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EMO

ClearBridge Energy Midstream Opportunity Fund

105 hedge funds and large institutions have $238M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

1.32% less ownership

Funds ownership: 28.55%27.24% (-1.3%)

4% less funds holding

Funds holding: 109105 (-4)

8% less capital invested

Capital invested by funds: $258M → $238M (-$20M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.6M +$1.36M +29,759 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$31.2M +$512K +11,188 +2%
AAM
3
Advisors Asset Management
Colorado
$25.8M -$4.46M -97,403 -15%
EWA
4
EP Wealth Advisors
California
$14.1M -$603K -13,172 -4%
Wells Fargo
5
Wells Fargo
California
$13M +$3.57M +77,990 +40%
Bank of America
6
Bank of America
North Carolina
$11.2M -$413K -9,030 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.1M -$2.06M -44,955 -18%
SPIA
8
Steward Partners Investment Advisory
New York
$5.45M +$278K +6,067 +6%
Stifel Financial
9
Stifel Financial
Missouri
$4.93M -$7.18K -157 -0.2%
UBS Group
10
UBS Group
Switzerland
$4.81M +$185K +4,042 +4%
Ameriprise
11
Ameriprise
Minnesota
$3.57M +$459K +10,026 +16%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.54M -$729K -15,942 -18%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.79M +$376K +8,219 +16%
Invesco
14
Invesco
Georgia
$2.79M +$219K +4,778 +9%
PAMP
15
Polar Asset Management Partners
Ontario, Canada
$2.61M +$2.49M +54,414 New
EIA
16
Edgemoor Investment Advisors
Maryland
$2.51M +$294K +6,423 +14%
OA
17
Oxbow Advisors
Texas
$2.49M
LPL Financial
18
LPL Financial
California
$2.28M +$131K +2,868 +6%
KWM
19
Kingsview Wealth Management
Oregon
$1.89M +$2.47K +54 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.77M +$72.6K +1,587 +4%
NFG
21
Nations Financial Group
Iowa
$1.43M +$759K +16,585 +125%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$39.3K +858 +3%
IA
23
IFP Advisors
Florida
$1.24M -$1.2M -26,137 -50%
TB
24
Terril Brothers
Missouri
$1.08M +$1.03M +22,474 New
LCM
25
Landscape Capital Management
New Jersey
$988K -$744K -16,254 -44%

EMO Hedge Fund Activity: Q2 2025 in Review

105 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2025, worth a combined $238M — down 7.8% from $258M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EMO and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.02M sold.

  • 105 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2025, down from 109 in Q1 2025.
  • Funds reported $238M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2025 and 12 closed out, a net change of -2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2025 was Wells Fargo, an estimated $3.57M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2025 was Saba Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.