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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

67 hedge funds and large institutions have $77.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

5% more funds holding

Funds holding: 6467 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $83.5M → $77.7M (-$5.76M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
17
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$344K +$365K +7,122 New
PPP
27
Private Portfolio Partners
New Jersey
$322K +$9.52K +186 +3%
OIA
28
Optimum Investment Advisors
Illinois
$311K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$290K -$17.8K -348 -5%
RCA
30
Rowland Carmichael Advisors
Arizona
$281K +$61.4K +1,200 +26%
HCM
31
Hollencrest Capital Management
California
$262K
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$254K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$245K -$118K -2,307 -31%
WAM
34
Wolverine Asset Management
Illinois
$245K +$260K +5,088 New
Stifel Financial
35
Stifel Financial
Missouri
$240K -$211K -4,126 -45%
BFIM
36
Beese Fulmer Investment Management
Ohio
$176K -$3.94K -77 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$164K +$56.2K +1,098 +48%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$158K -$946K -18,479 -85%
IFAM
39
Institutional & Family Asset Management
Colorado
$141K +$104K +2,033 +231%
BA
40
Bard Associates
Illinois
$126K -$512 -10 -0.4%
TC
41
Truvestments Capital
Florida
$122K
TSS
42
Two Sigma Securities
New York
$119K +$126K +2,465 New
FNBOMD
43
First National Bank of Mount Dora
Florida
$116K
SSB
44
Sandy Spring Bank
Maryland
$111K +$3.69K +72 +3%
LPL Financial
45
LPL Financial
California
$110K +$973 +19 +0.8%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$108K
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$104K +$111K +2,160 New
SWP
48
Stratos Wealth Partners
Ohio
$99K +$105K +2,045 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$95K -$10.2K -200 -9%
AG
50
Advisor Group
Arizona
$75K +$18.9K +369 +31%

FMO Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2019, worth a combined $77.7M — down 6.9% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FMO positions and 9 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Cornerstone Advisory, adding an estimated $4.29M. The largest seller was Sit Investment Associates, cutting an estimated $1.5M.

  • 67 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2019, up from 64 in Q1 2019.
  • Funds reported $77.7M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2019, down 6.9% quarter-over-quarter.
  • 12 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2019 and 9 closed out, a net change of +3 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2019 was Cornerstone Advisory, an estimated $4.29M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2019 was Sit Investment Associates, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2019.