Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clearbridge Energy Midstream (EMO)

116 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — EMO

Based on 117 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
117 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

57 buying55 selling
Last quarter: 57 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 20 → 25 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 25% new

■ 32% conviction (2yr+) ■ 44% medium ■ 25% new
Of the 117 current holders: 37 (32%) held >2 years, 51 held 1–2 years, and 29 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.
💎

Buying through price weakness — shares +6%, value -94%

Value
-93%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -94%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 11 → 20 → 25 → 21 new funds/Q
New funds entering each quarter: 11 → 20 → 25 → 21. A growing number of institutions are discovering EMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 28% new entrants

■ 38% veterans ■ 33% 1-2yr ■ 28% new
Of 117 current holders: 45 (38%) held 2+ years, 39 held 1–2 years, 33 (28%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
16 of 117 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — EMO

In 2026 Q1, 57 hedge funds were net buyers of EMO (21 opened a new position, 36 added to an existing one), while 55 reduced or exited (33 trimmed, 22 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 49% of total institutional value in EMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 117.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Clearbridge Energy Midstream (EMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EMO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EMO
-7.9%
XLF
+9.5%

EMO outperformed XLF by -17.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EMO
-6.5%
XLF
+5.8%

Since the filing became public, EMO outperformed XLF by -12.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EMO
116 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 116 118 -1.69%
13F Shares 6M 5M 5.98%
Total Value $249M $3.98B -93.74%
New Positions 21 25 -4
Increased Positions 35 40 -5
Closed Positions 23 19 +4
Reduced Positions 33 23 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

116 + investors

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

QUARTER:
Top 25 EMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Z3 Capital Partners, LLC 6.70% 624,498 $27.9M
2 Wright Wealth LLC 1.41% 39,849 $2.1M
3 Closed-End Fund Advisors, Inc. 1.23% 22,852 $1.2M
4 Thomas J. Herzfeld Advisors, Inc. 1.06% 59,023 $3.1M
5 Terril Brothers, INC. 0.66% 46,054 $2.4M
6 Future Financial Wealth Managment LLC 0.49% 15,428 $758K
7 Hickory Point Bank & Trust 0.41% 11,665 $616K
8 Blue Bell Private Wealth Management, LLC 0.36% 47,803 $2.5M
9 Edgemoor Investment Advisors, Inc. 0.32% 77,738 $4.1M
10 Oxbow Advisors, LLC 0.26% 58,484 $3.1M
11 Advisors Asset Management, Inc. 0.22% 244,836 $12.9M
12 Eagle Bay Advisors LLC 0.19% 4,084 $216K
13 Concorde Asset Management, LLC 0.19% 7,295 $385K
14 Argentarii, LLC 0.17% 9,066 $479K
15 Papamarkou Wellner Asset Management inc. 0.15% 4,800 $254K
16 EP Wealth Advisors, LLC 0.08% 303,753 $16.0M
17 Register Financial Advisors LLC 0.08% 4,022 $212K
18 Nations Financial Group Inc, /Ia/ /Adv 0.07% 26,828 $1.4M
19 Peregrine Asset Advisers, Inc. 0.07% 4,670 $247K
20 Indivisible Partners 0.06% 12,170 $643K
21 Icon Wealth Advisors, LLC 0.05% 14,216 $721K
22 LexAurum Advisors, LLC 0.04% 6,357 $336K
23 XML Financial, LLC 0.04% 9,191 $485K
24 Hollencrest Capital Management 0.04% 19,285 $1.0M
25 Kingswood Wealth Advisors, LLC 0.04% 14,989 $792K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EMO?

Slight buying edge — 51% buying: Last quarter: 57 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EMO holders?

Elite ownership — 49% AUM from top-100 funds: 16 of 117 holders are among the 100 largest funds by AUM, controlling 49% 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 — 32% long-term, 25% new: Of the 117 current holders: 37 (32%) held >2 years, 51 held 1–2 years, and 29 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.

Is it too late to buy Clearbridge Energy Midstream (EMO) following the 2026 Q1 hedge fund 13F filings?

As of today, EMO has moved -6.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -12.3%. Since the quarter end (March 31, 2026), EMO has gained -7.9% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →