Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
48 hedge funds and large institutions have $158M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $164M → $158M (-$6.38M)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
11% less funds holding
Funds holding: 54 → 48 (-6)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$893K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$570K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$350K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$252K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.48M |
| 2 |
Morgan Stanley
New York
|
-$1.24M |
| 3 |
SG Americas Securities
New York
|
-$1.18M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$589K |
| 5 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$572K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
51
Virtu KCG Holdings
New York
| – | -$395K | -3,025 | Closed |
|
|
JPTCCM
52
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| – | -$253K | -1,940 | Closed |
|
|
SMC
53
Smith, Moore & Co
Clayton,
Missouri
| – | -$225K | -1,720 | Closed |
|
|
RC
54
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$176K | -1,349 | Closed |
|
55
BNP Paribas Financial Markets
Paris,
France
| – | -$121K | -927 | Closed |
|
|
NPC
56
National Planning Corporation
El Segundo,
California
| – | -$20.1K | -161 | Closed |
|
|
WA
57
WFG Advisors
Dallas,
Texas
| – | -$5K | -40 | Closed |
|
|
CCA
58
Catalyst Capital Advisors
Huntington,
New York
| – | -$2K | -19 | Closed |
|
|
BIM
59
BlackRock Investment Management
Wilmington,
Delaware
| – | -$2K | -17 | Closed |
|
FMO Hedge Fund Activity: Q1 2015 in Review
48 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2015, worth a combined $158M — down 3.9% from $164M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FMO and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.
The largest buyer was Invesco, adding an estimated $893K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $2.48M sold.
- 48 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2015, down from 54 in Q4 2014.
- Funds reported $158M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2015, down 3.9% quarter-over-quarter.
- 7 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2015 and 11 closed out, a net change of -4 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2015 was Invesco, an estimated $893K added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2015 was Advisors Asset Management, an estimated $2.48M sold.
Based on aggregated 13F filings for Q1 2015.