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EMO

ClearBridge Energy Midstream Opportunity Fund

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

10% more capital invested

Capital invested by funds: $177M → $194M (+$17.7M)

1.66% more ownership

Funds ownership: 45.13%46.79% (+1.7%)

0% more funds holding

Funds holding: 6262 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
62
Holders Change
Holders Change %
0%
% 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
8
Increased
15
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$80.6M +$8.74M +278,098 +12%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M -$79.6K -2,534 -0.4%
SIA
3
Sit Investment Associates
Minnesota
$21.5M +$3.13M +99,630 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.4M -$303K -9,657 -3%
WP
5
Woodline Partners
California
$10.9M
AAM
6
Advisors Asset Management
Colorado
$7.86M +$1.47M +46,643 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.86M +$7.38K +235 +0.2%
MGAM
8
McGowan Group Asset Management
Texas
$4.73M -$5.05M -160,729 -52%
AC
9
Aristides Capital
Kentucky
$4.56M
TB
10
Terril Brothers
Missouri
$3.86M -$396K -12,600 -9%
Bank of America
11
Bank of America
North Carolina
$1.91M +$44.9K +1,428 +2%
CCP
12
Clough Capital Partners
Massachusetts
$1.72M +$1.1M +34,900 +181%
Goldman Sachs
13
Goldman Sachs
New York
$1.7M +$399K +12,711 +31%
KACA
14
Kayne Anderson Capital Advisors
California
$1.69M -$132K -4,200 -7%
AGM
15
Alpine Global Management
New York
$1.4M +$1.39M +44,300 New
HCM
16
Hollencrest Capital Management
California
$1.27M
Invesco
17
Invesco
Georgia
$1.16M -$479K -15,253 -29%
SPIA
18
Steward Partners Investment Advisory
New York
$959K +$9.65K +307 +1%
COLIM
19
City of London Investment Management
United Kingdom
$808K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$713K -$96.9K -3,085 -12%
AC
21
Almitas Capital
California
$696K -$437K -13,921 -39%
QL
22
Quarry LP
New York
$672K +$553K +17,600 +489%
AW
23
Atlas Wealth
Ohio
$611K +$605K +19,262 New
KWM
24
Kingsview Wealth Management
Oregon
$449K -$3.8K -121 -0.8%
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$430K -$6.09K -194 -1%

EMO Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2023, worth a combined $194M — up 10% from $177M a quarter earlier.

Fund positioning in EMO was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.74M. The largest seller was McGowan Group Asset Management, cutting an estimated $5.05M.

  • 62 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $194M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2023 was Saba Capital Management, an estimated $8.74M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2023 was McGowan Group Asset Management, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2023.