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 %
SIC
101
Salem Investment Counselors
North Carolina
$1.49K – – –
MRCM
102
M&R Capital Management
New Jersey
$1.01K – – –
AAG
103
Armstrong Advisory Group
Massachusetts
$1.01K – – –
FFA
104
Farther Finance Advisors
California
$971 – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$844 +$844 +20 New
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$717 – – –
SWM
107
Sanctuary Wealth Management
Idaho
$549 +$549 +13 New
HNB
108
Huntington National Bank
Ohio
$84 -$82 – –
SA
109
Sanctuary Advisors
Indiana
– -$1.67M -40,374 Closed
YCM
110
Yakira Capital Management
Connecticut
– -$1.05M -25,375 Closed
KWA
111
Kingswood Wealth Advisors
California
– -$305K -7,400 Closed
QPWM
112
Quadrant Private Wealth Management
Pennsylvania
– -$212K -5,152 Closed
RCM
113
Robinson Capital Management
Michigan
– -$76.7K -1,861 Closed
TSWM
114
Tyler-Stone Wealth Management
Ohio
– -$19.3K -469 Closed
1 2 3 4
5