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ClearBridge Energy Midstream Opportunity Fund

119 hedge funds and large institutions have $295M invested in ClearBridge Energy Midstream Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more capital invested

Capital invested by funds: $262M → $295M (+$32.6M)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.38% less ownership

Funds ownership: 32.28%27.89% (-4.4%)

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.3M +$921K +18,532 +1%
ZCP
2
Z3 Capital Partners
Virginia
$33.4M +$388K +7,799 +1%
SIA
3
Sit Investment Associates
Minnesota
$28.2M -$12.1M -243,393 -31%
EWA
4
EP Wealth Advisors
California
$16M -$83.2K -1,674 -0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.3M +$113K +2,281 +0.9%
AAM
6
Advisors Asset Management
Colorado
$12.9M -$810K -16,292 -6%
Wells Fargo
7
Wells Fargo
California
$11.9M +$273K +5,500 +2%
Bank of America
8
Bank of America
North Carolina
$11.3M -$79.6K -1,601 -0.7%
PCM
9
Penserra Capital Management
California
$9.39M +$1.71M +34,473 +24%
Stifel Financial
10
Stifel Financial
Missouri
$6.68M +$64.3K +1,293 +1%
SPIA
11
Steward Partners Investment Advisory
New York
$5.86M +$139K +2,792 +3%
UBS Group
12
UBS Group
Switzerland
$4.69M -$371K -7,469 -8%
Ameriprise
13
Ameriprise
Minnesota
$4.32M -$232K -4,666 -5%
EIA
14
Edgemoor Investment Advisors
Maryland
$4.11M +$190K +3,832 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.4M +$303K +6,089 +10%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$3.12M +$2.88M +58,007 +5,709%
OA
17
Oxbow Advisors
Texas
$3.09M
Raymond James Financial
18
Raymond James Financial
Florida
$2.98M +$302K +6,084 +12%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$58.5K -1,178 -2%
TB
20
Terril Brothers
Missouri
$2.43M -$248K -4,993 -10%
LPL Financial
21
LPL Financial
California
$2.43M -$127K -2,552 -5%
WW
22
Wright Wealth
Georgia
$2.1M +$425K +8,548 +27%
KWM
23
Kingsview Wealth Management
Oregon
$2.09M +$2.58K +52 +0.1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.09M -$12.8K -258 -0.6%
NFG
25
Nations Financial Group
Iowa
$1.42M