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EMO

ClearBridge Energy Midstream Opportunity Fund

109 hedge funds and large institutions have $258M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $244M → $258M (+$13.9M)

0.22% less ownership

Funds ownership: 28.77%28.55% (-0.22%)

3% less funds holding

Funds holding: 112109 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$231K +$13.2K +269 +6%
Goldman Sachs
77
Goldman Sachs
New York
$229K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$222K +$8.33K +170 +4%
NWMP
79
Noble Wealth Management PBC
Colorado
$165K -$1.86K -38 -1%
NS
80
NBC Securities
Alabama
$157K +$155K +3,170 +105,667%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$139K +$137K +2,800 New
AWM
82
Activest Wealth Management
Florida
$111K
HIA
83
Harbor Investment Advisory
Maryland
$105K
SIS
84
Strategic Investment Solutions
Illinois
$44.6K
BWL
85
Bogart Wealth LLC
Virginia
$42.9K
PWA
86
Physician Wealth Advisors
Utah
$41.9K
GWSG
87
GPS Wealth Strategies Group
Colorado
$34.4K -$8.91K -182 -21%
FIA
88
FNY Investment Advisers
New York
$34K +$34.3K +700 New
CFB
89
Cullen/Frost Bankers
Texas
$24.4K
LI
90
LRI Investments
Florida
$22.6K
C
91
Covestor
United Kingdom
$17K
CI
92
CX Institutional
Indiana
$17K +$16.9K +345 New
EC
93
Elequin Capital
New York
$13.3K +$13.1K +268 New
PSB
94
Piscataqua Savings Bank
New Hampshire
$11.8K
CWC
95
Carolinas Wealth Consulting
North Carolina
$11.4K
SWA
96
SOA Wealth Advisors
New York
$10.6K +$147 +3 +1%
AW
97
Avion Wealth
Texas
$10K
PMFA
98
Plante Moran Financial Advisors
Michigan
$7.44K
PS
99
Principal Securities
Iowa
$7.07K
BBHC
100
Brown Brothers Harriman & Co
New York
$6.45K

EMO Hedge Fund Activity: Q1 2025 in Review

109 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2025, worth a combined $258M — up 5.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMO and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Saba Capital Management, cutting an estimated $901K.

  • 109 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $258M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.89M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2025 was Saba Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2025.