EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

68 hedge funds and large institutions have $265M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% 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
14
Increased
16
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$4.75M
2
CL
CSS LLC
Illinois
+$3.24M
3
YCM
Yakira Capital Management
Connecticut
+$3.1M
4
WAM
Wolverine Asset Management
Illinois
+$2.36M
5
AIA
Absolute Investment Advisers
Florida
+$2.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.4M
2
CCP
Clough Capital Partners
Massachusetts
-$4.15M
3
TB
Terril Brothers
Missouri
-$3.64M
4
WP
Woodline Partners
California
-$2.71M
5
Goldman Sachs
Goldman Sachs
New York
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$122M – – –
SIA
2
Sit Investment Associates
Minnesota
$36.4M – – –
Morgan Stanley
3
Morgan Stanley
New York
$25.1M -$27.4M -675,708 -52%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15M -$340K -8,375 -2%
AAM
5
Advisors Asset Management
Colorado
$9.39M -$103K -2,542 -1%
AC
6
Aristides Capital
Kentucky
$5.84M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.73M +$11.8K +290 +0.2%
BI
8
Bulldog Investors
New Jersey
$4.75M +$4.75M +116,984 New
CL
9
CSS LLC
Illinois
$4.44M +$3.24M +79,685 +268%
AGM
10
Alpine Global Management
New York
$3.65M +$1.08M +26,700 +42%
YCM
11
Yakira Capital Management
Connecticut
$3.41M +$3.1M +76,221 +980%
WAM
12
Wolverine Asset Management
Illinois
$2.36M +$2.36M +58,194 New
Bank of America
13
Bank of America
North Carolina
$2.35M +$110K +2,707 +5%
KACA
14
Kayne Anderson Capital Advisors
California
$2.16M – – –
AIA
15
Absolute Investment Advisers
Florida
$2.1M +$2.1M +51,695 New
RCM
16
Rivernorth Capital Management
Florida
$1.68M +$1.68M +41,354 New
HCM
17
Hollencrest Capital Management
California
$1.63M – – –
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.22M +$907K +22,329 +287%
TB
19
Terril Brothers
Missouri
$1.07M -$3.64M -89,666 -77%
AW
20
Atlas Wealth
Ohio
$978K +$196K +4,815 +25%
SPIA
21
Steward Partners Investment Advisory
New York
$936K +$934 +23 +0.1%
AWA
22
Arete Wealth Advisors
Illinois
$831K +$526K +12,950 +172%
QL
23
Quarry LP
New York
$805K -$1.02M -25,093 -56%
RCM
24
Robinson Capital Management
Michigan
$637K +$81.7K +2,000 +15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$587K -$447 -11 -0.1%
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