FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

55 hedge funds and large institutions have $164M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
17
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$86M 3,293,379 +19,556 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 486,507 +4,382 +0.9%
JWM
3
Jacobus Wealth Management
Wisconsin
$10.9M 416,548 +2,656 +0.6%
UBS Group
4
UBS Group
Switzerland
$8.38M 320,616 +320,616 New
Wells Fargo
5
Wells Fargo
California
$6.45M 246,979 +32,854 +15%
Invesco
6
Invesco
Georgia
$5.13M 196,568 +62,765 +47%
IAS
7
IMA Advisory Services
Colorado
$3.43M 131,112 +1,312 +1%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$3.41M 130,445 -221 -0.2%
UCFA
9
United Capital Financial Advisors
Texas
$2.89M 110,780 +3,234 +3%
AAM
10
Advisors Asset Management
Colorado
$2.48M 94,742 -80,541 -46%
Stifel Financial
11
Stifel Financial
Missouri
$2.41M 92,414 +4,315 +5%
OIA
12
Optimum Investment Advisors
Illinois
$1.9M 72,850 -300 -0.4%
NAM
13
NTV Asset Management
West Virginia
$1.79M 68,664 +22 +0%
ADBIC
14
A.D. Beadell Investment Counsel
Wisconsin
$1.6M 61,166 +102 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.21M 46,369 +2,956 +7%
SG Americas Securities
16
SG Americas Securities
New York
$1.18M 45,207 +45,207 New
RJA
17
Raymond James & Associates
Florida
$1.16M 44,258 +53 +0.1%
LPL Financial
18
LPL Financial
California
$1.13M 43,376 -1,742 -4%
WP
19
WMS Partners
Maryland
$1.08M 41,185 -690 -2%
BFIM
20
Beese Fulmer Investment Management
Ohio
$1.08M 41,169 -500 -1%
B
21
Baird
Wisconsin
$895K 34,279 -501 -1%
OC
22
Oppenheimer & Co
New York
$844K 32,319
PAG
23
Private Advisor Group
New Jersey
$757K 28,970 -2,004 -6%
US Bancorp
24
US Bancorp
Minnesota
$712K 27,276
Deutsche Bank
25
Deutsche Bank
Germany
$593K 22,709 +2,829 +14%