Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
54 hedge funds and large institutions have $181M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
2% more funds holding
Funds holding: 53 → 54 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $190M → $181M (-$9.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.4M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.3M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$905K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$651K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.26M |
| 3 |
GIM
Guild Investment Management
Los Angeles,
California
|
-$1.92M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$443K |
| 5 |
Morgan Stanley
New York
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
GSC
52
Ground Swell Capital
Folly Beach,
South Carolina
| $3K | +$1.12K | +8 | +47% |
|
|
CCA
53
Catalyst Capital Advisors
Huntington,
New York
| $3K | +$2.66K | +19 | New |
|
|
BIM
54
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
TIM
55
Tortoise Investment Management
White Plains,
New York
| – | -$16K | -108 | Closed |
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$9K | -60 | Closed |
|
57
Citigroup
New York
| – | -$8.12K | -58 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -43 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$4K | -29 | Closed |
|
FMO Hedge Fund Activity: Q3 2014 in Review
54 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2014, worth a combined $181M — down 4.8% from $190M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FMO positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Invesco, adding an estimated $2.4M. The largest seller was Bank of America, cutting an estimated $7M.
- 54 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2014, up from 53 in Q2 2014.
- Funds reported $181M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2014, down 4.8% quarter-over-quarter.
- 6 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2014 and 5 closed out, a net change of +1 holder.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2014 was Invesco, an estimated $2.4M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2014 was Bank of America, an estimated $7M sold.
Based on aggregated 13F filings for Q3 2014.