We are live on ! Find out more
FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Delisted

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

Back to rankings

64 hedge funds and large institutions have $86.4M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

13% more capital invested

Capital invested by funds: $76.5M → $86.4M (+$9.85M)

2% more funds holding

Funds holding: 63 → 64 (+1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.02M
2
Cohen & Steers
Cohen & Steers
New York
+$995K
3
IAS
IMA Advisory Services
Colorado
+$893K
4
DA
Doliver Advisors
Texas
+$846K
5
WAM
Wolverine Asset Management
Illinois
+$807K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$816K
2
Morgan Stanley
Morgan Stanley
New York
-$670K
3
Bank of America
Bank of America
North Carolina
-$552K
4
OC
Oppenheimer & Co
New York
-$321K
5
RJA
Raymond James & Associates
Florida
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$579K – – –
Stifel Financial
27
Stifel Financial
Missouri
$567K -$10.5K -179 -2%
Wells Fargo
28
Wells Fargo
California
$485K -$149K -2,554 -24%
OIA
29
Optimum Investment Advisors
Illinois
$447K – – –
PAG
30
Private Advisor Group
New Jersey
$392K +$192K +3,295 +94%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$362K +$22.3K +381 +7%
HCM
32
Hollencrest Capital Management
California
$341K – – –
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$316K – – –
1WA
34
180 Wealth Advisors
Washington
$279K +$20.7K +355 +8%
BFIM
35
Beese Fulmer Investment Management
Ohio
$257K – – –
BS
36
Boenning & Scattergood
Pennsylvania
$222K +$222K +3,800 New
TC
37
Truvestments Capital
Florida
$215K +$215K +3,680 New
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$190K – – –
IFAM
39
Institutional & Family Asset Management
Colorado
$180K +$7.13K +122 +4%
LPL Financial
40
LPL Financial
California
$175K -$65.8K -1,126 -27%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$164K +$1.99K +34 +1%
BA
42
Bard Associates
Illinois
$156K – – –
FNBOMD
43
First National Bank of Mount Dora
Florida
$140K – – –
Millennium Management
44
Millennium Management
New York
$129K -$816K -13,968 -86%
SWP
45
Stratos Wealth Partners
Ohio
$123K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$112K +$25.2K +432 +29%
QCIG
47
Quad-Cities Investment Group
Iowa
$83K -$106K -1,810 -56%
AG
48
Advisor Group
Arizona
$63K +$7.94K +136 +14%
CTC
49
Central Trust Company
Missouri
$47K – – –
CHP
50
Cable Hill Partners
Oregon
$41K – – –
1
2
3

FMO Hedge Fund Activity: Q2 2018 in Review

64 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2018, worth a combined $86.4M — up 13% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FMO positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.02M. The largest seller was Millennium Management, cutting an estimated $816K.

  • 64 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2018, up from 63 in Q1 2018.
  • Funds reported $86.4M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2018, up 13% quarter-over-quarter.
  • 7 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2018 and 5 closed out, a net change of +2 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2018 was Sit Investment Associates, an estimated $1.02M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2018 was Millennium Management, an estimated $816K sold.

Based on aggregated 13F filings for Q2 2018.