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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

119 hedge funds and large institutions have $262M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $188M → $262M (+$74.6M)

9.34% more ownership

Funds ownership: 22.94% → 32.28% (+9.3%)

6% more funds holding

Funds holding: 112 → 119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$32.3M
2
AIA
Absolute Investment Advisers
Florida
+$3.68M
3
Morgan Stanley
Morgan Stanley
New York
+$3.64M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.9M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$5.12M
2
YCM
Yakira Capital Management
Connecticut
-$4.15M
3
BFM
Boothbay Fund Management
New York
-$2.79M
4
AGM
Alpine Global Management
New York
-$2.11M
5
Wells Fargo
Wells Fargo
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
Choreo LLC
Illinois
$217K – – –
PWAM
77
Papamarkou Wellner Asset Management
New York
$214K +$210K +4,800 New
PAA
78
Peregrine Asset Advisers
Oregon
$209K – – –
Goldman Sachs
79
Goldman Sachs
New York
$207K – – –
SCA
80
Snowden Capital Advisors
New York
$205K -$16.9K -387 -8%
CIA
81
Concurrent Investment Advisors
Florida
$205K +$200K +4,580 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$199K – – –
PTC
83
Private Trust Company
Ohio
$192K – – –
EBA
84
Eagle Bay Advisors
New York
$189K +$185K +4,233 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$125K – – –
KAS
86
Kestra Advisory Services
Texas
$119K +$117K +2,670 New
AWM
87
Activest Wealth Management
Florida
$99.3K -$874 -20 -0.9%
HIA
88
Harbor Investment Advisory
Maryland
$94.3K – – –
NS
89
NBC Securities
Alabama
$73.7K – – –
FCT
90
First Community Trust
Iowa
$68.9K +$67.5K +1,544 New
NWMP
91
Noble Wealth Management PBC
Colorado
$59.5K – – –
TJHA
92
Thomas J. Herzfeld Advisors
Florida
$45.4K +$44.4K +1,016 New
BWL
93
Bogart Wealth LLC
Virginia
$38.6K – – –
SIS
94
Strategic Investment Solutions
Illinois
$38.1K – – –
TIM
95
Thompson Investment Management
Wisconsin
$29.8K – – –
AUB
96
Atlantic Union Bankshares
Virginia
$28.1K – – –
AF
97
Allworth Financial
California
$26.8K – – –
SAG
98
SageView Advisory Group
California
$24K +$23.5K +537 New
CFB
99
Cullen/Frost Bankers
Texas
$21.9K – – –
GCM
100
Gunpowder Capital Management
Maryland
$16.1K +$15.7K +360 New
2 3
4
5 6

EMO Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2025, worth a combined $262M — up 40% from $188M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMO positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.3M. The largest seller was Nomura Holdings, cutting an estimated $5.12M.

  • 119 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $262M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2025, up 40% quarter-over-quarter.
  • 25 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $32.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2025 was Nomura Holdings, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2025.