Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
53 hedge funds and large institutions have $190M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
21% more capital invested
Capital invested by funds: $157M → $190M (+$32.9M)
13% more funds holding
Funds holding: 47 → 53 (+6)
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
|
+$15.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$811K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$636K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$616K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.59M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$858K |
| 3 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$307K |
| 4 |
LPL Financial
San Diego,
California
|
-$290K |
| 5 |
WRM
Westport Resources Management
Westport,
Connecticut
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | +$2.45K | +18 | New |
|
|
GSC
52
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$2.31K | +17 | New |
|
|
BIM
53
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
OC
54
Oppenheimer & Co
New York
| – | -$858K | -6,605 | Closed |
|
|
WRM
55
Westport Resources Management
Westport,
Connecticut
| – | -$263K | -2,022 | Closed |
|
FMO Hedge Fund Activity: Q2 2014 in Review
53 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2014, worth a combined $190M — up 21% from $157M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FMO positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Advisors Asset Management, cutting an estimated $1.59M.
- 53 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2014, up from 47 in Q1 2014.
- Funds reported $190M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2014, up 21% quarter-over-quarter.
- 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2014 and 2 closed out, a net change of +6 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2014 was Bank of America, an estimated $15.4M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2014 was Advisors Asset Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q2 2014.