EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

105 hedge funds and large institutions have $237M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.74M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.61M
3
Morgan Stanley
Morgan Stanley
New York
+$1.43M
4
TB
Terril Brothers
Missouri
+$1.08M
5
NFG
Nations Financial Group
Iowa
+$796K

Top Sellers

1
SCM
Saba Capital Management
New York
-$9.02M
2
AAM
Advisors Asset Management
Colorado
-$4.67M
3
TL
Tradewinds LLC
North Carolina
-$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.16M
5
IA
IFP Advisors
Florida
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M +$1.43M +29,759 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$31.2M +$537K +11,188 +2%
AAM
3
Advisors Asset Management
Colorado
$25.8M -$4.67M -97,403 -15%
EWA
4
EP Wealth Advisors
California
$14.1M -$632K -13,172 -4%
Wells Fargo
5
Wells Fargo
California
$13M +$3.74M +77,990 +40%
Bank of America
6
Bank of America
North Carolina
$11.2M -$433K -9,030 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.1M -$2.16M -44,955 -18%
SPIA
8
Steward Partners Investment Advisory
New York
$5.45M +$291K +6,067 +6%
Stifel Financial
9
Stifel Financial
Missouri
$4.93M -$7.53K -157 -0.2%
UBS Group
10
UBS Group
Switzerland
$4.81M +$194K +4,042 +4%
Ameriprise
11
Ameriprise
Minnesota
$3.57M +$481K +10,026 +16%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.54M -$765K -15,942 -18%
Invesco
13
Invesco
Georgia
$2.79M +$229K +4,778 +9%
PAMP
14
Polar Asset Management Partners
Ontario, Canada
$2.61M +$2.61M +54,414 New
EIA
15
Edgemoor Investment Advisors
Maryland
$2.51M +$308K +6,423 +14%
OA
16
Oxbow Advisors
Texas
$2.49M – – –
LPL Financial
17
LPL Financial
California
$2.28M +$138K +2,868 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.96M -$364K -7,822 -16%
KWM
19
Kingsview Wealth Management
Oregon
$1.89M +$2.59K +54 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.77M +$76.1K +1,587 +4%
NFG
21
Nations Financial Group
Iowa
$1.43M +$796K +16,585 +125%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$40.9K +858 +3%
IA
23
IFP Advisors
Florida
$1.24M -$1.25M -26,137 -50%
TB
24
Terril Brothers
Missouri
$1.08M +$1.08M +22,474 New
LCM
25
Landscape Capital Management
New Jersey
$988K -$780K -16,254 -44%
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