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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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42 hedge funds and large institutions have $10.8M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $9.36M → $10.8M (+$1.48M)

5% more funds holding

Funds holding: 40 → 42 (+2)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisory
Maryland
+$369K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$281K
3
WAM
WNY Asset Management
New York
+$209K
4
RJA
Raymond James & Associates
Florida
+$130K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$95.3K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.42M
2
WAM
Wolverine Asset Management
Illinois
-$666K
3
LCM
Landscape Capital Management
New Jersey
-$510K
4
QC
Quantedge Capital
Singapore
-$425K
5
Ameriprise
Ameriprise
Minnesota
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
26
Central Trust Company
Missouri
$6K -$1.65K -200 -25%
CWC
27
Carolinas Wealth Consulting
North Carolina
$6K – – –
GWM
28
Geneos Wealth Management
Colorado
$4K – – –
RCA
29
Ranch Capital Advisors
Florida
$4K – – –
AIC
30
Ameritas Investment Company
Nebraska
$2.37K +$1.98K +240 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2K – – –
HI
32
Harbour Investments
Wisconsin
$2K +$1.32K +160 New
CWA
33
Clearview Wealth Advisors
Oregon
$1K – – –
TCM
34
Tradewinds Capital Management
Washington
$1K – – –
IFAM
35
Institutional & Family Asset Management
Colorado
$1K +$33 +4 +3%
RCM
36
Robinson Capital Management
Michigan
$1K +$823 +100 New
CT
37
Caldwell Trust
Florida
$987 – – –
APA
38
American Portfolios Advisors
New York
$109 – – –
LCM
39
Landscape Capital Management
New Jersey
– -$510K -88,547 Closed
6M
40
6 Meridian
Kansas
– -$241K -41,769 Closed
AC
41
Aristides Capital
Kentucky
– -$214K -37,083 Closed
PAG
42
Private Advisor Group
New Jersey
– -$69K -11,904 Closed
ASN
43
Advisory Services Network
Georgia
– -$5K -889 Closed
SPIA
44
Steward Partners Investment Advisory
New York
– -$1K -150 Closed
PFBT
45
Parkside Financial Bank & Trust
Missouri
– +$8 +1 +3%
WT
46
Whittier Trust
California
– +$404 +49 New
1
2

FMO Hedge Fund Activity: Q1 2021 in Review

42 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2021, worth a combined $10.8M — up 16% from $9.36M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FMO positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Advisory, adding an estimated $369K. The largest seller was Rivernorth Capital Management, cutting an estimated $2.42M.

  • 42 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $10.8M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2021, up 16% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2021 was Cornerstone Advisory, an estimated $369K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2021.