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ClearBridge Energy Midstream Opportunity Fund

119 hedge funds and large institutions have $295M invested in ClearBridge Energy Midstream Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more capital invested

Capital invested by funds: $262M → $295M (+$32.6M)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.38% less ownership

Funds ownership: 32.28%27.89% (-4.4%)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$31.7K
ASN
102
Advisory Services Network
Georgia
$28.9K +$27.2K +548 New
SIS
103
Sound Income Strategies
Florida
$26K +$25.3K +509 New
FFA
104
Farther Finance Advisors
California
$20.9K +$6.06K +122 +43%
GCM
105
Gunpowder Capital Management
Maryland
$19K
CI
106
CX Institutional
Indiana
$19K +$398 +8 +2%
CFB
107
Cullen/Frost Bankers
Texas
$18.8K -$6.76K -136 -28%
MCA
108
McGuire Capital Advisors
Oklahoma
$14.7K
PSB
109
Piscataqua Savings Bank
New Hampshire
$12.6K
SWA
110
SOA Wealth Advisors
New York
$12.4K +$248 +5 +2%
AW
111
Avion Wealth
Texas
$11K
WBC
112
West Branch Capital
Massachusetts
$11K +$248 +5 +2%
PMFA
113
Plante Moran Financial Advisors
Michigan
$7.92K
SIC
114
Salem Investment Counselors
North Carolina
$5.81K +$5.47K +110 New
BBHC
115
Brown Brothers Harriman & Co
New York
$5.39K +$5.07K +102 New
CT
116
Colonial Trust
South Carolina
$4.01K
UBS AM
117
UBS AM
Illinois
$3.54K +$3.33K +67 New
GWM
118
Geneos Wealth Management
Colorado
$3.38K
SWM
119
SHP Wealth Management
Massachusetts
$3.29K +$50 +1 +2%
HNB
120
Huntington National Bank
Ohio
$106
AIA
121
Absolute Investment Advisers
Florida
-$3.75M -84,275 Closed
QL
122
Quarry LP
New York
-$1.57M -35,239 Closed
YCM
123
Yakira Capital Management
Connecticut
-$1.14M -25,641 Closed
Cerity Partners
124
Cerity Partners
New York
-$612K -13,698 Closed
AWA
125
Arete Wealth Advisors
Illinois
-$589K -13,201 Closed