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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

62 hedge funds and large institutions have $94.6M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

19% more funds holding

Funds holding: 5262 (+10)

13% more capital invested

Capital invested by funds: $83.8M → $94.6M (+$10.7M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$651K +$590K +9,898 New
OIA
27
Optimum Investment Advisors
Illinois
$513K -$10.7K -180 -2%
CCP
28
Clough Capital Partners
Massachusetts
$483K +$438K +7,340 New
PAG
29
Private Advisor Group
New Jersey
$391K +$183K +3,076 +122%
HCM
30
Hollencrest Capital Management
California
$384K
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$355K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$321K +$50.6K +849 +21%
BFIM
33
Beese Fulmer Investment Management
Ohio
$298K -$49.8K -835 -16%
1WA
34
180 Wealth Advisors
Washington
$281K +$255K +4,279 New
YCM
35
Yorkville Capital Management
New York
$268K +$243K +4,070 New
IFAM
36
Institutional & Family Asset Management
Colorado
$267K +$107K +1,786 +79%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$243K -$61.7K -1,034 -22%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$214K +$194K +3,248 New
LPL Financial
39
LPL Financial
California
$206K +$187K +3,130 New
BA
40
Bard Associates
Illinois
$191K -$9.6K -161 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$179K +$163K +2,728 New
FNBOMD
42
First National Bank of Mount Dora
Florida
$158K +$143K +2,400 New
VF
43
Virtu Financial
New York
$149K +$135K +2,269 New
Ameriprise
44
Ameriprise
Minnesota
$148K +$9.25K +155 +7%
SWP
45
Stratos Wealth Partners
Ohio
$140K +$127K +2,135 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$126K +$31K +520 +37%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$98K -$3.88K -65 -4%
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K +$64.3K +1,078 New
KF
49
Krilogy Financial
Missouri
$67K -$9.54K -160 -14%
CTC
50
Central Trust Company
Missouri
$53K

FMO Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2017, worth a combined $94.6M — up 13% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FMO positions and 7 closed out — a net gain of 11 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.34M. The largest seller was Bank of America, cutting an estimated $7.64M.

  • 62 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2017, up from 52 in Q3 2017.
  • Funds reported $94.6M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 18 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2017 and 7 closed out, a net change of +11 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $4.34M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2017 was Bank of America, an estimated $7.64M sold.

Based on aggregated 13F filings for Q4 2017.