Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
50 hedge funds and large institutions have $137M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 48 → 50 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
13% less capital invested
Capital invested by funds: $158M → $137M (-$20.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.94M |
| 2 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
+$1.23M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$746K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$502K |
| 5 |
Morgan Stanley
New York
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$253K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$205K |
| 3 |
LPL Financial
San Diego,
California
|
-$138K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$122K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$93.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Creative Planning
Overland Park,
Kansas
| – | -$122K | -935 | Closed |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| – | -$69K | -537 | Closed |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| – | -$52K | -395 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -120 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$3K | -20 | Closed |
|
|
MAA
56
Managed Account Advisors
Jersey City,
New Jersey
| – | -$2K | -18 | Closed |
|
FMO Hedge Fund Activity: Q2 2015 in Review
50 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2015, worth a combined $137M — down 13% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FMO positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $1.94M. The largest seller was UBS Group, cutting an estimated $253K.
- 50 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2015, up from 48 in Q1 2015.
- Funds reported $137M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2015, down 13% quarter-over-quarter.
- 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2015 and 6 closed out, a net change of +4 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2015 was Bank of America, an estimated $1.94M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2015 was UBS Group, an estimated $253K sold.
Based on aggregated 13F filings for Q2 2015.