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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

112 hedge funds and large institutions have $188M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

7% more funds holding

Funds holding: 105 → 112 (+7)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4.3% less ownership

Funds ownership: 27.24% → 22.94% (-4.3%)

21% less capital invested

Capital invested by funds: $238M → $188M (-$50M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$7.43M
2
PCM
Penserra Capital Management
California
+$6.13M
3
YCM
Yakira Capital Management
Connecticut
+$5.68M
4
BFM
Boothbay Fund Management
New York
+$2.92M
5
AGM
Alpine Global Management
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$28.6M
2
AAM
Advisors Asset Management
Colorado
-$11.5M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.54M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.61M
5
Morgan Stanley
Morgan Stanley
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$203K -$556K -11,810 -72%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$200K – – –
PTC
78
Private Trust Company
Ohio
$193K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$126K – – –
AWM
80
Activest Wealth Management
Florida
$101K – – –
HIA
81
Harbor Investment Advisory
Maryland
$94.9K – – –
NS
82
NBC Securities
Alabama
$74.2K -$71.7K -1,522 -48%
NWMP
83
Noble Wealth Management PBC
Colorado
$59.8K +$62.8K +1,332 New
WANY
84
Wealthspire Advisors (New York)
New York
$40K +$41.9K +890 New
BWL
85
Bogart Wealth LLC
Virginia
$38.9K – – –
SIS
86
Strategic Investment Solutions
Illinois
$38.4K -$2.12K -45 -5%
PWA
87
Physician Wealth Advisors
Utah
$37.9K – – –
FIA
88
FNY Investment Advisers
New York
$35K +$4.71K +100 +14%
TIM
89
Thompson Investment Management
Wisconsin
$30K – – –
AUB
90
Atlantic Union Bankshares
Virginia
$28.3K +$29.6K +629 New
AF
91
Allworth Financial
California
$27K – – –
ASN
92
Advisory Services Network
Georgia
$24.6K +$25.8K +548 New
CFB
93
Cullen/Frost Bankers
Texas
$22.1K – – –
LI
94
LRI Investments
Florida
$20.4K – – –
AWM
95
Abound Wealth Management
Tennessee
$17K +$17.9K +379 New
CI
96
CX Institutional
Indiana
$15K – – –
PSB
97
Piscataqua Savings Bank
New Hampshire
$10.7K – – –
SWA
98
SOA Wealth Advisors
New York
$10K +$236 +5 +2%
KFP
99
Kerr Financial Planning
California
$9.74K +$10.5K +222 New
AW
100
Avion Wealth
Texas
$9K – – –
1 2 3
4
5

EMO Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2025, worth a combined $188M — down 21% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EMO positions and 12 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $7.43M. The largest seller was Raymond James Financial, cutting an estimated $28.6M.

  • 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $188M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2025, down 21% quarter-over-quarter.
  • 20 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2025 was Nomura Holdings, an estimated $7.43M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2025 was Raymond James Financial, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.