Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
47 hedge funds and large institutions have $157M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
7% more capital invested
Capital invested by funds: $147M → $157M (+$10.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 49 → 47 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.26M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$944K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$484K |
| 5 |
LPL Financial
San Diego,
California
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.58M |
| 2 |
SG Americas Securities
New York
|
-$1.18M |
| 3 |
Morgan Stanley
New York
|
-$762K |
| 4 |
Jane Street
New York
|
-$349K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MDCM
51
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$103K | -806 | Closed |
|
52
Citigroup
New York
| – | -$27.5K | -216 | Closed |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| – | -$10K | -80 | Closed |
|
|
PAS
54
Partnervest Advisory Services
Santa Barbara,
California
| – | -$4K | -32 | Closed |
|
FMO Hedge Fund Activity: Q1 2014 in Review
47 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2014, worth a combined $157M — up 6.8% from $147M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FMO and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $2.26M. The largest seller was Advisors Asset Management, cutting an estimated $1.58M.
- 47 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2014, down from 49 in Q4 2013.
- Funds reported $157M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2014, up 6.8% quarter-over-quarter.
- 5 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2014 and 7 closed out, a net change of -2 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2014 was Bank of America, an estimated $2.26M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2014 was Advisors Asset Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2014.