EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

62 hedge funds and large institutions have $194M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$80.6M
2
SIA
Sit Investment Associates
Minnesota
$21.5M
3
AAM
Advisors Asset Management
Colorado
$7.86M
4
AGM
Alpine Global Management
New York
$1.4M
5
CCP
Clough Capital Partners
Massachusetts
$1.72M

Top Sellers

1
MGAM
McGowan Group Asset Management
Texas
$4.73M
2
ClearBridge Investments
ClearBridge Investments
New York
$0
3
QC
Quantedge Capital
Singapore
$324K
4
Invesco
Invesco
Georgia
$1.16M
5
AC
Almitas Capital
California
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$80.6M +$8.82M +278,098 +12%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M -$80.3K -2,534 -0.4%
SIA
3
Sit Investment Associates
Minnesota
$21.5M +$3.16M +99,630 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.4M -$306K -9,657 -3%
WP
5
Woodline Partners
California
$10.9M – – –
AAM
6
Advisors Asset Management
Colorado
$7.86M +$1.48M +46,643 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.86M +$7.45K +235 +0.2%
MGAM
8
McGowan Group Asset Management
Texas
$4.73M -$5.1M -160,729 -52%
AC
9
Aristides Capital
Kentucky
$4.56M – – –
TB
10
Terril Brothers
Missouri
$3.86M -$399K -12,600 -9%
Bank of America
11
Bank of America
North Carolina
$1.91M +$45.3K +1,428 +2%
CCP
12
Clough Capital Partners
Massachusetts
$1.72M +$1.11M +34,900 +181%
Goldman Sachs
13
Goldman Sachs
New York
$1.7M +$403K +12,711 +31%
KACA
14
Kayne Anderson Capital Advisors
California
$1.69M -$133K -4,200 -7%
AGM
15
Alpine Global Management
New York
$1.4M +$1.4M +44,300 New
HCM
16
Hollencrest Capital Management
California
$1.27M – – –
Invesco
17
Invesco
Georgia
$1.16M -$484K -15,253 -29%
SPIA
18
Steward Partners Investment Advisory
New York
$959K +$9.73K +307 +1%
COLIM
19
City of London Investment Management
United Kingdom
$808K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$713K -$97.8K -3,085 -12%
AC
21
Almitas Capital
California
$696K -$441K -13,921 -39%
QL
22
Quarry LP
New York
$672K +$558K +17,600 +489%
AW
23
Atlas Wealth
Ohio
$611K +$611K +19,262 New
KWM
24
Kingsview Wealth Management
Oregon
$449K -$3.84K -121 -0.8%
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$430K -$6.15K -194 -1%
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