EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

118 hedge funds and large institutions have $234M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

5% more funds holding

Funds holding: 112 → 118 (+6)

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$32.3M
2
+$3.68M
3
+$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
-$5.12M
2
-$4.15M
3
-$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
FFA
101
Farther Finance Advisors
California
$12.8K
MCA
102
McGuire Capital Advisors
Oklahoma
$12.4K
PSB
103
Piscataqua Savings Bank
New Hampshire
$10.6K
SWA
104
SOA Wealth Advisors
New York
$10.3K
WBC
105
West Branch Capital
Massachusetts
$9.07K
AW
106
Avion Wealth
Texas
$9K
AWM
107
Abound Wealth Management
Tennessee
$8.93K
DE
108
DV Equities
Illinois
$8.93K
GRP
109
Global Retirement Partners
California
$7.44K
PMFA
110
Plante Moran Financial Advisors
Michigan
$6.7K
FIA
111
FNY Investment Advisers
New York
$4K
CT
112
Colonial Trust
South Carolina
$3.39K
GWM
113
Geneos Wealth Management
Colorado
$2.86K
SWM
114
SHP Wealth Management
Massachusetts
$2.73K
AAG
115
Armstrong Advisory Group
Massachusetts
$1.18K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$759
DT
118
DV Trading
Illinois
$223
HNB
119
Huntington National Bank
Ohio
$89
BFM
120
Boothbay Fund Management
New York
–
AGM
121
Alpine Global Management
New York
–
CC
122
CF Capital
Massachusetts
–
IWC
123
Integrated Wealth Concepts
Massachusetts
–
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
–
Cohen & Steers
125
Cohen & Steers
New York
–
2 3 4
5
6