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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

64 hedge funds and large institutions have $250M invested in ClearBridge Energy Midstream Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $194M → $250M (+$55.1M)

8.37% more ownership

Funds ownership: 46.79% → 55.16% (+8.4%)

3% more funds holding

Funds holding: 62 → 64 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
19
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.8M
2
SCM
Saba Capital Management
New York
+$15.1M
3
SIA
Sit Investment Associates
Minnesota
+$7.15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.28M
5
CCP
Clough Capital Partners
Massachusetts
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
-$8.65M
2
MGAM
McGowan Group Asset Management
Texas
-$4.73M
3
AC
Almitas Capital
California
-$696K
4
Invesco
Invesco
Georgia
-$480K
5
AAM
Advisors Asset Management
Colorado
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$105M +$15.1M +463,429 +18%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M +$19.8M +606,217 +88%
SIA
3
Sit Investment Associates
Minnesota
$31.3M +$7.15M +219,325 +32%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.2M +$593K +18,172 +5%
AAM
5
Advisors Asset Management
Colorado
$8.17M -$457K -14,003 -6%
AC
6
Aristides Capital
Kentucky
$5.02M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.91M -$408K -12,527 -8%
CCP
8
Clough Capital Partners
Massachusetts
$4.15M +$2.11M +64,715 +119%
TB
9
Terril Brothers
Missouri
$4.05M -$185K -5,660 -5%
WP
10
Woodline Partners
California
$2.71M -$8.65M -265,252 -77%
AGM
11
Alpine Global Management
New York
$2.21M +$620K +19,000 +43%
Goldman Sachs
12
Goldman Sachs
New York
$2.2M +$310K +9,522 +18%
Bank of America
13
Bank of America
North Carolina
$1.92M -$167K -5,129 -9%
KACA
14
Kayne Anderson Capital Advisors
California
$1.86M – – –
QL
15
Quarry LP
New York
$1.57M +$773K +23,715 +112%
HCM
16
Hollencrest Capital Management
California
$1.4M – – –
CL
17
CSS LLC
Illinois
$1.04M +$733K +22,475 +311%
COLIM
18
City of London Investment Management
United Kingdom
$890K – – –
SOA
19
Sea Otter Advisors
Florida
$826K +$652K +20,000 +548%
SPIA
20
Steward Partners Investment Advisory
New York
$804K -$236K -7,249 -24%
Invesco
21
Invesco
Georgia
$764K -$480K -14,711 -40%
CAM
22
Concorde Asset Management
Michigan
$649K +$865K +26,532 +314%
AW
23
Atlas Wealth
Ohio
$611K – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$505K -$262K -8,023 -36%
JP Morgan Chase
25
JP Morgan Chase
New York
$493K +$178K +5,455 +63%
1
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EMO Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2023, worth a combined $250M — up 28% 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 19 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.8M. 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 $250M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2023, up 28% 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 Morgan Stanley, an estimated $19.8M 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.