We are live on ! Find out more
FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

73 hedge funds and large institutions have $89.3M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

14% more funds holding

Funds holding: 6473 (+9)

3% more capital invested

Capital invested by funds: $86.4M → $89.3M (+$2.91M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$66.1K +1,081 New
KF
52
Krilogy Financial
Missouri
$62K +$62.3K +1,020 New
AG
53
Advisor Group
Arizona
$55K -$9.84K -161 -15%
SSB
54
Sandy Spring Bank
Maryland
$50K +$8.55K +140 +21%
CTC
55
Central Trust Company
Missouri
$49K
RCM
56
Robinson Capital Management
Michigan
$49K +$48.9K +800 New
CHP
57
Cable Hill Partners
Oregon
$43K
CFD
58
Creative Financial Designs
Indiana
$31K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$22K
US Bancorp
60
US Bancorp
Minnesota
$21K +$6.23K +102 +43%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$18K +$18.2K +298 New
APA
62
American Portfolios Advisors
New York
$14.5K +$14.5K +238 New
AF
63
Advisornet Financial
Minnesota
$13K +$306 +5 +3%
BlackRock
64
BlackRock
New York
$10K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$9K
SPIA
66
Steward Partners Investment Advisory
New York
$9K +$9.17K +150 New
FGAM
67
Financial Gravity Asset Management
Texas
$8K +$9.17K +150 New
HI
68
Hudock Inc
Pennsylvania
$6K -$7.21K -118 -52%
VIA
69
Vantage Investment Advisors
Pennsylvania
$4K
RMAM
70
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.58K +75 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$3K
NSIM
72
North Star Investment Management
Illinois
$3K
WT
73
Whittier Trust
California
$3K
ASN
74
Advisory Services Network
Georgia
$2K
CAL
75
Capital Analysts LLC
Pennsylvania
$2K +$61 +1 +4%

FMO Hedge Fund Activity: Q3 2018 in Review

73 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2018, worth a combined $89.3M — up 3.4% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FMO positions and 5 closed out — a net gain of 9 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.28M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.35M.

  • 73 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $89.3M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 14 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2018 and 5 closed out, a net change of +9 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2018 was Advisors Asset Management, an estimated $1.28M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2018.