ClearBridge Energy Midstream Opportunity Fund
EMO
64 hedge funds and large institutions have $227M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
17% more capital invested
Capital invested by funds: $194M → $227M (+$32.5M)
3.44% more ownership
Funds ownership: 46.79% → 50.22% (+3.4%)
3% more funds holding
Funds holding: 62 → 64 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$15.1M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.15M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.28M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$2.11M |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$865K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
-$8.65M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$4.73M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$696K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$480K |
EMO Hedge Fund Activity: Q4 2023 in Review
64 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2023, worth a combined $227M — up 17% from $194M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EMO positions and 10 closed out — a net gain of 3 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $15.1M. The largest seller was Woodline Partners, cutting an estimated $8.65M.
- 64 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $227M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2023, up 17% quarter-over-quarter.
- 13 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2023 and 10 closed out, a net change of +3 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2023 was Saba Capital Management, an estimated $15.1M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2023 was Woodline Partners, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2023.