Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
54 hedge funds and large institutions have $104M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
8% more funds holding
Funds holding: 50 → 54 (+4)
24% less capital invested
Capital invested by funds: $137M → $104M (-$33.5M)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.16M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$755K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$457K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$535K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$515K |
| 3 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
-$306K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$267K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$225K |
FMO Hedge Fund Activity: Q3 2015 in Review
54 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2015, worth a combined $104M — down 24% from $137M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FMO positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.06M. The largest seller was Morgan Stanley, cutting an estimated $535K.
- 54 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2015, up from 50 in Q2 2015.
- Funds reported $104M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2015, down 24% quarter-over-quarter.
- 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2015 and 6 closed out, a net change of +4 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2015 was Sit Investment Associates, an estimated $3.06M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2015 was Morgan Stanley, an estimated $535K sold.
Based on aggregated 13F filings for Q3 2015.