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EMO

ClearBridge Energy Midstream Opportunity Fund

109 hedge funds and large institutions have $258M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $244M → $258M (+$13.9M)

0.22% less ownership

Funds ownership: 28.77%28.55% (-0.22%)

3% less funds holding

Funds holding: 112109 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
37
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.2M +$2.89M +59,029 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$31.7M -$115K -2,345 -0.4%
AAM
3
Advisors Asset Management
Colorado
$31.5M +$1.69M +34,525 +6%
EWA
4
EP Wealth Advisors
California
$15.2M -$52.1K -1,063 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.7M -$441K -8,993 -3%
Bank of America
6
Bank of America
North Carolina
$12M -$790K -16,128 -6%
Wells Fargo
7
Wells Fargo
California
$9.58M +$205K +4,177 +2%
SCM
8
Saba Capital Management
New York
$9.02M -$901K -18,399 -9%
SPIA
9
Steward Partners Investment Advisory
New York
$5.33M +$61.5K +1,256 +1%
Stifel Financial
10
Stifel Financial
Missouri
$5.11M +$23.5K +480 +0.5%
UBS Group
11
UBS Group
Switzerland
$4.78M -$223K -4,544 -5%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$4.45M -$778K -15,877 -15%
Ameriprise
13
Ameriprise
Minnesota
$3.2M +$45.1K +921 +1%
Invesco
14
Invesco
Georgia
$2.64M -$175K -3,564 -6%
IA
15
IFP Advisors
Florida
$2.58M +$188K +3,847 +8%
OA
16
Oxbow Advisors
Texas
$2.57M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.48M +$66K +1,348 +3%
TL
18
Tradewinds LLC
North Carolina
$2.33M -$13.6K -278 -0.6%
EIA
19
Edgemoor Investment Advisors
Maryland
$2.28M +$127K +2,585 +6%
LPL Financial
20
LPL Financial
California
$2.22M +$62.3K +1,272 +3%
KWM
21
Kingsview Wealth Management
Oregon
$1.95M +$1.52K +31 +0.1%
LCM
22
Landscape Capital Management
New Jersey
$1.83M -$679K -13,867 -27%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.75M +$15.4K +314 +0.9%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$35.7K +729 +3%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$946K

EMO Hedge Fund Activity: Q1 2025 in Review

109 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2025, worth a combined $258M — up 5.7% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMO and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Saba Capital Management, cutting an estimated $901K.

  • 109 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $258M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.89M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2025 was Saba Capital Management, an estimated $901K sold.

Based on aggregated 13F filings for Q1 2025.