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EMO

ClearBridge Energy Midstream Opportunity Fund

61 hedge funds and large institutions have $371M invested in ClearBridge Energy Midstream Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more capital invested

Capital invested by funds: $134M → $371M (+$237M)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 5461 (+7)

1.88% more ownership

Funds ownership: 40.85%42.73% (+1.9%)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
9
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$211M +$213K +7,390 New
SCM
2
Saba Capital Management
New York
$54M +$17.2M +596,825 +46%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M +$565K +19,592 +3%
MGAM
4
McGowan Group Asset Management
Texas
$13.1M -$5.55M -192,751 -30%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.99M +$788K +27,347 +8%
WP
6
Woodline Partners
California
$9.15M +$9.22M +320,009 New
SIA
7
Sit Investment Associates
Minnesota
$7.15M -$680K -23,608 -9%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$5.76M
AC
9
Aristides Capital
Kentucky
$4.69M -$464K -16,114 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.57M -$34K -1,180 -0.7%
AAM
11
Advisors Asset Management
Colorado
$4.27M -$264K -9,172 -6%
TB
12
Terril Brothers
Missouri
$4.11M +$933K +32,394 +29%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$2.27M -$62.7K -2,176 -3%
LSC
14
Logan Stone Capital
Illinois
$2.04M -$190K -6,600 -8%
Bank of America
15
Bank of America
North Carolina
$1.93M -$747K -25,928 -28%
ClearBridge Investments
16
ClearBridge Investments
New York
$1.82M
QC
17
Quantedge Capital
Singapore
$1.66M -$1.96M -68,099 -54%
KACA
18
Kayne Anderson Capital Advisors
California
$1.64M
Invesco
19
Invesco
Georgia
$1.54M +$303K +10,531 +24%
Millennium Management
20
Millennium Management
New York
$1.22M +$1.23M +42,579 New
HCM
21
Hollencrest Capital Management
California
$1.14M +$1.15M +40,000 New
SPIA
22
Steward Partners Investment Advisory
New York
$929K +$56.9K +1,975 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$908K -$9.25K -321 -1%
Wells Fargo
24
Wells Fargo
California
$861K -$28.2K -978 -3%
COLIM
25
City of London Investment Management
United Kingdom
$729K

EMO Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2022, worth a combined $371M — up 177% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.22M sold.

  • 61 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $371M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2022, up 177% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2022 was Saba Capital Management, an estimated $17.2M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2022.