Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
54 hedge funds and large institutions have $164M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding
Funds holding: 54 → 54 (0)
9% less capital invested
Capital invested by funds: $181M → $164M (-$17.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.67M |
| 2 |
SG Americas Securities
New York
|
+$1.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$874K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$520K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Guild Investment Management
Los Angeles,
California
|
-$2.84M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.14M |
| 3 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$1.33M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.31M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
51
MSI Financial Services
Springfield,
Massachusetts
| $4K | -$6.25K | -47 | -59% |
|
|
CCA
52
Catalyst Capital Advisors
Huntington,
New York
| $2K | – | – | – |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
BIM
54
BlackRock Investment Management
Wilmington,
Delaware
| $2K | +$1.2K | +9 | +113% |
|
|
GIM
55
Guild Investment Management
Los Angeles,
California
| – | -$2.84M | -20,022 | Closed |
|
|
CA
56
Cornerstone Advisors
Asheville,
North Carolina
| – | -$1.31M | -9,252 | Closed |
|
|
CBU
57
CIBC Bank USA
Chicago,
Illinois
| – | -$211K | -1,490 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$144K | -1,012 | Closed |
|
59
Ameriprise
Minneapolis,
Minnesota
| – | -$52K | -366 | Closed |
|
|
RIA
60
Regal Investment Advisors
Kentwood,
Michigan
| – | -$10K | -67 | Closed |
|
FMO Hedge Fund Activity: Q4 2014 in Review
54 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2014, worth a combined $164M — down 9.4% from $181M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FMO positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Invesco, adding an estimated $1.67M. The largest seller was Guild Investment Management, exiting entirely with an estimated $2.84M sold.
- 54 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $164M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2014, down 9.4% quarter-over-quarter.
- 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2014 and 6 closed out, a net change of +3 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2014 was Invesco, an estimated $1.67M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2014 was Guild Investment Management, an estimated $2.84M sold.
Based on aggregated 13F filings for Q4 2014.