Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
67 hedge funds and large institutions have $77.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
5% more funds holding
Funds holding: 64 → 67 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $83.5M → $77.7M (-$5.76M)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$4.29M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$472K |
| 3 |
Millennium Management
New York
|
+$403K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$365K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$946K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$869K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$346K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| – | -$11K | -200 | Closed |
|
|
MPWT
77
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$8.03K | -152 | Closed |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -105 | Closed |
|
FMO Hedge Fund Activity: Q2 2019 in Review
67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2019, worth a combined $77.7M — down 6.9% from $83.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FMO positions and 9 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Cornerstone Advisory, adding an estimated $4.29M. The largest seller was Sit Investment Associates, cutting an estimated $1.5M.
- 67 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2019, up from 64 in Q1 2019.
- Funds reported $77.7M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2019, down 6.9% quarter-over-quarter.
- 12 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2019 and 9 closed out, a net change of +3 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2019 was Cornerstone Advisory, an estimated $4.29M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2019 was Sit Investment Associates, an estimated $1.5M sold.
Based on aggregated 13F filings for Q2 2019.