EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.92M
5
AGM
Alpine Global Management
New York
$698K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$27.9M
2
DFG
Delphi Financial Group
Delaware
$0
3
SCM
Saba Capital Management
New York
$9.32M
4
Franklin Resources
Franklin Resources
California
$860K
5
QC
Quantedge Capital
Singapore
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
101
Brown Brothers Harriman & Co
New York
$6.05K -$6.98K -150 -54%
CT
102
Colonial Trust
South Carolina
$3.54K – – –
HI
103
Harbour Investments
Wisconsin
$3.49K +$3.49K +75 New
GWM
104
Geneos Wealth Management
Colorado
$2.98K – – –
SIC
105
Salem Investment Counselors
North Carolina
$1.63K – – –
AAG
106
Armstrong Advisory Group
Massachusetts
$1.13K – – –
FFA
107
Farther Finance Advisors
California
$1.07K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$804 – – –
BlackRock
109
BlackRock
New York
$702 +$702 +15 New
SWM
110
Sanctuary Wealth Management
Idaho
$605 – – –
NS
111
NBC Securities
Alabama
$147 -$10.8K -220 -99%
HNB
112
Huntington National Bank
Ohio
$93 -$84 – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$47 +$47 +1 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
– -$70K -70,039 Closed
DFG
115
Delphi Financial Group
Delaware
– -$2.65M -62,757 Closed
CL
116
CSS LLC
Illinois
– -$1.44M -34,088 Closed
BI
117
Bulldog Investors
New Jersey
– -$840K -19,915 Closed
TCA
118
Transcend Capital Advisors
New Jersey
– -$527K -12,490 Closed
HGA
119
Hobbs Group Advisors
South Carolina
– -$67.9K -1,610 Closed
FIA
120
FNY Investment Advisers
New York
– -$54K -1,300 Closed
GJWM
121
Gilliland Jeter Wealth Management
Arkansas
– -$30.9K -733 Closed
ADL
122
Asset Dedication LLC
California
– -$23.5K -556 Closed
Bessemer Group
123
Bessemer Group
New Jersey
– -$18K -429 Closed
TFGT
124
TS Financial Group (TSFG)
Illinois
– -$13K -297 Closed
GIA
125
GHP Investment Advisors
Colorado
– -$11K -261 Closed
2 3 4
5
6