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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

119 hedge funds and large institutions have $262M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $188M → $262M (+$74.6M)

9.34% more ownership

Funds ownership: 22.94% → 32.28% (+9.3%)

6% more funds holding

Funds holding: 112 → 119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$32.3M
2
AIA
Absolute Investment Advisers
Florida
+$3.68M
3
Morgan Stanley
Morgan Stanley
New York
+$3.64M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.9M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$5.12M
2
YCM
Yakira Capital Management
Connecticut
-$4.15M
3
BFM
Boothbay Fund Management
New York
-$2.79M
4
AGM
Alpine Global Management
New York
-$2.11M
5
Wells Fargo
Wells Fargo
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
101
CX Institutional
Indiana
$16K +$481 +11 +3%
FFA
102
Farther Finance Advisors
California
$12.8K +$9.35K +214 +293%
MCA
103
McGuire Capital Advisors
Oklahoma
$12.4K +$12.2K +278 New
PSB
104
Piscataqua Savings Bank
New Hampshire
$10.6K – – –
SWA
105
SOA Wealth Advisors
New York
$10.3K +$306 +7 +3%
WBC
106
West Branch Capital
Massachusetts
$9.07K +$8.87K +203 New
AW
107
Avion Wealth
Texas
$9K – – –
AWM
108
Abound Wealth Management
Tennessee
$8.93K -$7.82K -179 -47%
DE
109
DV Equities
Illinois
$8.93K +$8.74K +200 New
GRP
110
Global Retirement Partners
California
$7.44K – – –
PMFA
111
Plante Moran Financial Advisors
Michigan
$6.7K – – –
FIA
112
FNY Investment Advisers
New York
$4K -$30.6K -700 -88%
CT
113
Colonial Trust
South Carolina
$3.39K – – –
GWM
114
Geneos Wealth Management
Colorado
$2.86K – – –
SWM
115
SHP Wealth Management
Massachusetts
$2.73K +$2.67K +61 New
AAG
116
Armstrong Advisory Group
Massachusetts
$1.18K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$759 – – –
DT
119
DV Trading
Illinois
$223 +$219 +5 New
HNB
120
Huntington National Bank
Ohio
$89 – – –
BFM
121
Boothbay Fund Management
New York
– -$2.79M -62,000 Closed
AGM
122
Alpine Global Management
New York
– -$2.11M -47,000 Closed
CC
123
CF Capital
Massachusetts
– -$739K -16,446 Closed
IWC
124
Integrated Wealth Concepts
Massachusetts
– -$336K -7,475 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$258K -5,746 Closed
2 3 4
5
6

EMO Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2025, worth a combined $262M — up 40% from $188M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMO positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.3M. The largest seller was Nomura Holdings, cutting an estimated $5.12M.

  • 119 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $262M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2025, up 40% quarter-over-quarter.
  • 25 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $32.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2025 was Nomura Holdings, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2025.