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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 $12.9M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

25% more capital invested

Capital invested by funds: $10.3M → $12.9M (+$2.59M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 37 → 38 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$955K
2
MC
Matisse Capital
Oregon
+$848K
3
WAM
Wolverine Asset Management
Illinois
+$432K
4
WAM
WNY Asset Management
New York
+$392K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$330K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$306K
2
SIA
Sit Investment Associates
Minnesota
-$275K
3
PWS
Private Wealth Strategies
Ohio
-$187K
4
UBS Group
UBS Group
Switzerland
-$27.8K
5
FIA
FNY Investment Advisers
New York
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Truvestments Capital
Florida
$2K -$458 -42 -22%
HI
27
Harbour Investments
Wisconsin
$2K – – –
IFAM
28
Institutional & Family Asset Management
Colorado
$2K +$44 +4 +3%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$2K +$2.51K +230 New
CT
30
Caldwell Trust
Florida
$1.04K – – –
OIA
31
Optimum Investment Advisors
Illinois
$1K -$1.09K -100 -63%
TCM
32
Tradewinds Capital Management
Washington
$1K – – –
WT
33
Whittier Trust
California
$1K – – –
Ameriprise
34
Ameriprise
Minnesota
– -$306K -28,687 Closed
SIA
35
Sit Investment Associates
Minnesota
– -$275K -25,847 Closed
FIA
36
FNY Investment Advisers
New York
– -$6K -650 Closed
RCA
37
Ranch Capital Advisors
Florida
– -$4K -420 Closed
CWA
38
Clearview Wealth Advisors
Oregon
– -$1K -140 Closed
PFBT
39
Parkside Financial Bank & Trust
Missouri
– +$11 +1 +3%
JWM
40
Janiczek Wealth Management
Colorado
– +$153 +14 New
TRCT
41
Tower Research Capital (TRC)
New York
– +$218 +20 New
1
2

FMO Hedge Fund Activity: Q4 2021 in Review

38 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2021, worth a combined $12.9M — up 25% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FMO positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $955K. The largest seller was Ameriprise, exiting entirely with an estimated $306K sold.

  • 38 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $12.9M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2021, up 25% quarter-over-quarter.
  • 6 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2021 and 5 closed out, a net change of +1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2021 was Saba Capital Management, an estimated $955K added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2021 was Ameriprise, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2021.