EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

62 hedge funds and large institutions have $177M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$67.7M
2
Morgan Stanley
Morgan Stanley
New York
$20.6M
3
AAM
Advisors Asset Management
Colorado
$6.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$11M
5
SIA
Sit Investment Associates
Minnesota
$17.2M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$431K
2
AC
Almitas Capital
California
$1.15M
3
Wells Fargo
Wells Fargo
California
$265K
4
Millennium Management
Millennium Management
New York
$349K
5
Invesco
Invesco
Georgia
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$67.7M +$5.75M +192,597 +9%
Morgan Stanley
2
Morgan Stanley
New York
$20.6M +$1.6M +53,554 +8%
SIA
3
Sit Investment Associates
Minnesota
$17.2M +$417K +13,968 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11M +$604K +20,221 +6%
WP
5
Woodline Partners
California
$10.2M -$187K -6,267 -2%
MGAM
6
McGowan Group Asset Management
Texas
$9.25M -$88.5K -2,964 -0.9%
AAM
7
Advisors Asset Management
Colorado
$6.01M +$1.23M +41,250 +26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.57M -$62.5K -2,094 -1%
AC
9
Aristides Capital
Kentucky
$4.3M – – –
TB
10
Terril Brothers
Missouri
$4.01M -$84K -2,812 -2%
ClearBridge Investments
11
ClearBridge Investments
New York
$1.9M – – –
Bank of America
12
Bank of America
North Carolina
$1.75M -$112K -3,745 -6%
KACA
13
Kayne Anderson Capital Advisors
California
$1.72M -$98.5K -3,300 -5%
Invesco
14
Invesco
Georgia
$1.55M -$294K -9,837 -16%
Goldman Sachs
15
Goldman Sachs
New York
$1.22M -$26.2K -879 -2%
HCM
16
Hollencrest Capital Management
California
$1.2M +$1.7K +57 +0.1%
AC
17
Almitas Capital
California
$1.15M -$658K -20,499 -36%
SPIA
18
Steward Partners Investment Advisory
New York
$894K -$85.8K -2,875 -9%
QC
19
Quantedge Capital
Singapore
$860K -$223K -7,458 -21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$764K -$14.4K -481 -2%
COLIM
21
City of London Investment Management
United Kingdom
$762K – – –
CCP
22
Clough Capital Partners
Massachusetts
$577K +$107K +3,600 +23%
RJA
23
Raymond James & Associates
Florida
$435K -$131K -4,380 -23%
LSC
24
Logan Stone Capital
Illinois
$431K -$1.13M -37,711 -72%
KWM
25
Kingsview Wealth Management
Oregon
$426K +$537 +18 +0.1%
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