ClearBridge Energy Midstream Opportunity Fund (EMO)

• Market cap: $833M
• 1 day: -0.52%
• 5 days: 4.83%
• 1 month: -7.06%
• 3 months: -7.27%
• 6 months: 5.53%
• Year to date: -1.93%
• 1 year: 10.62%
• 5 years: 298.43%
• 10 years: -58.00%
• Sector: Financials
• Industry: Asset Management

About: ClearBridge Energy Midstream Opportunity Fund Inc is a non-diversified, closed-end management investment company. Its investment objective is to provide long-term investors with a high level of total return with an emphasis on cash distributions. The Fund considers investments in midstream entities as those entities that provide midstream services including the gathering, transporting, processing, fractionation, storing, refining, and distribution of oil, natural gas liquids and natural gas.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $225M [Q3] → $243M (+$18.7M) [Q4]

5% more funds holding

Funds holding: 107 [Q3] → 112 (+5) [Q4]

0.87% less ownership

Funds ownership: 29.62% [Q3] → 28.76% (-0.87%) [Q4]

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37