs
New York
$215K -$243K -5,310 -53%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$211K +$207K +4,540 New
SI
80
Stephens Inc
Arkansas
$204K +$200K +4,384 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$200K +$6.63K +145 +3%
EBA
82
Eagle Bay Advisors
New York
$171K -$5.8K -127 -3%
NWMP
83
Noble Wealth Management PBC
Colorado
$157K +$154K +3,370 New
AWM
84
Activest Wealth Management
Florida
$104K – – –
HIA
85
Harbor Investment Advisory
Maryland
$98.3K – – –
SIS
86
Strategic Investment Solutions
Illinois
$41.8K +$41.1K +899 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$40.8K -$70.6K -1,546 -64%
BWL
88
Bogart Wealth LLC
Virginia
$40.3K – – –
PWA
89
Physician Wealth Advisors
Utah
$39.3K +$38.6K +844 New
CFB
90
Cullen/Frost Bankers
Texas
$22.9K – – –
LI
91
LRI Investments
Florida
$21.2K – – –
GM
92
GeoWealth Management
Illinois
$16.3K +$16K +350 New
C
93
Covestor
United Kingdom
$16K +$2.74K +60 +22%
PSB
94
Piscataqua Savings Bank
New Hampshire
$11.1K – – –
CWC
95
Carolinas Wealth Consulting
North Carolina
$10.7K – – –
AW
96
Avion Wealth
Texas
$10K – – –
SWA
97
SOA Wealth Advisors
New York
$9.77K +$274 +6 +3%
PS
98
Principal Securities
Iowa
$7.07K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
PMFA
100
Plante Moran Financial Advisors
Michigan
$6.98K – – –
2 3
4
5 6

EMO Hedge Fund Activity: Q4 2024 in Review

112 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2024, worth a combined $244M — up 8.5% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EMO positions and 14 closed out — a net gain of 8 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.23M.

  • 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $244M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2024, up 8.5% quarter-over-quarter.
  • 22 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2024 and 14 closed out, a net change of +8 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $5.22M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2024 was Advisors Asset Management, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2024.