Fiduciary/Claymore Energy Infrastructure Fund
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.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
14% more funds holding
Funds holding: 64 → 73 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.28M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$514K |
| 3 |
Morgan Stanley
New York
|
+$294K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$234K |
| 5 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.35M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.28M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$933K |
| 4 |
RCA
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
-$562K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
76
Wolverine Asset Management
Chicago,
Illinois
| – | -$933K | -15,976 | Closed |
|
|
FMWA
77
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| – | -$190K | -3,248 | Closed |
|
78
Millennium Management
New York
| – | -$129K | -2,218 | Closed |
|
|
GT
79
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$35K | -600 | Closed |
|
|
GAM
80
Gemmer Asset Management
Walnut Creek,
California
| – | -$15K | -260 | Closed |
|
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.