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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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38 hedge funds and large institutions have $10.6M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $10.8M → $10.6M (-$242K)

10% less funds holding

Funds holding: 42 → 38 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$548K
2
WAM
WNY Asset Management
New York
+$482K
3
HAS
HBW Advisory Services
California
+$452K
4
Osaic Holdings
Osaic Holdings
Arizona
+$370K
5
UBS Group
UBS Group
Switzerland
+$17K

Top Sellers

Rank Fund Capital Flow
1
QC
Quantedge Capital
Singapore
-$1.2M
2
Ameriprise
Ameriprise
Minnesota
-$1.04M
3
RCM
Rivernorth Capital Management
Florida
-$1.03M
4
Morgan Stanley
Morgan Stanley
New York
-$384K
5
Bank of America
Bank of America
North Carolina
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
Clearview Wealth Advisors
Oregon
$2K – – –
HI
27
Harbour Investments
Wisconsin
$2K – – –
IFAM
28
Institutional & Family Asset Management
Colorado
$2K +$34 +3 +2%
ASN
29
Advisory Services Network
Georgia
$2K +$1.41K +123 New
CT
30
Caldwell Trust
Florida
$1.26K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1K -$1.38K -120 -55%
RCM
32
Robinson Capital Management
Michigan
$1K – – –
TCM
33
Tradewinds Capital Management
Washington
$1K – – –
WT
34
Whittier Trust
California
$1K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$1K +$1.15K +100 New
APA
36
American Portfolios Advisors
New York
$139 – – –
QC
37
Quantedge Capital
Singapore
– -$1.2M -121,066 Closed
RCM
38
Rivernorth Capital Management
Florida
– -$1.03M -104,266 Closed
Ameriprise
39
Ameriprise
Minnesota
– -$1.04M -103,484 Closed
TJHA
40
Thomas J. Herzfeld Advisors
Florida
– -$128K -12,995 Closed
FIA
41
FNY Investment Advisers
New York
– -$7K -780 Closed
CTC
42
Central Trust Company
Missouri
– -$6K -600 Closed
AIC
43
Ameritas Investment Company
Nebraska
– -$2.37K -240 Closed
PFBT
44
Parkside Financial Bank & Trust
Missouri
– +$11 +1 +3%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
– +$803 +70 New
1
2

FMO Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2021, worth a combined $10.6M — down 2.2% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FMO and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $548K. The largest seller was Quantedge Capital, exiting entirely with an estimated $1.2M sold.

  • 38 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2021, down from 42 in Q1 2021.
  • Funds reported $10.6M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 5 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2021 and 9 closed out, a net change of -4 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2021 was Commonwealth Equity Services, an estimated $548K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2021 was Quantedge Capital, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2021.