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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

63 hedge funds and large institutions have $76.5M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 6263 (+1)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

19% less capital invested

Capital invested by funds: $94.6M → $76.5M (-$18M)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$403K -$10.4K -160 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$324K +$82.9K +1,270 +26%
HCM
28
Hollencrest Capital Management
California
$308K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$307K +$138K +2,118 +57%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$285K
1WA
31
180 Wealth Advisors
Washington
$233K +$9.07K +139 +3%
BFIM
32
Beese Fulmer Investment Management
Ohio
$232K -$9.79K -150 -3%
LPL Financial
33
LPL Financial
California
$217K +$64.1K +982 +31%
DA
34
Doliver Advisors
Texas
$189K -$498K -7,632 -68%
FIM
35
Freedom Investment Management
Connecticut
$187K +$231K +3,545 New
PAG
36
Private Advisor Group
New Jersey
$184K -$137K -2,105 -38%
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$171K
QCIG
38
Quad-Cities Investment Group
Iowa
$171K +$211K +3,233 New
IFAM
39
Institutional & Family Asset Management
Colorado
$156K -$71.6K -1,097 -27%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$146K +$2.68K +41 +2%
BA
41
Bard Associates
Illinois
$141K -$15.7K -240 -8%
FNBOMD
42
First National Bank of Mount Dora
Florida
$127K
WAM
43
Wolverine Asset Management
Illinois
$113K +$141K +2,156 New
Creative Planning
44
Creative Planning
Kansas
$112K +$138K +2,120 New
SWP
45
Stratos Wealth Partners
Ohio
$111K -$1.89K -29 -1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$79K -$27.9K -427 -22%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$61K -$21.6K -331 -22%
KF
48
Krilogy Financial
Missouri
$54K
AG
49
Advisor Group
Arizona
$50K +$45.5K +697 +288%
CTC
50
Central Trust Company
Missouri
$42K

FMO Hedge Fund Activity: Q1 2018 in Review

63 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2018, worth a combined $76.5M — down 19% from $94.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FMO positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.06M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.66M.

  • 63 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2018, up from 62 in Q4 2017.
  • Funds reported $76.5M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2018, down 19% quarter-over-quarter.
  • 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2018 was Millennium Management, an estimated $1.06M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2018.