EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

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
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.48%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.93M
2
AAM
Advisors Asset Management
Colorado
+$1.71M
3
First Trust Advisors
First Trust Advisors
Illinois
+$637K
4
RWM
Ritholtz Wealth Management
New York
+$500K
5
AFG
Atomi Financial Group
New York
+$289K

Top Sellers

1
SCM
Saba Capital Management
New York
-$913K
2
Franklin Resources
Franklin Resources
California
-$860K
3
WAM
Wolverine Asset Management
Illinois
-$808K
4
GC
Guggenheim Capital
Illinois
-$807K
5
Bank of America
Bank of America
North Carolina
-$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.2M +$2.93M +59,029 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$31.7M -$116K -2,345 -0.4%
AAM
3
Advisors Asset Management
Colorado
$31.5M +$1.71M +34,525 +6%
EWA
4
EP Wealth Advisors
California
$15.2M -$52.7K -1,063 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.7M -$446K -8,993 -3%
Bank of America
6
Bank of America
North Carolina
$12M -$800K -16,128 -6%
Wells Fargo
7
Wells Fargo
California
$9.58M +$207K +4,177 +2%
SCM
8
Saba Capital Management
New York
$9.02M -$913K -18,399 -9%
SPIA
9
Steward Partners Investment Advisory
New York
$5.33M +$62.3K +1,256 +1%
Stifel Financial
10
Stifel Financial
Missouri
$5.11M +$23.8K +480 +0.5%
UBS Group
11
UBS Group
Switzerland
$4.78M -$225K -4,544 -5%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$4.45M -$788K -15,877 -15%
Ameriprise
13
Ameriprise
Minnesota
$3.2M +$45.7K +921 +1%
Invesco
14
Invesco
Georgia
$2.64M -$177K -3,564 -6%
IA
15
IFP Advisors
Florida
$2.58M +$191K +3,847 +8%
OA
16
Oxbow Advisors
Texas
$2.57M – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$2.48M +$66.9K +1,348 +3%
TL
18
Tradewinds LLC
North Carolina
$2.33M -$13.8K -278 -0.6%
EIA
19
Edgemoor Investment Advisors
Maryland
$2.28M +$128K +2,585 +6%
LPL Financial
20
LPL Financial
California
$2.22M +$63.1K +1,272 +3%
KWM
21
Kingsview Wealth Management
Oregon
$1.95M +$1.54K +31 +0.1%
LCM
22
Landscape Capital Management
New Jersey
$1.83M -$688K -13,867 -27%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.75M +$15.6K +314 +0.9%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$36.2K +729 +3%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$946K – – –
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