FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

49 hedge funds and large institutions have $147M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
21
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$73M 2,868,423 +218,172 +8%
Morgan Stanley
2
Morgan Stanley
New York
$13.3M 523,840 +12,206 +2%
AAM
3
Advisors Asset Management
Colorado
$10.5M 411,968 -73,157 -15%
JWM
4
Jacobus Wealth Management
Wisconsin
$10.1M 396,443 +12,200 +3%
U
5
UBS
Switzerland
$6.96M 273,345 +69,552 +34%
GIM
6
Guild Investment Management
California
$4.4M 172,910 +47,420 +38%
Wells Fargo
7
Wells Fargo
California
$4.2M 165,121 +30,565 +23%
IAS
8
IMA Advisory Services
Colorado
$2.86M 112,360 +59,110 +111%
UCFA
9
United Capital Financial Advisors
Texas
$2.79M 109,547 -2,299 -2%
OIA
10
Optimum Investment Advisors
Illinois
$1.86M 72,970 +1,460 +2%
NAM
11
NTV Asset Management
West Virginia
$1.71M 67,080 +4,022 +6%
PWM
12
ParenteBeard Wealth Management
Pennsylvania
$1.59M 62,477 -8,000 -11%
ADBIC
13
A.D. Beadell Investment Counsel
Wisconsin
$1.55M 60,840 +105 +0.2%
LPL Financial
14
LPL Financial
California
$1.2M 46,981 +998 +2%
SG Americas Securities
15
SG Americas Securities
New York
$1.18M 46,457 +46,457 New
BFIM
16
Beese Fulmer Investment Management
Ohio
$1.15M 45,269 -1,250 -3%
WP
17
WMS Partners
Maryland
$1.01M 39,530 +14,800 +60%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$998K 39,197 +2,533 +7%
RJA
19
Raymond James & Associates
Florida
$949K 37,264 +1,873 +5%
Invesco
20
Invesco
Georgia
$903K 35,461 -11,102 -24%
B
21
Baird
Wisconsin
$876K 34,399 -2,564 -7%
OC
22
Oppenheimer & Co
New York
$843K 33,129 -991 -3%
US Bancorp
23
US Bancorp
Minnesota
$694K 27,276
BA
24
Bard Associates
Illinois
$419K 16,474 -500 -3%
FNBT
25
FineMark National Bank & Trust
Florida
$414K 16,245 +3,085 +23%