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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

59 hedge funds and large institutions have $80.8M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $69.9M → $80.8M (+$11M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

6% less funds holding

Funds holding: 6359 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$373K -$52.9K -837 -13%
PAG
27
Private Advisor Group
New Jersey
$364K +$66.4K +1,050 +24%
LPL Financial
28
LPL Financial
California
$341K -$807K -12,760 -72%
RJA
29
Raymond James & Associates
Florida
$258K -$51.5K -814 -18%
BA
30
Bard Associates
Illinois
$226K +$12.7K +200 +7%
DW
31
Domani Wealth
Pennsylvania
$224K
Mariner
32
Mariner
Kansas
$173K
Citigroup
33
Citigroup
New York
$158K -$392K -6,196 -73%
Ameriprise
34
Ameriprise
Minnesota
$140K +$128K +2,026 New
CCM
35
Coe Capital Management
Illinois
$138K
KF
36
Krilogy Financial
Missouri
$114K -$41.2K -652 -28%
SSB
37
Sandy Spring Bank
Maryland
$113K
CTC
38
Central Trust Company
Missouri
$75K
Creative Planning
39
Creative Planning
Kansas
$71K -$3.16K -50 -5%
Deutsche Bank
40
Deutsche Bank
Germany
$69K +$29.7K +469 +87%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$68K +$62.9K +994 New
GT
42
Glenmede Trust
Pennsylvania
$55K
CHP
43
Cable Hill Partners
Oregon
$49K
AG
44
Advisor Group
Arizona
$23K +$21.9K +347 New
MFS
45
MSI Financial Services
Massachusetts
$19K -$5.5K -87 -24%
WEC
46
Winslow Evans & Crocker
Massachusetts
$16.9K +$316 +5 +2%
US Bancorp
47
US Bancorp
Minnesota
$14K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$13K
BlackRock
49
BlackRock
New York
$12K
AIM
50
Acrospire Investment Management
Illinois
$11K -$8.86K -140 -47%

FMO Hedge Fund Activity: Q2 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2016, worth a combined $80.8M — up 16% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FMO and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.45M. The largest seller was Bank of America, cutting an estimated $5.83M.

  • 59 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2016, down from 63 in Q1 2016.
  • Funds reported $80.8M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2016, up 16% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2016 and 12 closed out, a net change of -4 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2016 was HighTower Advisors, an estimated $1.45M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2016 was Bank of America, an estimated $5.83M sold.

Based on aggregated 13F filings for Q2 2016.