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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 $72.3M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5253 (+1)

12% less capital invested

Capital invested by funds: $81.7M → $72.3M (-$9.4M)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$232K -$11.4K -150 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$214K +$217K +2,869 New
Ameriprise
28
Ameriprise
Minnesota
$153K +$156K +2,059 New
IECM
29
Intrinsic Edge Capital Management
Illinois
$149K +$152K +2,000 New
KF
30
Krilogy Financial
Missouri
$119K -$1.51K -20 -1%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$92K +$2.58K +34 +3%
FNBT
32
FineMark National Bank & Trust
Florida
$79K
Creative Planning
33
Creative Planning
Kansas
$68K -$8.71K -115 -11%
CTC
34
Central Trust Company
Missouri
$60K
GT
35
Glenmede Trust
Pennsylvania
$59K
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$59K +$57.1K +754 New
CHP
37
Cable Hill Partners
Oregon
$53K
AG
38
Advisor Group
Arizona
$41K +$15.2K +200 +58%
AIM
39
Acrospire Investment Management
Illinois
$34K
IWA
40
IBEX Wealth Advisors
New Jersey
$27K +$27.1K +357 New
SSB
41
Sandy Spring Bank
Maryland
$17K -$28.1K -371 -62%
IWM
42
IHT Wealth Management
Illinois
$16K +$16.1K +212 New
US Bancorp
43
US Bancorp
Minnesota
$15K
MFS
44
MSI Financial Services
Massachusetts
$14K -$530 -7 -4%
BlackRock
45
BlackRock
New York
$13K
IA
46
IFP Advisors
Florida
$12K
GI
47
Gradient Investments
Minnesota
$11K
WEC
48
Winslow Evans & Crocker
Massachusetts
$7.45K
SWA
49
Sutton Wealth Advisors
Florida
$7.03K
WA
50
WFG Advisors
Texas
$6K +$6.21K +82 New

FMO Hedge Fund Activity: Q4 2016 in Review

53 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2016, worth a combined $72.3M — down 12% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FMO positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $915K. The largest seller was UBS Group, cutting an estimated $2.53M.

  • 53 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2016, up from 52 in Q3 2016.
  • Funds reported $72.3M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2016, down 12% quarter-over-quarter.
  • 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2016 and 8 closed out, a net change of +1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2016 was Ladenburg Thalmann Financial Services, an estimated $915K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2016 was UBS Group, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2016.