FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

53 hedge funds and large institutions have $190M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
19
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M 3,523,903 +566,883 +19%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M 491,673 -2,312 -0.5%
JWM
3
Jacobus Wealth Management
Wisconsin
$11.8M 411,157 -4,280 -1%
U
4
UBS
Switzerland
$10.1M 350,551 +29,809 +9%
AAM
5
Advisors Asset Management
Colorado
$8.38M 291,631 -58,416 -17%
Wells Fargo
6
Wells Fargo
California
$5.94M 206,655 +4,541 +2%
GIM
7
Guild Investment Management
California
$4.85M 168,600 +1,400 +0.8%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$3.77M 131,108 -4,158 -3%
IAS
9
IMA Advisory Services
Colorado
$3.53M 122,590 +4,490 +4%
UCFA
10
United Capital Financial Advisors
Texas
$3.09M 107,500 -2,099 -2%
Stifel Financial
11
Stifel Financial
Missouri
$2.52M 87,581 -2,965 -3%
OIA
12
Optimum Investment Advisors
Illinois
$2.1M 73,170 +2,900 +4%
NAM
13
NTV Asset Management
West Virginia
$1.97M 68,623 +221 +0.3%
ADBIC
14
A.D. Beadell Investment Counsel
Wisconsin
$1.75M 60,946 +106 +0.2%
PWM
15
ParenteBeard Wealth Management
Pennsylvania
$1.47M 51,177 -11,300 -18%
Invesco
16
Invesco
Georgia
$1.39M 48,217 +22,657 +89%
LPL Financial
17
LPL Financial
California
$1.33M 46,271 -10,650 -19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.29M 44,802 +2,724 +6%
BFIM
19
Beese Fulmer Investment Management
Ohio
$1.21M 41,969 -2,800 -6%
WP
20
WMS Partners
Maryland
$1.2M 41,875 +1,340 +3%
RJA
21
Raymond James & Associates
Florida
$1.2M 41,864 +1,820 +5%
B
22
Baird
Wisconsin
$991K 34,445 +2,069 +6%
PAG
23
Private Advisor Group
New Jersey
$915K 31,829 +23,366 +276%
US Bancorp
24
US Bancorp
Minnesota
$784K 27,276
Deutsche Bank
25
Deutsche Bank
Germany
$553K 19,234 +19,234 New