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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

FMO was delisted on the 4th of March, 2022.

59 hedge funds and large institutions have $80.8M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $69.9M → $80.8M (+$11M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

6% less funds holding

Funds holding: 6359 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$11K +$10.1K +160 New
GI
52
Gradient Investments
Minnesota
$10K
LWM
53
LBA Wealth Management
Florida
$7K
SWA
54
Sutton Wealth Advisors
Florida
$6.51K
WT
55
Whittier Trust
California
$5K
TRCT
56
Tower Research Capital (TRC)
New York
$5K +$4.87K +77 New
IWMPD
57
Integrated Wealth Management (Palm Desert)
California
$4K
RAM
58
Riggs Asset Management
Pennsylvania
$4K
NSIM
59
North Star Investment Management
Illinois
$3K
S
60
SignatureFD
Georgia
$1K +$886 +14 New
CA
61
Cornerstone Advisors
North Carolina
-$612K -11,160 Closed
LCM
62
Landscape Capital Management
New Jersey
-$325K -5,921 Closed
IFAM
63
Institutional & Family Asset Management
Colorado
-$336K -5,174 Closed
ADBIC
64
A.D. Beadell Investment Counsel
Wisconsin
-$244K -4,450 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$179K -3,269 Closed
RFC
66
Regions Financial Corp
Alabama
-$137K -2,496 Closed
RJFSA
67
Raymond James Financial Services Advisors
Florida
-$128K -2,332 Closed
TC
68
TFS Capital
Pennsylvania
-$122K -2,227 Closed
AIG
69
American International Group
New York
-$19K -347 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$16K -297 Closed
HR
71
Howe & Rusling
New York
-$12K -218 Closed
MFW
72
Mosaic Family Wealth
Missouri
-$7K -135 Closed

FMO Hedge Fund Activity: Q2 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2016, worth a combined $80.8M — up 16% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FMO and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.45M. The largest seller was Bank of America, cutting an estimated $5.83M.

  • 59 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2016, down from 63 in Q1 2016.
  • Funds reported $80.8M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2016, up 16% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2016 and 12 closed out, a net change of -4 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2016 was HighTower Advisors, an estimated $1.45M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2016 was Bank of America, an estimated $5.83M sold.

Based on aggregated 13F filings for Q2 2016.