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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

FMO was delisted on the 4th of March, 2022.

58 hedge funds and large institutions have $13.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $8.89M → $13.7M (+$4.79M)

6% less funds holding

Funds holding: 6258 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.33M +$2.35M +251,426 New
CA
2
Cornerstone Advisory
Maryland
$1.91M -$1.33M -142,704 -41%
PWS
3
Private Wealth Strategies
Ohio
$1.5M -$14.2K -1,516 -0.9%
Ameriprise
4
Ameriprise
Minnesota
$1.27M +$1.24M +132,756 +2,866%
Bank of America
5
Bank of America
North Carolina
$917K -$648K -69,347 -41%
Morgan Stanley
6
Morgan Stanley
New York
$798K -$110K -11,747 -12%
LCM
7
Landscape Capital Management
New Jersey
$766K
UCFA
8
United Capital Financial Advisors
Texas
$570K
KACA
9
Kayne Anderson Capital Advisors
California
$441K +$93.4K +10,000 +26%
AAM
10
Advisors Asset Management
Colorado
$392K -$216K -23,148 -35%
6M
11
6 Meridian
Kansas
$303K +$306K +32,760 New
SIA
12
Sit Investment Associates
Minnesota
$215K +$19.6K +2,100 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$193K +$35.2K +3,764 +22%
UBS Group
14
UBS Group
Switzerland
$192K -$110K -11,783 -36%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$191K +$95.6K +10,235 +99%
CRC
16
Curi RMB Capital
Illinois
$177K +$7.72K +826 +5%
BUB
17
BBVA USA Bancshares
Texas
$175K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$158K +$51.1K +5,465 +47%
1WA
19
180 Wealth Advisors
Washington
$145K +$26.1K +2,797 +20%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$129K +$131K +13,986 New
QPWM
21
Quadrant Private Wealth Management
Pennsylvania
$96K -$186K -19,864 -66%
ACH
22
ArrowMark Colorado Holdings
Colorado
$92K
DA
23
Doliver Advisors
Texas
$82K -$3.1K -332 -4%
RCA
24
Rowland Carmichael Advisors
Arizona
$56K -$41.1K -4,400 -42%
HCM
25
Hollencrest Capital Management
California
$50K

FMO Hedge Fund Activity: Q2 2020 in Review

58 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q2 2020, worth a combined $13.7M — up 54% from $8.89M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FMO and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 10 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.35M. The largest seller was Cornerstone Advisory, cutting an estimated $1.33M.

  • 58 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $13.7M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q2 2020, up 54% quarter-over-quarter.
  • 8 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q2 2020 and 12 closed out, a net change of -4 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $2.35M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q2 2020 was Cornerstone Advisory, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2020.