EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

112 hedge funds and large institutions have $244M invested in ClearBridge Energy Midstream Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.63M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.92M
5
AGM
Alpine Global Management
New York
$698K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$27.9M
2
DFG
Delphi Financial Group
Delaware
$0
3
SCM
Saba Capital Management
New York
$9.32M
4
Franklin Resources
Franklin Resources
California
$860K
5
QC
Quantedge Capital
Singapore
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.7M +$5.32M +114,341 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$29.9M +$29.9M +642,133 New
AAM
3
Advisors Asset Management
Colorado
$27.9M -$3.29M -70,774 -11%
EWA
4
EP Wealth Advisors
California
$14.3M -$45.9K -987 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.3M +$2.62M +56,303 +27%
Bank of America
6
Bank of America
North Carolina
$12M -$654K -14,059 -5%
SCM
7
Saba Capital Management
New York
$9.32M -$2.6M -55,765 -22%
Wells Fargo
8
Wells Fargo
California
$8.79M +$83.5K +1,795 +1%
SPIA
9
Steward Partners Investment Advisory
New York
$4.94M +$136K +2,923 +3%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$4.92M +$1.15M +24,616 +30%
Stifel Financial
11
Stifel Financial
Missouri
$4.77M -$239K -5,143 -5%
UBS Group
12
UBS Group
Switzerland
$4.69M -$607K -13,046 -11%
Ameriprise
13
Ameriprise
Minnesota
$2.96M -$214K -4,593 -7%
Invesco
14
Invesco
Georgia
$2.65M -$70.2K -1,508 -3%
OA
15
Oxbow Advisors
Texas
$2.41M – – –
LCM
16
Landscape Capital Management
New Jersey
$2.36M -$875K -18,804 -27%
TL
17
Tradewinds LLC
North Carolina
$2.32M -$61.9K -1,260 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.26M +$146K +3,129 +7%
IA
19
IFP Advisors
Florida
$2.24M +$8.24K +177 +0.4%
LPL Financial
20
LPL Financial
California
$2.02M +$266K +5,723 +15%
EIA
21
Edgemoor Investment Advisors
Maryland
$2.02M -$109K -2,339 -5%
KWM
22
Kingsview Wealth Management
Oregon
$1.83M -$3.49K -75 -0.2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.63M +$1.63M +34,959 New
WAM
24
Wolverine Asset Management
Illinois
$1.37M -$97.1K -2,087 -7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$219K +4,699 +22%
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