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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

66 hedge funds and large institutions have $74.1M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 6566 (+1)

3% less capital invested

Capital invested by funds: $76.4M → $74.1M (-$2.23M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
15
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$391K
BF
27
BOK Financial
Oklahoma
$317K +$312K +8,014 New
Ameriprise
28
Ameriprise
Minnesota
$308K +$169K +4,354 +114%
DA
29
Doliver Advisors
Texas
$300K -$176K -4,521 -37%
1WA
30
180 Wealth Advisors
Washington
$254K +$1.56K +40 +0.7%
OIA
31
Optimum Investment Advisors
Illinois
$234K -$14K -360 -6%
HCM
32
Hollencrest Capital Management
California
$214K
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$207K
RCA
34
Rowland Carmichael Advisors
Arizona
$205K -$32.7K -840 -14%
SIC
35
Samalin Investment Counsel
New York
$184K +$182K +4,665 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$161K -$20.1K -516 -11%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$151K -$46.1K -1,185 -24%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$141K +$139K +3,572 New
LPL Financial
39
LPL Financial
California
$129K +$38.2K +982 +43%
Stifel Financial
40
Stifel Financial
Missouri
$122K
Baird Financial Group
41
Baird Financial Group
Wisconsin
$109K -$33.6K -863 -24%
RCA
42
Ranch Capital Advisors
Florida
$107K -$14.8K -380 -12%
BFIM
43
Beese Fulmer Investment Management
Ohio
$101K -$28.3K -728 -22%
TC
44
Truvestments Capital
Florida
$100K
SSB
45
Sandy Spring Bank
Maryland
$98K +$4.2K +108 +5%
FNBOMD
46
First National Bank of Mount Dora
Florida
$95K
Geode Capital Management
47
Geode Capital Management
Massachusetts
$95K +$94.1K +2,418 New
BA
48
Bard Associates
Illinois
$93K -$2.14K -55 -2%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$89K
FIA
50
FNY Investment Advisers
New York
$44K +$43.5K +1,118 New

FMO Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2019, worth a combined $74.1M — down 2.9% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMO positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $4.25M. The largest seller was Cornerstone Advisory, cutting an estimated $8.4M.

  • 66 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2019, up from 65 in Q3 2019.
  • Funds reported $74.1M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2019, down 2.9% quarter-over-quarter.
  • 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2019 and 9 closed out, a net change of +1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2019 was Wolverine Asset Management, an estimated $4.25M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2019 was Cornerstone Advisory, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2019.