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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

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

867% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 6

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

192% more capital invested

Capital invested by funds: $77M → $225M (+$148M)

91% more funds holding

Funds holding: 56 → 107 (+51)

0.68% less ownership

Funds ownership: 30.31% → 29.62% (-0.68%)

Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.54%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
AAM
Advisors Asset Management
Colorado
+$19.9M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
5
Bank of America
Bank of America
North Carolina
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.19M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$399K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
101
Salem Investment Counselors
North Carolina
$1.49K – – –
AAG
102
Armstrong Advisory Group
Massachusetts
$1.01K – – –
MRCM
103
M&R Capital Management
New Jersey
$1.01K – – –
FFA
104
Farther Finance Advisors
California
$971 – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$844 +$810 +20 New
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$717 – – –
SWM
107
Sanctuary Wealth Management
Idaho
$549 +$527 +13 New
HNB
108
Huntington National Bank
Ohio
$84 – – –
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

EMO Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2024, worth a combined $225M — up 192% from $77M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EMO positions and 6 closed out — a net gain of 52 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Sit Investment Associates, cutting an estimated $3.19M.

  • 107 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $225M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2024, up 192% quarter-over-quarter.
  • 58 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2024 and 6 closed out, a net change of +52 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2024 was Morgan Stanley, an estimated $25.7M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2024 was Sit Investment Associates, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2024.