Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CLEARBRIDGE ENERGY MIDSTREAM (EMO)

113 + Investors. Track Smart Money conviction in EMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — EMO

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
113 hedge funds hold EMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EMO is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

64 buying41 selling
Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 19 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 27% new

■ 36% conviction (2yr+) ■ 36% medium ■ 27% new
Of the 113 current holders: 41 (36%) held >2 years, 41 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +2034% but shares only +26% — price-driven

Value
+2034%
Shares
+25%
Last quarter: the total dollar value of institutional holdings rose +2034%, but actual share count only changed +26%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

23 → 9 → 11 → 19 → 24 new funds/Q
New funds entering each quarter: 9 → 11 → 19 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 39% veterans, 33% new entrants

■ 39% veterans ■ 28% 1-2yr ■ 33% new
Of 113 current holders: 44 (39%) held 2+ years, 32 held 1–2 years, 37 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 97% AUM from top-100 funds

97% from top-100 AUM funds
14 of 113 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in EMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EMO

How many hedge funds hold EMO — quarterly history vs. share price
Quarterly hedge fund ownership of EMO vs. share price

Market Analysis: EMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EMO
2026 Q1 Stats Unlock in 17 days 113 + Investors

Track Smart Money conviction in EMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 108 4.63%
13F Shares 5M 4M 25.63%
Total Value $3.97B $186M 2034.07%
New Positions 24 19 +5
Increased Positions 40 26 +14
Closed Positions 19 13 +6
Reduced Positions 22 29 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMO. Verified SEC 13F-HR filings.

Top 25 institutional holders of EMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Future Financial Wealth Managment LLC 0.49% 15,428 $758K
2 Hickory Point Bank & Trust 0.41% 11,665 $616K
3 Oxbow Advisors, LLC 0.26% 58,484 $3.1M
4 Eagle Bay Advisors LLC 0.19% 4,084 $216K
5 Register Financial Advisors LLC 0.08% 4,022 $212K
6 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% 26,828 $1.4M
7 Peregrine Asset Advisers, Inc. 0.07% 4,670 $247K
8 Indivisible Partners 0.06% 12,170 $643K
9 LexAurum Advisors, LLC 0.04% 6,357 $336K
10 XML Financial, LLC 0.04% 9,191 $485K
11 KINGSWOOD WEALTH ADVISORS, LLC 0.04% 14,989 $792K
12 Noble Wealth Management PBC 0.04% 1,332 $70K
13 FIRST COMMUNITY TRUST NA 0.03% 772 $41K
14 IFP Advisors, Inc 0.02% 21,793 $1.2M
15 PRIVATE TRUST CO NA 0.02% 4,306 $227K
16 PFG Investments, LLC 0.02% 7,765 $410K
17 Activest Wealth Management 0.02% 1,799 $95K
18 CARY STREET PARTNERS FINANCIAL LLC 0.02% 12,490 $660K
19 STEPHENS INC /AR/ 0.01% 17,985 $950K
20 Strategic Investment Solutions, Inc. /IL 0.01% 854 $45K
21 RITHOLTZ WEALTH MANAGEMENT 0.01% 10,069 $532K
22 Piscataqua Savings Bank 0.01% 238 $13K
23 HARBOR INVESTMENT ADVISORY, LLC 0.01% 1,884 $100K
24 NBC SECURITIES, INC. 0.01% 1,723 $91K
25 OPPENHEIMER & CO INC 0.01% 8,765 $463K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CLEARBRIDGE ENERGY MIDSTREAM (EMO)

What does the Smart Money Trend signal show for EMO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EMO?

More buyers than sellers — 61% buying: Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMO holders?

Elite ownership — 97% AUM from top-100 funds: 14 of 113 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in EMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMO?

Mixed — 36% long-term, 27% new: Of the 113 current holders: 41 (36%) held >2 years, 41 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.