FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$3.83M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.63M
3
CA
3
Cornerstone Advisory
Maryland
$18.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$468K
5
AAM
5
Advisors Asset Management
Colorado
$7.31M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$3.99M
2
PFBT
2
Parkside Financial Bank & Trust
Missouri
$6.43M
3
QPWM
3
Quadrant Private Wealth Management
Pennsylvania
$2.37M
4
Bank of America
4
Bank of America
North Carolina
$8.63M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$82K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$468K +$322K +6,109 +222%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$389K -$248K -4,701 -39%
PPP
28
Private Portfolio Partners
New Jersey
$342K +$29.3K +555 +9%
OIA
29
Optimum Investment Advisors
Illinois
$340K -$18K -340 -5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$335K +$54.1K +1,027 +19%
HCM
31
Hollencrest Capital Management
California
$286K -$22.2K -420 -7%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$277K – – –
RCA
33
Rowland Carmichael Advisors
Arizona
$244K -$180K -3,400 -42%
Millennium Management
34
Millennium Management
New York
$221K +$221K +4,193 New
BFIM
35
Beese Fulmer Investment Management
Ohio
$196K -$25.4K -480 -11%
Ameriprise
36
Ameriprise
Minnesota
$151K +$25.4K +480 +20%
BA
37
Bard Associates
Illinois
$138K +$3.7K +70 +3%
TC
38
Truvestments Capital
Florida
$133K +$133K +2,527 New
FNBOMD
39
First National Bank of Mount Dora
Florida
$127K – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$122K -$159 -3 -0.1%
LPL Financial
41
LPL Financial
California
$119K +$899 +17 +0.8%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$118K – – –
SSB
43
Sandy Spring Bank
Maryland
$118K +$1.54K +29 +1%
BS
44
Boenning & Scattergood
Pennsylvania
$116K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$114K – – –
Creative Planning
46
Creative Planning
Kansas
$108K +$108K +2,050 New
QCIG
47
Quad-Cities Investment Group
Iowa
$92K +$13.1K +250 +17%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$82K -$345K -6,526 -81%
AG
49
Advisor Group
Arizona
$63K -$1.22K -23 -2%
IFAM
50
Institutional & Family Asset Management
Colorado
$47K +$3.89K +73 +9%
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