We are live on ! Find out more
FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

47 hedge funds and large institutions have $157M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $147M → $157M (+$10.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4947 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
26
FineMark National Bank & Trust
Florida
$370K -$51K -400 -12%
WRM
27
Westport Resources Management
Connecticut
$263K -$17.6K -138 -6%
SMC
28
Smith, Moore & Co
Missouri
$255K
PAG
29
Private Advisor Group
New Jersey
$220K
KFS
30
KMS Financial Services
Washington
$202K +$198K +1,552 New
CTC
31
Central Trust Company
Missouri
$165K -$25.5K -200 -14%
Creative Planning
32
Creative Planning
Kansas
$163K +$67.6K +530 +73%
GT
33
Glenmede Trust
Pennsylvania
$103K +$102K +800 New
AIG
34
American International Group
New York
$75.3K -$15.3K -120 -17%
NES
35
New England Securities
New York
$59K +$18.7K +147 +48%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$39K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$25K
Ameriprise
38
Ameriprise
Minnesota
$21K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$19K +$255 +2 +1%
TRCT
40
Tower Research Capital (TRC)
New York
$16K +$6.89K +54 +75%
WEC
41
Winslow Evans & Crocker
Massachusetts
$13K
MFS
42
MSI Financial Services
Massachusetts
$10K
RIA
43
Regal Investment Advisors
Michigan
$9K
WT
44
Whittier Trust
California
$9K
WA
45
WFG Advisors
Texas
$8K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$6K
BIM
47
BlackRock Investment Management
Delaware
$1K +$1.02K +8 New
SG Americas Securities
48
SG Americas Securities
New York
-$1.18M -9,291 Closed
Jane Street
49
Jane Street
New York
-$349K -2,739 Closed
ASN
50
Advisory Services Network
Georgia
-$106K -835 Closed

FMO Hedge Fund Activity: Q1 2014 in Review

47 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2014, worth a combined $157M — up 6.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FMO and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $2.26M. The largest seller was Advisors Asset Management, cutting an estimated $1.58M.

  • 47 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2014, down from 49 in Q4 2013.
  • Funds reported $157M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 5 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2014 and 7 closed out, a net change of -2 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2014 was Bank of America, an estimated $2.26M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2014 was Advisors Asset Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2014.