FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

48 hedge funds and large institutions have $157M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
15
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.8M 2,957,020 +88,597 +3%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M 493,985 -29,855 -6%
JWM
3
Jacobus Wealth Management
Wisconsin
$10.8M 415,437 +18,994 +5%
AAM
4
Advisors Asset Management
Colorado
$9.09M 350,047 -61,921 -15%
U
5
UBS
Switzerland
$8.33M 320,742 +47,397 +17%
Wells Fargo
6
Wells Fargo
California
$5.25M 202,114 +36,993 +22%
GIM
7
Guild Investment Management
California
$4.34M 167,200 -5,710 -3%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$3.55M 135,266 +135,266 New
IAS
9
IMA Advisory Services
Colorado
$3.07M 118,100 +5,740 +5%
UCFA
10
United Capital Financial Advisors
Texas
$2.85M 109,599 +52 +0%
Stifel Financial
11
Stifel Financial
Missouri
$2.35M 90,546 +90,546 New
OIA
12
Optimum Investment Advisors
Illinois
$1.83M 70,270 -2,700 -4%
NAM
13
NTV Asset Management
West Virginia
$1.78M 68,402 +1,322 +2%
PWM
14
ParenteBeard Wealth Management
Pennsylvania
$1.62M 62,477
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$1.58M 60,840
LPL Financial
16
LPL Financial
California
$1.48M 56,921 +9,940 +21%
BFIM
17
Beese Fulmer Investment Management
Ohio
$1.16M 44,769 -500 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.09M 42,078 +2,881 +7%
WP
19
WMS Partners
Maryland
$1.05M 40,535 +1,005 +3%
RJA
20
Raymond James & Associates
Florida
$1.04M 40,044 +2,780 +7%
OC
21
Oppenheimer & Co
New York
$858K 33,024 -105 -0.3%
B
22
Baird
Wisconsin
$841K 32,376 -2,023 -6%
US Bancorp
23
US Bancorp
Minnesota
$709K 27,276
Invesco
24
Invesco
Georgia
$664K 25,560 -9,901 -28%
BA
25
Bard Associates
Illinois
$428K 16,474