Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
49 hedge funds and large institutions have $147M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
10% more capital invested
Capital invested by funds: $134M → $147M (+$13.8M)
9% more funds holding
Funds holding: 45 → 49 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.39M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.72M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$1.46M |
| 4 |
GIM
Guild Investment Management
Los Angeles,
California
|
+$1.17M |
| 5 |
SG Americas Securities
New York
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.81M |
| 2 |
Bank of New York Mellon
New York
|
-$330K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$274K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$227K |
| 5 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Nomura Holdings
Tokyo,
Japan
| – | -$227K | -1,848 | Closed |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$98K | -798 | Closed |
|
|
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$20K | -160 | Closed |
|
FMO Hedge Fund Activity: Q4 2013 in Review
49 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2013, worth a combined $147M — up 10% from $134M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FMO positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $5.39M. The largest seller was Advisors Asset Management, cutting an estimated $1.81M.
- 49 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2013, up from 45 in Q3 2013.
- Funds reported $147M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2013, up 10% quarter-over-quarter.
- 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2013 and 4 closed out, a net change of +5 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $5.39M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2013 was Advisors Asset Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2013.