EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
107
Holders Change
+51
Holders Change %
+91.07%
% of All Funds
1.55%
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

1
Morgan Stanley
Morgan Stanley
New York
$44.8M
2
AAM
Advisors Asset Management
Colorado
$28.3M
3
EWA
EP Wealth Advisors
California
$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.8M
5
Bank of America
Bank of America
North Carolina
$11.5M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$1.3M
2
SA
Sanctuary Advisors
Indiana
$0
3
YCM
Yakira Capital Management
Connecticut
$0
4
SCM
Saba Capital Management
New York
$10.8M
5
KWA
Kingswood Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.8M +$26.7M +633,678 +148%
AAM
2
Advisors Asset Management
Colorado
$28.3M +$20.8M +491,725 +274%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.8M +$11.7M +276,575 +82%
EWA
4
EP Wealth Advisors
California
$13M +$13M +308,630 New
Bank of America
5
Bank of America
North Carolina
$11.5M +$9.2M +218,105 +403%
SCM
6
Saba Capital Management
New York
$10.8M -$416K -9,846 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.77M +$5.86M +138,958 +202%
Wells Fargo
8
Wells Fargo
California
$7.89M +$7.47M +177,076 +1,781%
UBS Group
9
UBS Group
Switzerland
$4.8M +$4.62M +109,541 +2,545%
Stifel Financial
10
Stifel Financial
Missouri
$4.54M +$4.54M +107,635 New
SPIA
11
Steward Partners Investment Advisory
New York
$4.36M +$3.42M +81,019 +364%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.42M +$1.36M +32,265 +66%
Franklin Resources
13
Franklin Resources
California
$3.22M +$3.22M +73,519 New
LCM
14
Landscape Capital Management
New Jersey
$2.93M +$2.51M +59,560 +598%
Ameriprise
15
Ameriprise
Minnesota
$2.88M +$2.48M +58,676 +619%
DFG
16
Delphi Financial Group
Delaware
$2.65M +$2.65M +62,757 New
Invesco
17
Invesco
Georgia
$2.46M +$1.75M +41,376 +244%
OA
18
Oxbow Advisors
Texas
$2.19M +$2.19M +51,805 New
TL
19
Tradewinds LLC
North Carolina
$2.05M +$2.05M +48,503 New
IA
20
IFP Advisors
Florida
$2.02M +$2.02M +47,869 +95,738%
EIA
21
Edgemoor Investment Advisors
Maryland
$1.93M +$23K +545 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.92M +$1.76M +41,803 +1,121%
QC
23
Quantedge Capital
Singapore
$1.85M +$1.85M +43,820 New
KWM
24
Kingsview Wealth Management
Oregon
$1.66M +$1.34M +31,831 +424%
LPL Financial
25
LPL Financial
California
$1.59M +$1.59M +37,694 New
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