Fiduciary/Claymore Energy Infrastructure Fund
FMO was delisted on the 4th of March, 2022.
64 hedge funds and large institutions have $83.5M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.
16% more capital invested
Capital invested by funds: $72M → $83.5M (+$11.5M)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 66 → 64 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$2.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.05M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$801K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$317K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.41M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$338K |
| 4 |
Goldman Sachs
New York
|
-$258K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
FMO Hedge Fund Activity: Q1 2019 in Review
64 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q1 2019, worth a combined $83.5M — up 16% from $72M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FMO and 5 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 23 added.
The largest buyer was IMA Advisory Services, adding an estimated $2.83M. The largest seller was Sit Investment Associates, cutting an estimated $5.98M.
- 64 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q1 2019, down from 66 in Q4 2018.
- Funds reported $83.5M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q1 2019, up 16% quarter-over-quarter.
- 5 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q1 2019 and 7 closed out, a net change of -2 holders.
- The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q1 2019 was IMA Advisory Services, an estimated $2.83M added.
- The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q1 2019 was Sit Investment Associates, an estimated $5.98M sold.
Based on aggregated 13F filings for Q1 2019.