EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
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
–

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$211M
2
SCM
Saba Capital Management
New York
$54M
3
WP
Woodline Partners
California
$9.15M
4
Millennium Management
Millennium Management
New York
$1.22M
5
HCM
Hollencrest Capital Management
California
$1.14M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
MGAM
McGowan Group Asset Management
Texas
$13.1M
3
CA
Cornerstone Advisors
North Carolina
$0
4
QC
Quantedge Capital
Singapore
$1.66M
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$211M +$211M +7,390 New
SCM
2
Saba Capital Management
New York
$54M +$17.1M +596,825 +46%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M +$560K +19,592 +3%
MGAM
4
McGowan Group Asset Management
Texas
$13.1M -$5.51M -192,751 -30%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.99M +$782K +27,347 +8%
WP
6
Woodline Partners
California
$9.15M +$9.15M +320,009 New
SIA
7
Sit Investment Associates
Minnesota
$7.15M -$675K -23,608 -9%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$5.76M – – –
AC
9
Aristides Capital
Kentucky
$4.69M -$461K -16,114 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.57M -$33.7K -1,180 -0.7%
AAM
11
Advisors Asset Management
Colorado
$4.27M -$262K -9,172 -6%
TB
12
Terril Brothers
Missouri
$4.11M +$926K +32,394 +29%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$2.27M -$62.2K -2,176 -3%
LSC
14
Logan Stone Capital
Illinois
$2.04M -$189K -6,600 -8%
Bank of America
15
Bank of America
North Carolina
$1.93M -$742K -25,928 -28%
ClearBridge Investments
16
ClearBridge Investments
New York
$1.82M – – –
QC
17
Quantedge Capital
Singapore
$1.66M -$1.95M -68,099 -54%
KACA
18
Kayne Anderson Capital Advisors
California
$1.64M – – –
Invesco
19
Invesco
Georgia
$1.54M +$301K +10,531 +24%
Millennium Management
20
Millennium Management
New York
$1.22M +$1.22M +42,579 New
HCM
21
Hollencrest Capital Management
California
$1.14M +$1.14M +40,000 New
SPIA
22
Steward Partners Investment Advisory
New York
$929K +$56.5K +1,975 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$908K -$9.17K -321 -1%
Wells Fargo
24
Wells Fargo
California
$861K -$28K -978 -3%
COLIM
25
City of London Investment Management
United Kingdom
$729K – – –
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