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FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Delisted

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

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49 hedge funds and large institutions have $147M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $134M → $147M (+$13.8M)

9% more funds holding

Funds holding: 45 → 49 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.39M
2
U
UBS
Switzerland
+$1.72M
3
IAS
IMA Advisory Services
Colorado
+$1.46M
4
GIM
Guild Investment Management
California
+$1.17M
5
SG Americas Securities
SG Americas Securities
New York
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.81M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$330K
3
Invesco
Invesco
Georgia
-$274K
4
Nomura Holdings
Nomura Holdings
Japan
-$227K
5
PWM
ParenteBeard Wealth Management
Pennsylvania
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$349K +$338K +2,739 New
WRM
27
Westport Resources Management
Connecticut
$275K +$267K +2,160 New
SMC
28
Smith, Moore & Co
Missouri
$250K +$242K +1,960 New
PAG
29
Private Advisor Group
New Jersey
$215K +$209K +1,693 New
CTC
30
Central Trust Company
Missouri
$187K -$43.4K -351 -19%
ASN
31
Advisory Services Network
Georgia
$106K +$103K +835 New
MDCM
32
Morgan Dempsey Capital Management
Wisconsin
$103K +$9.64K +78 +11%
Creative Planning
33
Creative Planning
Kansas
$93K +$989 +8 +1%
AIG
34
American International Group
New York
$89.1K -$7.42K -60 -8%
NES
35
New England Securities
New York
$39K +$38.2K +309 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$38K – – –
Citigroup
37
Citigroup
New York
$27K +$26.7K +216 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$25K – – –
Ameriprise
39
Ameriprise
Minnesota
$20K -$10.4K -84 -35%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$19K +$124 +1 +0.7%
WEC
41
Winslow Evans & Crocker
Massachusetts
$13K +$12.4K +100 New
HNB
42
Huntington National Bank
Ohio
$10K – – –
MFS
43
MSI Financial Services
Massachusetts
$10K +$5.56K +45 +141%
TRCT
44
Tower Research Capital (TRC)
New York
$9K -$56.5K -457 -86%
RIA
45
Regal Investment Advisors
Michigan
$9K – – –
WT
46
Whittier Trust
California
$9K – – –
WA
47
WFG Advisors
Texas
$8K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
PAS
49
Partnervest Advisory Services
California
$4K +$124 +1 +3%
Bank of New York Mellon
50
Bank of New York Mellon
New York
– -$330K -2,677 Closed
1
2
3

FMO Hedge Fund Activity: Q4 2013 in Review

49 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2013, worth a combined $147M — up 10% from $134M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FMO positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $5.39M. The largest seller was Advisors Asset Management, cutting an estimated $1.81M.

  • 49 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2013, up from 45 in Q3 2013.
  • Funds reported $147M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2013, up 10% quarter-over-quarter.
  • 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2013 and 4 closed out, a net change of +5 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $5.39M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2013 was Advisors Asset Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2013.