FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

49 hedge funds and large institutions have $158M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
14
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$85.3M 3,270,297 -23,082 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M 435,759 -50,748 -10%
JWM
3
Jacobus Wealth Management
Wisconsin
$11.2M 430,824 +14,276 +3%
UBS Group
4
UBS Group
Switzerland
$8.29M 317,773 -2,843 -0.9%
Wells Fargo
5
Wells Fargo
California
$7.05M 270,246 +23,267 +9%
Invesco
6
Invesco
Georgia
$6.08M 233,046 +36,478 +19%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$3.28M 125,660 -4,785 -4%
UCFA
8
United Capital Financial Advisors
Texas
$2.86M 110,804 +24 +0%
IAS
9
IMA Advisory Services
Colorado
$2.81M 107,757 -23,355 -18%
Stifel Financial
10
Stifel Financial
Missouri
$2.61M 100,035 +7,621 +8%
OIA
11
Optimum Investment Advisors
Illinois
$1.89M 72,350 -500 -0.7%
NAM
12
NTV Asset Management
West Virginia
$1.79M 68,688 +24 +0%
ADBIC
13
A.D. Beadell Investment Counsel
Wisconsin
$1.6M 61,166
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.15M 44,171 -2,198 -5%
LPL Financial
15
LPL Financial
California
$1.15M 44,767 +1,391 +3%
BFIM
16
Beese Fulmer Investment Management
Ohio
$1.07M 41,169
WP
17
WMS Partners
Maryland
$1.03M 39,355 -1,830 -4%
B
18
Baird
Wisconsin
$888K 34,031 -248 -0.7%
OC
19
Oppenheimer & Co
New York
$843K 32,319
PAG
20
Private Advisor Group
New Jersey
$790K 30,270 +1,300 +4%
US Bancorp
21
US Bancorp
Minnesota
$712K 27,276
Deutsche Bank
22
Deutsche Bank
Germany
$608K 23,330 +621 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$556K 21,308 +10,307 +94%
RJA
24
Raymond James & Associates
Florida
$528K 20,226 -24,032 -54%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$485K 18,600 -291 -2%