We are live on ! Find out more
FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

45 hedge funds and large institutions have $11.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $13.7M → $11.7M (-$1.94M)

22% less funds holding

Funds holding: 5845 (-13)

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
45
Holders Change
-13
Holders Change %
-22.41%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
11
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.83M +$1.19M +141,605 +56%
CA
2
Cornerstone Advisory
Maryland
$1.23M -$302K -35,780 -17%
PWS
3
Private Wealth Strategies
Ohio
$1.02M -$173K -20,493 -13%
Ameriprise
4
Ameriprise
Minnesota
$1.02M +$31.6K +3,746 +3%
Bank of America
5
Bank of America
North Carolina
$645K -$80.2K -9,506 -10%
Morgan Stanley
6
Morgan Stanley
New York
$607K -$15.6K -1,855 -2%
LCM
7
Landscape Capital Management
New Jersey
$596K -$8 -1 -0%
CRC
8
Curi RMB Capital
Illinois
$591K +$532K +63,033 +330%
WAM
9
Wolverine Asset Management
Illinois
$473K +$516K +61,180 +1,354%
KACA
10
Kayne Anderson Capital Advisors
California
$344K
6M
11
6 Meridian
Kansas
$308K +$84.7K +10,035 +31%
CCP
12
Clough Capital Partners
Massachusetts
$279K +$327K +38,800 New
AC
13
Aristides Capital
Kentucky
$267K +$313K +37,083 New
OFG
14
OTA Financial Group
New York
$239K +$281K +33,309 New
1WA
15
180 Wealth Advisors
Washington
$190K +$66.8K +7,919 +47%
SIA
16
Sit Investment Associates
Minnesota
$187K +$22.8K +2,699 +12%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$175K +$86.9K +10,307 +74%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$154K +$6.55K +776 +4%
UBS Group
19
UBS Group
Switzerland
$131K -$21.1K -2,498 -12%
AAM
20
Advisors Asset Management
Colorado
$101K -$238K -28,259 -67%
UCFA
21
United Capital Financial Advisors
Texas
$91K +$2.34K +277 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$67K -$97K -11,501 -55%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$63K -$70.1K -8,304 -49%
OIA
24
Optimum Investment Advisors
Illinois
$40K +$13.8K +1,640 +42%
FFA
25
Founders Financial Alliance
North Carolina
$28K +$33.5K +3,977 New

FMO Hedge Fund Activity: Q3 2020 in Review

45 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) for Q3 2020, worth a combined $11.7M — down 14% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMO and 10 opened new positions — a net loss of 13 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.19M. The largest seller was Cornerstone Advisory, cutting an estimated $302K.

  • 45 institutional investors held Fiduciary/Claymore Energy Infrastructure Fund (FMO) as of Q3 2020, down from 58 in Q2 2020.
  • Funds reported $11.7M of Fiduciary/Claymore Energy Infrastructure Fund stock for Q3 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Fiduciary/Claymore Energy Infrastructure Fund positions in Q3 2020 and 23 closed out, a net change of -13 holders.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund buyer in Q3 2020 was Rivernorth Capital Management, an estimated $1.19M added.
  • The largest Fiduciary/Claymore Energy Infrastructure Fund seller in Q3 2020 was Cornerstone Advisory, an estimated $302K sold.

Based on aggregated 13F filings for Q3 2020.