Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
53 hedge funds and large institutions have $72.3M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 52 → 53 (+1)
12% less capital invested
Capital invested by funds: $81.7M → $72.3M (-$9.4M)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$915K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$520K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$230K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$217K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.53M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.03M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$775K |
| 4 |
Morgan Stanley
New York
|
-$766K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
51
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
|
RAM
52
Riggs Asset Management
Dallas,
Pennsylvania
| $4K | – | – | – |
|
|
TCOV
53
Trust Company of Vermont
Brattleboro,
Vermont
| $4K | +$3.79K | +50 | New |
|
|
NSIM
54
North Star Investment Management
Chicago,
Illinois
| $3K | – | – | – |
|
|
55
HighTower Advisors
Chicago,
Illinois
| – | -$2.03M | -25,781 | Closed |
|
|
RJT
56
Raymond James Trust
St. Petersburg,
Florida
| – | -$304K | -3,852 | Closed |
|
|
CCM
57
Coe Capital Management
Highland Park,
Illinois
| – | -$153K | -2,000 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -194 | Closed |
|
|
LWM
59
LBA Wealth Management
Jacksonville,
Florida
| – | -$8K | -103 | Closed |
|
|
IWMPD
60
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$4K | -55 | Closed |
|
|
JFA
61
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -28 | Closed |
|
|
S
62
SignatureFD
Atlanta,
Georgia
| – | -$2K | -28 | Closed |
|
FMO Hedge Fund Activity: Q4 2016 in Review
53 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2016, worth a combined $72.3M — down 12% from $81.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FMO positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $915K. The largest seller was UBS Group, cutting an estimated $2.53M.
- 53 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2016, up from 52 in Q3 2016.
- Funds reported $72.3M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2016, down 12% quarter-over-quarter.
- 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2016 and 8 closed out, a net change of +1 holder.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2016 was Ladenburg Thalmann Financial Services, an estimated $915K added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2016 was UBS Group, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2016.