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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

112 hedge funds and large institutions have $188M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

7% more funds holding

Funds holding: 105 → 112 (+7)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4.3% less ownership

Funds ownership: 27.24% → 22.94% (-4.3%)

21% less capital invested

Capital invested by funds: $238M → $188M (-$50M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$7.43M
2
PCM
Penserra Capital Management
California
+$6.13M
3
YCM
Yakira Capital Management
Connecticut
+$5.68M
4
BFM
Boothbay Fund Management
New York
+$2.92M
5
AGM
Alpine Global Management
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$28.6M
2
AAM
Advisors Asset Management
Colorado
-$11.5M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.54M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.61M
5
Morgan Stanley
Morgan Stanley
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$7.49K +$7.87K +167 New
PMFA
102
Plante Moran Financial Advisors
Michigan
$6.74K – – –
PS
103
Principal Securities
Iowa
$3.92K -$660 -14 -14%
CT
104
Colonial Trust
South Carolina
$3.41K – – –
FFA
105
Farther Finance Advisors
California
$3.28K – – –
GWM
106
Geneos Wealth Management
Colorado
$2.88K – – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$2.25K -$15K -319 -86%
SIC
108
Salem Investment Counselors
North Carolina
$1.58K – – –
AAG
109
Armstrong Advisory Group
Massachusetts
$1.15K +$47 +1 +4%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.72K -79 -80%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$764 – – –
Barclays
112
Barclays
United Kingdom
$494 -$2.17K -46 -81%
HNB
113
Huntington National Bank
Ohio
$90 – – –
TJHA
114
Thomas J. Herzfeld Advisors
Florida
– -$3.54M -73,828 Closed
PAMP
115
Polar Asset Management Partners
Ontario, Canada
– -$2.61M -54,414 Closed
LCM
116
Landscape Capital Management
New Jersey
– -$988K -20,591 Closed
First Trust Advisors
117
First Trust Advisors
Illinois
– -$856K -17,854 Closed
AC
118
Aristides Capital
Kentucky
– -$788K -16,432 Closed
Walleye Capital
119
Walleye Capital
New York
– -$288K -6,011 Closed
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
– -$264K -5,510 Closed
MOS
121
MGO One Seven
Ohio
– -$217K -4,522 Closed
M
122
MOTCO
Texas
– -$42.4K -886 Closed
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
– -$19.4K -405 Closed
BBHC
124
Brown Brothers Harriman & Co
New York
– -$6.24K -130 Closed
BlackRock
125
BlackRock
New York
– -$756 -16 Closed
1 2 3 4
5

EMO Hedge Fund Activity: Q3 2025 in Review

112 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2025, worth a combined $188M — down 21% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EMO positions and 12 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $7.43M. The largest seller was Raymond James Financial, cutting an estimated $28.6M.

  • 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $188M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2025, down 21% quarter-over-quarter.
  • 20 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2025 was Nomura Holdings, an estimated $7.43M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2025 was Raymond James Financial, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.