FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Overview Fund Activity
Delisted

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

Back to rankings

67 hedge funds and large institutions have $77.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
17
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$21.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.86M
3
Millennium Management
3
Millennium Management
New York
$583K
4
DA
4
Doliver Advisors
Texas
$344K
5
WAM
5
Wolverine Asset Management
Illinois
$245K

Top Sellers

1
PFBT
1
Parkside Financial Bank & Trust
Missouri
$6.12M
2
QPWM
2
Quadrant Private Wealth Management
Pennsylvania
$2.06M
3
SIA
3
Sit Investment Associates
Minnesota
$2.23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$158K
5
AAM
5
Advisors Asset Management
Colorado
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$344K +$344K +7,122 New
PPP
27
Private Portfolio Partners
New Jersey
$322K +$8.99K +186 +3%
OIA
28
Optimum Investment Advisors
Illinois
$311K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$290K -$16.8K -348 -5%
RCA
30
Rowland Carmichael Advisors
Arizona
$281K +$57.9K +1,200 +26%
HCM
31
Hollencrest Capital Management
California
$262K – – –
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$254K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$245K -$112K -2,307 -31%
WAM
34
Wolverine Asset Management
Illinois
$245K +$245K +5,088 New
Stifel Financial
35
Stifel Financial
Missouri
$240K -$200K -4,126 -45%
BFIM
36
Beese Fulmer Investment Management
Ohio
$176K -$3.73K -77 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$164K +$53K +1,098 +48%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$158K -$892K -18,479 -85%
IFAM
39
Institutional & Family Asset Management
Colorado
$141K +$98.4K +2,033 +231%
BA
40
Bard Associates
Illinois
$126K -$485 -10 -0.4%
TC
41
Truvestments Capital
Florida
$122K – – –
TSS
42
Two Sigma Securities
New York
$119K +$119K +2,465 New
FNBOMD
43
First National Bank of Mount Dora
Florida
$116K – – –
SSB
44
Sandy Spring Bank
Maryland
$111K +$3.48K +72 +3%
LPL Financial
45
LPL Financial
California
$110K +$921 +19 +0.8%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$108K – – –
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$104K +$104K +2,160 New
SWP
48
Stratos Wealth Partners
Ohio
$99K +$99K +2,045 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$95K -$9.72K -200 -9%
AG
50
Advisor Group
Arizona
$75K +$17.8K +369 +31%
1
2
3 4