FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Overview Fund Activity
Delisted

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

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65 hedge funds and large institutions have $76.4M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
22
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$26M
2
PFBT
2
Parkside Financial Bank & Trust
Missouri
$4.94M
3
QPWM
3
Quadrant Private Wealth Management
Pennsylvania
$1.9M
4
WAM
4
Wolverine Asset Management
Illinois
$1.28M
5
SIA
5
Sit Investment Associates
Minnesota
$2.83M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.63M
3
AAM
3
Advisors Asset Management
Colorado
$4.46M
4
Millennium Management
4
Millennium Management
New York
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
Optimum Investment Advisors
Illinois
$279K -$6.21K -140 -2%
RCA
27
Rowland Carmichael Advisors
Arizona
$267K +$8.87K +200 +3%
1WA
28
180 Wealth Advisors
Washington
$248K -$146K -3,510 -37%
HCM
29
Hollencrest Capital Management
California
$240K – – –
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$233K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$222K -$43.4K -983 -16%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$204K -$20.3K -458 -9%
IFAM
33
Institutional & Family Asset Management
Colorado
$182K +$52.6K +1,185 +41%
Ameriprise
34
Ameriprise
Minnesota
$170K +$170K +3,821 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$160K +$9.31K +210 +6%
BFIM
36
Beese Fulmer Investment Management
Ohio
$146K -$14.9K -336 -9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$138K -$6.77K -153 -5%
Stifel Financial
38
Stifel Financial
Missouri
$137K -$83.6K -1,880 -38%
RCA
39
Ranch Capital Advisors
Florida
$136K +$136K +3,077 New
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$130K +$34.5K +780 +36%
TC
41
Truvestments Capital
Florida
$112K – – –
BA
42
Bard Associates
Illinois
$106K -$8.83K -200 -8%
FNBOMD
43
First National Bank of Mount Dora
Florida
$106K – – –
SSB
44
Sandy Spring Bank
Maryland
$106K +$3.74K +84 +4%
WAM
45
Weiss Asset Management
Massachusetts
$105K +$105K +2,366 New
LPL Financial
46
LPL Financial
California
$102K +$979 +22 +1%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$99K – – –
SWP
48
Stratos Wealth Partners
Ohio
$91K +$89 +2 +0.1%
AG
49
Advisor Group
Arizona
$90K +$20.7K +465 +30%
AIC
50
Ameritas Investment Company
Nebraska
$50K +$50K +1,156 New
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