We are live on ! Find out more
EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

107 hedge funds and large institutions have $225M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 6

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

192% more capital invested

Capital invested by funds: $77M → $225M (+$148M)

91% more funds holding

Funds holding: 56 → 107 (+51)

0.68% less ownership

Funds ownership: 30.31% → 29.62% (-0.68%)

Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
35
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
AAM
Advisors Asset Management
Colorado
+$19.9M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
5
Bank of America
Bank of America
North Carolina
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.19M
2
SA
Sanctuary Advisors
Indiana
-$1.67M
3
YCM
Yakira Capital Management
Connecticut
-$1.05M
4
SCM
Saba Capital Management
New York
-$399K
5
KWA
Kingswood Wealth Advisors
California
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.8M +$25.7M +633,678 +148%
AAM
2
Advisors Asset Management
Colorado
$28.3M +$19.9M +491,725 +274%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.8M +$11.2M +276,575 +82%
EWA
4
EP Wealth Advisors
California
$13M +$12.5M +308,630 New
Bank of America
5
Bank of America
North Carolina
$11.5M +$8.84M +218,105 +403%
SCM
6
Saba Capital Management
New York
$10.8M -$399K -9,846 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.77M +$5.63M +138,958 +202%
Wells Fargo
8
Wells Fargo
California
$7.89M +$7.17M +177,076 +1,781%
UBS Group
9
UBS Group
Switzerland
$4.8M +$4.44M +109,541 +2,545%
Stifel Financial
10
Stifel Financial
Missouri
$4.54M +$4.36M +107,635 New
SPIA
11
Steward Partners Investment Advisory
New York
$4.36M +$3.28M +81,019 +364%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.42M +$1.31M +32,265 +66%
Franklin Resources
13
Franklin Resources
California
$3.22M +$2.98M +73,519 New
LCM
14
Landscape Capital Management
New Jersey
$2.93M +$2.41M +59,560 +598%
Ameriprise
15
Ameriprise
Minnesota
$2.88M +$2.38M +58,676 +619%
DFG
16
Delphi Financial Group
Delaware
$2.65M +$2.54M +62,757 New
Invesco
17
Invesco
Georgia
$2.46M +$1.68M +41,376 +244%
OA
18
Oxbow Advisors
Texas
$2.19M +$2.1M +51,805 New
TL
19
Tradewinds LLC
North Carolina
$2.05M +$1.96M +48,503 New
IA
20
IFP Advisors
Florida
$2.02M +$1.94M +47,869 +95,738%
EIA
21
Edgemoor Investment Advisors
Maryland
$1.93M +$22.1K +545 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.92M +$1.69M +41,803 +1,121%
QC
23
Quantedge Capital
Singapore
$1.85M +$1.78M +43,820 New
KWM
24
Kingsview Wealth Management
Oregon
$1.66M +$1.29M +31,831 +424%
LPL Financial
25
LPL Financial
California
$1.59M +$1.53M +37,694 New
1
2 3 4 5

EMO Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2024, worth a combined $225M — up 192% from $77M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EMO positions and 6 closed out — a net gain of 52 holders — while 35 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Sit Investment Associates, cutting an estimated $3.19M.

  • 107 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $225M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2024, up 192% quarter-over-quarter.
  • 58 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2024 and 6 closed out, a net change of +52 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2024 was Morgan Stanley, an estimated $25.7M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2024 was Sit Investment Associates, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2024.