Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
52 hedge funds and large institutions have $83.8M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
6% more funds holding
Funds holding: 49 → 52 (+3)
4% more capital invested
Capital invested by funds: $80.7M → $83.8M (+$3.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.2M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.13M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.24M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$971K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.48M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$578K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$396K |
| 4 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
-$228K |
| 5 |
LPL Financial
San Diego,
California
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | – | – | – |
|
|
HNB
52
Huntington National Bank
Columbus,
Ohio
| $5K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $3K | -$531 | -8 | -14% |
|
|
NSIM
54
North Star Investment Management
Chicago,
Illinois
| $3K | – | – | – |
|
|
55
Cohen & Steers
New York
| – | -$1.48M | -21,084 | Closed |
|
|
DW
56
Domani Wealth
Lancaster,
Pennsylvania
| – | -$228K | -3,245 | Closed |
|
|
57
LPL Financial
San Diego,
California
| – | -$173K | -2,467 | Closed |
|
58
Creative Planning
Overland Park,
Kansas
| – | -$79K | -1,120 | Closed |
|
|
GI
59
Gradient Investments
Arden Hills,
Minnesota
| – | -$10K | -146 | Closed |
|
FMO Hedge Fund Activity: Q3 2017 in Review
52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2017, worth a combined $83.8M — up 3.9% from $80.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FMO positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $4.2M. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.48M sold.
- 52 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2017, up from 49 in Q2 2017.
- Funds reported $83.8M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2017, up 3.9% quarter-over-quarter.
- 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2017 and 5 closed out, a net change of +3 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2017 was Bank of America, an estimated $4.2M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2017 was Cohen & Steers, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2017.