EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

56 hedge funds and large institutions have $77M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-12
Holders Change %
-17.65%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
6
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.01M
2
EIA
Edgemoor Investment Advisors
Maryland
$1.86M
3
LCM
Landscape Capital Management
New Jersey
$410K
4
GC
Gratus Capital
Georgia
$363K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$867K

Top Sellers

1
SCM
Saba Capital Management
New York
$11M
2
SIA
Sit Investment Associates
Minnesota
$4.51M
3
Morgan Stanley
Morgan Stanley
New York
$17.6M
4
AC
Aristides Capital
Kentucky
$707K
5
CL
CSS LLC
Illinois
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M -$7.9M -191,593 -31%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.8M -$1.38M -33,489 -9%
SCM
3
Saba Capital Management
New York
$11M -$113M -2,741,266 -91%
AAM
4
Advisors Asset Management
Colorado
$7.39M -$2.15M -52,086 -23%
SIA
5
Sit Investment Associates
Minnesota
$4.51M -$32.4M -786,691 -88%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.84M -$2.97M -72,165 -51%
Bank of America
7
Bank of America
North Carolina
$2.23M -$152K -3,682 -6%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.01M +$2.01M +48,766 New
EIA
9
Edgemoor Investment Advisors
Maryland
$1.86M +$1.86M +45,141 New
SA
10
Sanctuary Advisors
Indiana
$1.67M +$1.67M +40,374 New
YCM
11
Yakira Capital Management
Connecticut
$1.05M -$2.42M -58,624 -70%
SPIA
12
Steward Partners Investment Advisory
New York
$918K -$32.1K -778 -3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$867K +$328K +7,954 +61%
AC
14
Aristides Capital
Kentucky
$707K -$5.22M -126,720 -88%
Invesco
15
Invesco
Georgia
$700K +$200K +4,850 +40%
BI
16
Bulldog Investors
New Jersey
$599K -$4.22M -102,450 -88%
Cerity Partners
17
Cerity Partners
New York
$539K – – –
DC
18
Davenport & Co
Virginia
$438K +$68.3K +1,658 +18%
CF
19
Centaurus Financial
California
$415K -$23.4K -567 -5%
LCM
20
Landscape Capital Management
New Jersey
$410K +$410K +9,956 New
Wells Fargo
21
Wells Fargo
California
$410K +$8.53K +207 +2%
Ameriprise
22
Ameriprise
Minnesota
$391K -$69.9K -1,695 -15%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$379K – – –
GC
24
Gratus Capital
Georgia
$363K +$363K +8,800 New
AWA
25
Arete Wealth Advisors
Illinois
$353K -$491K -11,907 -58%
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