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EMO

ClearBridge Energy Midstream Opportunity Fund

112 hedge funds and large institutions have $188M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

7% more funds holding

Funds holding: 105112 (+7)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

4.3% less ownership

Funds ownership: 27.24%22.94% (-4.3%)

21% less capital invested

Capital invested by funds: $238M → $188M (-$50M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
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
$55.2M -$1.64M -34,767 -3%
AAM
2
Advisors Asset Management
Colorado
$13.2M -$11.5M -243,953 -45%
Wells Fargo
3
Wells Fargo
California
$11.5M -$658K -13,975 -5%
Bank of America
4
Bank of America
North Carolina
$10.3M -$216K -4,589 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M +$687K +14,582 +7%
Nomura Holdings
6
Nomura Holdings
Japan
$7.09M +$7.43M +157,728 New
PCM
7
Penserra Capital Management
California
$5.84M +$6.13M +130,103 New
YCM
8
Yakira Capital Management
Connecticut
$5.42M +$5.68M +120,604 New
Stifel Financial
9
Stifel Financial
Missouri
$5.01M +$412K +8,734 +8%
SPIA
10
Steward Partners Investment Advisory
New York
$4.91M -$201K -4,265 -4%
UBS Group
11
UBS Group
Switzerland
$4.17M -$348K -7,379 -7%
Ameriprise
12
Ameriprise
Minnesota
$3.38M +$34.4K +730 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.89M +$106K +2,260 +4%
BFM
14
Boothbay Fund Management
New York
$2.79M +$2.92M +62,000 New
EIA
15
Edgemoor Investment Advisors
Maryland
$2.43M +$77.8K +1,652 +3%
OA
16
Oxbow Advisors
Texas
$2.33M
Invesco
17
Invesco
Georgia
$2.21M -$420K -8,921 -15%
LPL Financial
18
LPL Financial
California
$2.15M +$13.1K +279 +0.6%
AGM
19
Alpine Global Management
New York
$2.11M +$2.21M +47,000 New
Raymond James Financial
20
Raymond James Financial
Florida
$1.94M -$28.6M -607,842 -93%
KWM
21
Kingsview Wealth Management
Oregon
$1.77M +$2.5K +53 +0.1%
SIA
22
Sit Investment Associates
Minnesota
$1.76M +$1.85M +39,212 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.65M -$7.12K -151 -0.4%
NFG
24
Nations Financial Group
Iowa
$1.22M -$125K -2,643 -9%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.21M -$3.91K -83 -0.3%

EMO Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2025, worth a combined $188M — down 21% from $238M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EMO positions and 12 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $7.43M. The largest seller was Raymond James Financial, cutting an estimated $28.6M.

  • 112 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $188M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2025, down 21% quarter-over-quarter.
  • 20 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2025 was Nomura Holdings, an estimated $7.43M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2025 was Raymond James Financial, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2025.