Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
66 hedge funds and large institutions have $72M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 12 closing their positions.
10% less funds holding
Funds holding: 73 → 66 (-7)
19% less capital invested
Capital invested by funds: $89.3M → $72M (-$17.3M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$17.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$955K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$623K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.94M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.35M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.97M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$857K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KF
76
Krilogy Financial
St. Louis,
Missouri
| – | -$62K | -1,020 | Closed |
|
|
CFD
77
Creative Financial Designs
Kokomo,
Indiana
| – | -$31K | -505 | Closed |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$18K | -298 | Closed |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| – | -$9K | -150 | Closed |
|
|
RMAM
80
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$4K | -75 | Closed |
|
FMO Hedge Fund Activity: Q4 2018 in Review
66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q4 2018, worth a combined $72M — down 19% from $89.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FMO and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 19 added.
The largest buyer was Cornerstone Advisory, opening a new position worth an estimated $17.7M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $2.94M.
- 66 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q4 2018, down from 73 in Q3 2018.
- Funds reported $72M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q4 2018, down 19% quarter-over-quarter.
- 9 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q4 2018 and 12 closed out, a net change of -3 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q4 2018 was Cornerstone Advisory, an estimated $17.7M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $2.94M sold.
Based on aggregated 13F filings for Q4 2018.