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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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40 hedge funds and large institutions have $9.36M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

11% less funds holding

Funds holding: 45 → 40 (-5)

20% less capital invested

Capital invested by funds: $11.7M → $9.36M (-$2.38M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$149K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$134K
3
WAM
Wolverine Asset Management
Illinois
+$113K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$89.2K
5
PAG
Private Advisor Group
New Jersey
+$81.7K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$591K
2
CCP
Clough Capital Partners
Massachusetts
-$279K
3
OFG
OTA Financial Group
New York
-$239K
4
Bank of America
Bank of America
North Carolina
-$186K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
26
Central Trust Company
Missouri
$5K – – –
ASN
27
Advisory Services Network
Georgia
$5K +$6.1K +889 New
GWM
28
Geneos Wealth Management
Colorado
$4K +$377 +55 +14%
CWC
29
Carolinas Wealth Consulting
North Carolina
$3K – – –
RCA
30
Ranch Capital Advisors
Florida
$2K -$1.56K -228 -35%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$1K – – –
TCM
33
Tradewinds Capital Management
Washington
$1K – – –
IFAM
34
Institutional & Family Asset Management
Colorado
$1K +$41 +6 +4%
CWA
35
Clearview Wealth Advisors
Oregon
$1K +$961 +140 New
CT
36
Caldwell Trust
Florida
$576 – – –
APA
37
American Portfolios Advisors
New York
$63 – – –
CRC
38
Curi RMB Capital
Illinois
– -$591K -82,135 Closed
CCP
39
Clough Capital Partners
Massachusetts
– -$279K -38,800 Closed
OFG
40
OTA Financial Group
New York
– -$239K -33,309 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$175K -24,293 Closed
RJFSA
42
Raymond James Financial Services Advisors
Florida
– -$154K -21,381 Closed
AAM
43
Advisors Asset Management
Colorado
– -$101K -14,096 Closed
UCFA
44
United Capital Financial Advisors
Texas
– -$91K -12,609 Closed
FFA
45
Founders Financial Alliance
North Carolina
– -$28K -3,977 Closed
GT
46
Glenmede Trust
Pennsylvania
– -$4K -600 Closed
BWM
47
BNC Wealth Management
Oregon
– -$2K -341 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$2K -323 Closed
BFEC
49
Benjamin F. Edwards & Company
Missouri
– -$2K -320 Closed
HI
50
Hudock Inc
Pennsylvania
– -$1.55K -226 -81%
1
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FMO Hedge Fund Activity: Q4 2020 in Review

40 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2020, worth a combined $9.36M — down 20% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMO and 8 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $149K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $591K sold.

  • 40 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2020, down from 45 in Q3 2020.
  • Funds reported $9.36M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2020, down 20% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2020 and 13 closed out, a net change of -5 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2020 was Morgan Stanley, an estimated $149K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2020 was Curi RMB Capital, an estimated $591K sold.

Based on aggregated 13F filings for Q4 2020.