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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

66 hedge funds and large institutions have $74.1M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 6566 (+1)

3% less capital invested

Capital invested by funds: $76.4M → $74.1M (-$2.23M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
15
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$41K -$37.6K -965 -48%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$40K -$3.31K -85 -8%
CTC
53
Central Trust Company
Missouri
$32K
AF
54
Advisornet Financial
Minnesota
$25K +$15.7K +403 +172%
GT
55
Glenmede Trust
Pennsylvania
$23K
IFAM
56
Institutional & Family Asset Management
Colorado
$15K -$145K -3,719 -91%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$13K
HI
58
Hudock Inc
Pennsylvania
$13K +$2.61K +67 +24%
BlackRock
59
BlackRock
New York
$7K
SPIA
60
Steward Partners Investment Advisory
New York
$5K
GI
61
Gradient Investments
Minnesota
$4K
TCM
62
Tradewinds Capital Management
Washington
$4K
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$3.89K +100 New
CT
64
Caldwell Trust
Florida
$3.95K +$3.89K +100 New
WT
65
Whittier Trust
California
$2K
ASN
66
Advisory Services Network
Georgia
$1K
OC
67
Oppenheimer & Co
New York
-$434K -9,780 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
-$138K -3,120 Closed
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
-$130K -2,940 Closed
WAM
70
Weiss Asset Management
Massachusetts
-$105K -2,366 Closed
SWP
71
Stratos Wealth Partners
Ohio
-$91K -2,047 Closed
AIC
72
Ameritas Investment Company
Nebraska
-$50K -1,156 Closed
QCIG
73
Quad-Cities Investment Group
Iowa
-$30K -658 Closed
SFS
74
Sowell Financial Services
Arkansas
-$19K -431 Closed
FHA
75
Flagship Harbor Advisors
Massachusetts
-$2K -50 Closed

FMO Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2019, worth a combined $74.1M — down 2.9% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMO positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $4.25M. The largest seller was Cornerstone Advisory, cutting an estimated $8.4M.

  • 66 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2019, up from 65 in Q3 2019.
  • Funds reported $74.1M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2019, down 2.9% quarter-over-quarter.
  • 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2019 and 9 closed out, a net change of +1 holder.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2019 was Wolverine Asset Management, an estimated $4.25M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2019 was Cornerstone Advisory, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2019.