ClearBridge Energy Midstream Opportunity Fund
112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
8% more capital invested
Capital invested by funds: $225M → $244M (+$19.1M)
5% more funds holding
Funds holding: 107 → 112 (+5)
0.85% less ownership
Funds ownership: 29.62% → 28.77% (-0.85%)
31% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.22M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.57M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.6M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.12M |
| 5 |
AGM
Alpine Global Management
New York
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.23M |
| 2 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
-$2.65M |
| 3 |
SCM
Saba Capital Management
New York
|
-$2.55M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$2.52M |
| 5 |
QC
Quantedge Capital
Singapore
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
126
Clear Point Advisors
Melville,
New York
| – | -$7.13K | -169 | Closed |
|
127
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$844 | -20 | Closed |
|
EMO Hedge Fund Activity: Q4 2024 in Review
112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2024, worth a combined $244M — up 8.5% from $225M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EMO positions and 14 closed out — a net gain of 8 holders — while 25 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.23M.
- 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2024, up from 107 in Q3 2024.
- Funds reported $244M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2024, up 8.5% quarter-over-quarter.
- 22 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2024 and 14 closed out, a net change of +8 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $5.22M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2024 was Advisors Asset Management, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2024.