ClearBridge Energy Midstream Opportunity Fund

EMO • XNYS

ClearBridge Energy Midstream Opportunity Fund is a publicly traded company on XNYS. As of Q3 2025, 99 institutional investors hold shares in this company, with total holdings valued at $167.4M. MORGAN STANLEY is the largest holder with a position valued at $55.2M.

Overview

Overview of institutional ownership in EMO as of Q3 2025

All Institutions

Institutions: 99
Value Held: $167.4M
Shares Held: 3.7M
Avg Position: $1.7M
Median Position: $343.4K

Hedge Funds

Hedge Funds: 3
Value Held: $7.0M
Shares Held: 156.1K
Avg Position: $2.3M
Median Position: $856.8K

Biggest Investors

Institutions with the largest positions in EMO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$55.2M 0.00% of portfolio	0.00% 1.2M shares	Q4 2022 Held for 2y 11m	$1.65T
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$13.2M 0.22% of portfolio	0.00% 293.3K shares	Q4 2022 Held for 2y 11m	$5.9B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$11.5M 0.00% of portfolio	0.00% 257.0K shares	Q4 2022 Held for 2y 11m	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$10.3M 0.00% of portfolio	0.00% 228.4K shares	Q4 2022 Held for 2y 11m	$1.33T
N NOMURA HOLDINGS INC Institution	-	$7.1M 0.04% of portfolio	0.00% 157.7K shares	Q3 2025 Held for 2 months	$18.4B
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	Bruce Mitchell Kallins President	$5.4M 2.23% of portfolio	0.00% 120.6K shares	Q3 2025 Held for 2 months	$243.3M
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$5.0M 0.00% of portfolio	0.00% 111.5K shares	Q3 2024 Held for 1y 2m	$109.37B
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	$4.9M 0.03% of portfolio	0.00% 109.3K shares	Q4 2022 Held for 2y 11m	$17.4B
UBS Group AG Institution	Sergio P. Ermotti CEO	$4.2M 0.00% of portfolio	0.00% 92.9K shares	Q4 2022 Held for 2y 11m	$511.54B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$3.4M 0.00% of portfolio	0.00% 75.2K shares	Q1 2023 Held for 2y 8m	$433.11B

Net Capital Flow

Institutional buying and selling activity for EMO in Q3 2025

Traded: −$1.5M
Buyers: 43
Sellers: 35
Total Bought: +$23.4M
Total Sold: −$24.8M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
N NOMURA HOLDINGS INC Institution	+$7.1M +157.7K shares	$7.1M 157.7K shares
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	+$5.4M +120.6K shares	$5.4M 120.6K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	+$2.8M +62.0K shares	$2.8M 62.0K shares
A Alpine Partners VI, LLC Institution	+$2.1M +47.0K shares	$2.1M 47.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$1.9M +-607.8K shares	$1.9M 43.1K shares
Q Quarry LP Institution	+$696.3K +15.5K shares	$696.3K 15.5K shares
J JANE STREET GROUP, LLC Institution	+$576.1K +12.8K shares	$948.1K 21.1K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$392.3K +8.7K shares	$5.0M 111.5K shares
P PFG Investments, LLC Institution	+$343.4K +7.6K shares	$343.4K 7.6K shares
Creative Planning RIA/Wealth	+$274.7K +6.1K shares	$274.7K 6.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
Advisors Asset Management, Inc. ETF Provider	−$11.0M −244.0K shares	$13.2M 293.3K shares
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	−$3.5M −73.8K shares	Sold Off 0 shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	−$2.6M −54.4K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$1.6M −34.8K shares	$55.2M 1.2M shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	−$987.8K −20.6K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$856.5K −17.9K shares	Sold Off 0 shares
Aristides Capital LLC Real Assets	−$788.2K −16.4K shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$627.8K −14.0K shares	$11.5M 257.0K shares
Invesco Ltd. ETF Provider	−$400.7K −8.9K shares	$2.2M 49.1K shares
UBS Group AG Institution	−$331.5K −7.4K shares	$4.2M 92.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EMO in Q3 2025

New Positions: 12
New Value: $10.6M
Exited Positions: 12
Exited Value: $9.6M

New Positions

Institution	Position Value
N NOMURA HOLDINGS INC Institution	$7.1M 157.7K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$2.8M 62.0K shares
P PFG Investments, LLC Institution	$343.4K 7.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$203.0K 4.5K shares
NBC SECURITIES, INC. RIA/Wealth	$74.2K 1.7K shares
Sontag Advisory, LLC RIA/Wealth	$40.0K 890.0 shares
Union Bankshares Corp Institution	$28.3K 629.0 shares
B BRYN MAWR TRUST CO/PA Institution	$19.9K 442.0 shares
Abound Wealth Management RIA/Wealth	$17.0K 379.0 shares
Global Retirement Partners, LLC RIA/Wealth	$7.5K 167.0 shares

Exited Positions

Institution	Previous Position
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	$3.5M 73.8K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	$2.6M 54.4K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$987.8K 20.6K shares
FIRST TRUST ADVISORS LP ETF Provider	$856.5K 17.9K shares
Aristides Capital LLC Real Assets	$788.2K 16.4K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$288.3K 6.0K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	$264.3K 5.5K shares
We Are One Seven, LLC RIA/Wealth	$216.9K 4.5K shares
M MOTCO Institution	$42.4K 886.0 shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$19.4K 405.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EMO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EMO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	Bruce Mitchell Kallins President	2.23% $5.4M	0.00% 120.6K shares	Q3 2025 Held for 2 months	$243.3M
F Future Financial Wealth Managment LLC RIA/Wealth	Dennis Paul Marinich Managing Partner	0.62% $982.4K	0.00% 21.9K shares	Q2 2025 Held for 5 months	$158.7M
A Alpine Partners VI, LLC Institution	-	0.50% $2.1M	0.00% 47.0K shares	Q3 2025 Held for 2 months	$423.2M
CF Capital LLC Hedge Fund•Sector	Jenaro Cardona-Fox CIO	0.47% $738.8K	0.00% 16.4K shares	Q4 2024 Held for 11 months	$158.3M
TERRIL BROTHERS, INC. RIA/Wealth	John Joseph Terril CCO	0.31% $1.0M	0.00% 22.7K shares	Q2 2025 Held for 5 months	$329.5M
Oxbow Advisors, LLC RIA/Wealth	Chance Michael Finucane CIO	0.26% $2.3M	0.00% 51.8K shares	Q3 2024 Held for 1y 2m	$897.1M
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	0.22% $13.2M	0.00% 293.3K shares	Q4 2022 Held for 2y 11m	$5.9B
Q Quarry LP Institution	-	0.19% $696.3K	0.00% 15.5K shares	Q3 2025 Held for 2 months	$369.0M
Edgemoor Investment Advisors, Inc. RIA/Wealth	Paul Patrick Meehan President	0.19% $2.4M	0.00% 54.0K shares	Q2 2024 Held for 1y 5m	$1.3B
Argentarii, LLC RIA/Wealth	Brandon S Hutchison Founder	0.16% $407.2K	0.00% 9.1K shares	Q4 2024 Held for 11 months	$250.8M

Hedge Fund Spotlight

Discover hedge funds investing in EMO

CAPSTONE INVESTMENT ADVISORS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerPaul Matthew Britton

Portfolio Value: $9.4B
Positions: 1,012
Last Reported: Q3 2025

Sector Allocation

Position in ClearBridge Energy Midstream Opportunity Fund

Market Value: $856.8K
Shares Held: 19.1K
Portfolio Weight: 0.01%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$1.3B	13.35%
2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	11.84%
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.0B	11.12%