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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

119 hedge funds and large institutions have $262M invested in ClearBridge Energy Midstream Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $188M → $262M (+$74.6M)

9.34% more ownership

Funds ownership: 22.94% → 32.28% (+9.3%)

6% more funds holding

Funds holding: 112 → 119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$32.3M
2
AIA
Absolute Investment Advisers
Florida
+$3.68M
3
Morgan Stanley
Morgan Stanley
New York
+$3.64M
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.9M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$5.12M
2
YCM
Yakira Capital Management
Connecticut
-$4.15M
3
BFM
Boothbay Fund Management
New York
-$2.79M
4
AGM
Alpine Global Management
New York
-$2.11M
5
Wells Fargo
Wells Fargo
California
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.6M +$3.64M +83,309 +7%
SIA
2
Sit Investment Associates
Minnesota
$34.7M +$32.3M +738,476 +1,883%
ZCP
3
Z3 Capital Partners
Virginia
$27.9M +$27.3M +624,498 New
EWA
4
EP Wealth Advisors
California
$13.6M +$13.3M +305,427 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M +$1.9M +43,422 +19%
AAM
6
Advisors Asset Management
Colorado
$11.7M -$1.41M -32,219 -11%
Wells Fargo
7
Wells Fargo
California
$9.83M -$1.61M -36,801 -14%
Bank of America
8
Bank of America
North Carolina
$9.59M -$591K -13,527 -6%
PCM
9
Penserra Capital Management
California
$6.4M +$582K +13,305 +10%
Stifel Financial
10
Stifel Financial
Missouri
$5.58M +$591K +13,533 +12%
SPIA
11
Steward Partners Investment Advisory
New York
$4.83M -$44.6K -1,021 -0.9%
UBS Group
12
UBS Group
Switzerland
$4.3M +$145K +3,309 +4%
Ameriprise
13
Ameriprise
Minnesota
$3.86M +$487K +11,148 +15%
AIA
14
Absolute Investment Advisers
Florida
$3.75M +$3.68M +84,275 New
EIA
15
Edgemoor Investment Advisors
Maryland
$3.3M +$870K +19,899 +37%
OA
16
Oxbow Advisors
Texas
$2.61M +$292K +6,679 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.6M -$100K -2,287 -4%
TB
18
Terril Brothers
Missouri
$2.28M +$1.24M +28,323 +125%
Raymond James Financial
19
Raymond James Financial
Florida
$2.25M +$316K +7,237 +17%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.19M +$1.91M +43,800 +845%
LPL Financial
21
LPL Financial
California
$2.16M +$28K +641 +1%
Nomura Holdings
22
Nomura Holdings
Japan
$1.81M -$5.12M -117,242 -74%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.78M +$134K +3,058 +8%
KWM
24
Kingsview Wealth Management
Oregon
$1.76M +$2.49K +57 +0.1%
Invesco
25
Invesco
Georgia
$1.61M -$576K -13,186 -27%
1
2 3 4 5

EMO Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2025, worth a combined $262M — up 40% from $188M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EMO positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.3M. The largest seller was Nomura Holdings, cutting an estimated $5.12M.

  • 119 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $262M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2025, up 40% quarter-over-quarter.
  • 25 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2025 and 16 closed out, a net change of +9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $32.3M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2025 was Nomura Holdings, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2025.