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EMO

ClearBridge Energy Midstream Opportunity Fund

109 hedge funds and large institutions have $258M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $244M → $258M (+$13.9M)

0.22% less ownership

Funds ownership: 28.77%28.55% (-0.22%)

3% less funds holding

Funds holding: 112109 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$6.35K +$3.13K +64 +100%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.01K -41 -29%
CT
103
Colonial Trust
South Carolina
$3.77K
FFA
104
Farther Finance Advisors
California
$3.64K +$2.45K +50 +217%
SIC
105
Salem Investment Counselors
North Carolina
$1.75K
Barclays
106
Barclays
United Kingdom
$1.59K +$1.57K +32 New
AAG
107
Armstrong Advisory Group
Massachusetts
$1.13K
BlackRock
108
BlackRock
New York
$764
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$699
HNB
110
Huntington National Bank
Ohio
$99
Franklin Resources
111
Franklin Resources
California
-$860K -18,476 Closed
GC
112
Guggenheim Capital
Illinois
-$807K -17,341 Closed
Millennium Management
113
Millennium Management
New York
-$732K -15,718 Closed
AGM
114
Alpine Global Management
New York
-$698K -15,000 Closed
SIA
115
Schechter Investment Advisors
Michigan
-$414K -8,901 Closed
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
-$220K -4,728 Closed
EBA
117
Eagle Bay Advisors
New York
-$171K -3,665 Closed
GM
118
GeoWealth Management
Illinois
-$16.3K -350 Closed
HI
119
Harbour Investments
Wisconsin
-$3.49K -75 Closed
Fidelity Investments
120
Fidelity Investments
Massachusetts
-$47 -1 Closed

EMO Hedge Fund Activity: Q1 2025 in Review

109 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2025, worth a combined $258M — up 5.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMO and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Saba Capital Management, cutting an estimated $901K.

  • 109 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $258M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.89M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2025 was Saba Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2025.