Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clearbridge Energy Midstream (EMO)

119 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — EMO

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
119 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 — +13% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

56 buying45 selling
Last quarter: 56 funds bought or added vs 45 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 25 → 21 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 25% new
48 out of 119 hedge funds have held EMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

11 → 21 → 25 → 21 → 17 new funds/Q
New funds entering each quarter: 21 → 25 → 21 → 17. EMO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 41% veterans vs 31% newcomers

■ 41% veterans ■ 28% 1-2yr ■ 31% new
Entry-cohort mix of 119 holders: 49 (41%) are 2+ year veterans, 33 entered 1–2 years ago, and 37 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
16 of 119 holders are among the 100 largest funds by AUM, controlling 48% 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 Q2, 56 hedge funds were net buyers of EMO (17 opened a new position, 39 added to an existing one), while 45 reduced or exited (30 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 48% of total institutional value in EMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 119.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EMO
119 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 119 117 1.71%
13F Shares 5M 6M -3.6%
Total Value $254M $249M 1.72%
New Positions 17 21 -4
Increased Positions 39 36 +3
Closed Positions 15 23 -8
Reduced Positions 30 33 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMO

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Institutional Holders (2026 Q2)

119 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Z3 Capital Partners, LLC 6.62% 629,814 $31.6M
2 Wright Wealth LLC 1.20% 39,834 $2.0M
3 Thomas J. Herzfeld Advisors, Inc. 1.12% 73,130 $3.7M
4 Closed-End Fund Advisors, Inc. 1.12% 22,885 $1.1M
5 Quantedge Capital Pte Ltd 0.92% 24,200 $1.2M
6 Terril Brothers, INC. 0.58% 44,879 $2.2M
7 Future Financial Wealth Managment LLC 0.45% 13,710 $726K
8 Blue Bell Private Wealth Management, LLC 0.30% 48,724 $2.4M
9 Hickory Point Bank & Trust 0.30% 9,990 $500K
10 Edgemoor Investment Advisors, Inc. 0.26% 77,329 $3.9M
11 Oxbow Advisors, LLC 0.24% 58,484 $2.9M
12 Concorde Asset Management, LLC 0.21% 7,255 $363K
13 Advisors Asset Management, Inc. 0.17% 218,811 $11.0M
14 Saba Capital Management, L.P. 0.16% 126,112 $6.3M
15 Argentarii, LLC 0.14% 9,066 $473K
16 Arlington Capital Management, Inc. 0.13% 4,093 $205K
17 Waterloo Capital, L.P. 0.08% 29,152 $1.5M
18 Nations Financial Group Inc, /Ia/ /Adv 0.06% 26,728 $1.3M
19 Hollencrest Capital Management 0.06% 19,285 $966K
20 Register Financial Advisors LLC 0.06% 4,022 $202K
21 EP Wealth Advisors, LLC 0.06% 297,457 $14.9M
22 Peregrine Asset Advisers, Inc. 0.05% 4,670 $234K
23 Icon Wealth Advisors, LLC 0.04% 14,242 $714K
24 LexAurum Advisors, LLC 0.04% 6,357 $318K
25 XML Financial, LLC 0.04% 9,807 $491K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 56 funds bought or added vs 45 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 — 48% AUM from top-100 funds: 16 of 119 holders are among the 100 largest funds by AUM, controlling 48% 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?

40% of holders stayed for 2+ years: 48 out of 119 hedge funds have held EMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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