Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
50 hedge funds and large institutions have $86M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
19% more capital invested
Capital invested by funds: $72.3M → $86M (+$13.8M)
6% less funds holding
Funds holding: 53 → 50 (-3)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.28M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.27M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.02M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$594K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$153K |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$149K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$135K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $1K | +$802 | +10 | New |
|
|
52
Ameriprise
Minneapolis,
Minnesota
| – | -$153K | -2,059 | Closed |
|
|
IECM
53
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$149K | -2,000 | Closed |
|
|
FNBT
54
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$79K | -1,061 | Closed |
|
|
IWA
55
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$27K | -357 | Closed |
|
|
IWM
56
IHT Wealth Management
Chicago,
Illinois
| – | -$16K | -212 | Closed |
|
|
SWA
57
Sutton Wealth Advisors
Tampa,
Florida
| – | -$7.03K | -94 | Closed |
|
|
WA
58
WFG Advisors
Dallas,
Texas
| – | -$6K | -82 | Closed |
|
|
TCOV
59
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -50 | Closed |
|
FMO Hedge Fund Activity: Q1 2017 in Review
50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2017, worth a combined $86M — up 19% from $72.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FMO and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $1.63M.
- 50 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2017, down from 53 in Q4 2016.
- Funds reported $86M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2017, up 19% quarter-over-quarter.
- 6 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2017 and 8 closed out, a net change of -2 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $3.5M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2017 was Invesco, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2017.