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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

53 hedge funds and large institutions have $190M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

21% more capital invested

Capital invested by funds: $157M → $190M (+$32.9M)

13% more funds holding

Funds holding: 4753 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
18
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$474K
FNBT
27
FineMark National Bank & Trust
Florida
$453K +$40.8K +300 +11%
SMC
28
Smith, Moore & Co
Missouri
$247K -$32.6K -240 -12%
KFS
29
KMS Financial Services
Washington
$236K +$12K +88 +6%
RC
30
RegentAtlantic Capital
New Jersey
$219K +$207K +1,521 New
CBU
31
CIBC Bank USA
Illinois
$214K +$203K +1,490 New
CTC
32
Central Trust Company
Missouri
$178K -$4.08K -30 -2%
NFG
33
Next Financial Group
Texas
$136K +$138K +1,012 New
GT
34
Glenmede Trust
Pennsylvania
$115K
Creative Planning
35
Creative Planning
Kansas
$109K -$68K -500 -40%
AIG
36
American International Group
New York
$83.4K
NES
37
New England Securities
New York
$66K
MFS
38
MSI Financial Services
Massachusetts
$34K +$21.5K +158 +205%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$28K
Ameriprise
40
Ameriprise
Minnesota
$23K
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$22K +$272 +2 +1%
TIM
42
Tortoise Investment Management
New York
$16K +$14.7K +108 New
WEC
43
Winslow Evans & Crocker
Massachusetts
$14.4K
RIA
44
Regal Investment Advisors
Michigan
$10K
WT
45
Whittier Trust
California
$10K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$9K -$32.5K -239 -80%
WA
47
WFG Advisors
Texas
$9K
Citigroup
48
Citigroup
New York
$8K +$7.89K +58 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$6K
TRCT
50
Tower Research Capital (TRC)
New York
$4K -$13.2K -97 -77%

FMO Hedge Fund Activity: Q2 2014 in Review

53 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2014, worth a combined $190M — up 21% from $157M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FMO positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Advisors Asset Management, cutting an estimated $1.59M.

  • 53 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2014, up from 47 in Q1 2014.
  • Funds reported $190M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2014, up 21% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2014 and 2 closed out, a net change of +6 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2014 was Bank of America, an estimated $15.4M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2014 was Advisors Asset Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2014.