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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

FMO was delisted on the 4th of March, 2022.

45 hedge funds and large institutions have $134M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $126M → $134M (+$7.23M)

2% more funds holding

Funds holding: 4445 (+1)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
26
FineMark National Bank & Trust
Florida
$324K +$25.2K +194 +8%
Nomura Holdings
27
Nomura Holdings
Japan
$227K +$240K +1,848 New
CTC
28
Central Trust Company
Missouri
$224K
BRWA
29
B. Riley Wealth Advisors
Florida
$98K +$104K +798 New
AIG
30
American International Group
New York
$93.6K -$17.1K -132 -15%
MDCM
31
Morgan Dempsey Capital Management
Wisconsin
$90K -$19.5K -150 -17%
Creative Planning
32
Creative Planning
Kansas
$89K +$42.8K +330 +85%
TRCT
33
Tower Research Capital (TRC)
New York
$65K +$33.7K +260 +97%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$37K
Ameriprise
35
Ameriprise
Minnesota
$30K +$10.9K +84 +53%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$24K
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$18K +$389 +3 +2%
HNB
39
Huntington National Bank
Ohio
$10K
RIA
40
Regal Investment Advisors
Michigan
$8K
WT
41
Whittier Trust
California
$8K
WA
42
WFG Advisors
Texas
$7K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$5K
MFS
44
MSI Financial Services
Massachusetts
$4K
PAS
45
Partnervest Advisory Services
California
$4K +$4.02K +31 New
RC
46
RegentAtlantic Capital
New Jersey
-$206K -1,506 Closed
CBU
47
CIBC Bank USA
Illinois
-$203K -1,490 Closed
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
-$24K -175 Closed
Citigroup
49
Citigroup
New York
-$20.8K -160 Closed
S
50
SignatureFD
Georgia
-$9K -65 Closed

FMO Hedge Fund Activity: Q3 2013 in Review

45 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2013, worth a combined $134M — up 5.7% from $126M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FMO positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $15M. The largest seller was Advisors Asset Management, cutting an estimated $1.72M.

  • 45 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2013, up from 44 in Q2 2013.
  • Funds reported $134M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2013, up 5.7% quarter-over-quarter.
  • 6 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2013 and 5 closed out, a net change of +1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2013 was Bank of America, an estimated $15M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2013 was Advisors Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2013.