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FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Delisted

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

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45 hedge funds and large institutions have $11.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $13.7M → $11.7M (-$1.94M)

22% less funds holding

Funds holding: 58 → 45 (-13)

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
45
Holders Change
-13
Holders Change %
-22.41%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
11
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.19M
2
CRC
Curi RMB Capital
Illinois
+$532K
3
WAM
Wolverine Asset Management
Illinois
+$516K
4
CCP
Clough Capital Partners
Massachusetts
+$327K
5
AC
Aristides Capital
Kentucky
+$313K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisory
Maryland
-$302K
2
AAM
Advisors Asset Management
Colorado
-$238K
3
BUB
BBVA USA Bancshares
Texas
-$175K
4
PWS
Private Wealth Strategies
Ohio
-$173K
5
Osaic Holdings
Osaic Holdings
Arizona
-$97K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$26K -$13.1K -1,552 -30%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
TC
28
Truvestments Capital
Florida
$8K +$9.81K +1,163 New
CTC
29
Central Trust Company
Missouri
$6K – – –
GT
30
Glenmede Trust
Pennsylvania
$4K – – –
RCA
31
Ranch Capital Advisors
Florida
$4K +$3.24K +384 +145%
CWC
32
Carolinas Wealth Consulting
North Carolina
$4K +$5.04K +598 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2K -$717 -85 -28%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$2K – – –
HI
35
Hudock Inc
Pennsylvania
$2K +$51 +6 +2%
TRCT
36
Tower Research Capital (TRC)
New York
$2K +$2.73K +323 New
BWM
37
BNC Wealth Management
Oregon
$2K +$2.88K +341 New
GWM
38
Geneos Wealth Management
Colorado
$2K +$3.21K +380 New
SPIA
39
Steward Partners Investment Advisory
New York
$1K – – –
TCM
40
Tradewinds Capital Management
Washington
$1K – – –
IFAM
41
Institutional & Family Asset Management
Colorado
$1K +$25 +3 +2%
CT
42
Caldwell Trust
Florida
$720 – – –
APA
43
American Portfolios Advisors
New York
$79 +$93 +11 New
BUB
44
BBVA USA Bancshares
Texas
– -$175K -18,868 Closed
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
– -$96K -10,345 Closed
ACH
46
ArrowMark Colorado Holdings
Colorado
– -$92K -9,898 Closed
DA
47
Doliver Advisors
Texas
– -$82K -8,838 Closed
RCA
48
Rowland Carmichael Advisors
Arizona
– -$56K -6,080 Closed
HCM
49
Hollencrest Capital Management
California
– -$50K -5,417 Closed
Walleye Capital
50
Walleye Capital
New York
– -$50K -5,368 Closed
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FMO Hedge Fund Activity: Q3 2020 in Review

45 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2020, worth a combined $11.7M — down 14% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMO and 10 opened new positions — a net loss of 13 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.19M. The largest seller was Cornerstone Advisory, cutting an estimated $302K.

  • 45 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2020, down from 58 in Q2 2020.
  • Funds reported $11.7M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2020 and 23 closed out, a net change of -13 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2020 was Rivernorth Capital Management, an estimated $1.19M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2020 was Cornerstone Advisory, an estimated $302K sold.

Based on aggregated 13F filings for Q3 2020.