FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

55 hedge funds and large institutions have $104M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
9
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.3M 3,344,963 -3,582 -0.1%
JWM
2
Jacobus Wealth Management
Wisconsin
$7.07M 452,148 +23,122 +5%
Morgan Stanley
3
Morgan Stanley
New York
$6.62M 423,539 -27,046 -6%
Wells Fargo
4
Wells Fargo
California
$5.24M 335,073 +58,691 +21%
UBS Group
5
UBS Group
Switzerland
$4.72M 301,887 -5,724 -2%
Invesco
6
Invesco
Georgia
$4.71M 301,249 +38,180 +15%
PFBT
7
Parkside Financial Bank & Trust
Missouri
SIA
8
Sit Investment Associates
Minnesota
$2.42M 154,530 +154,530 New
UCFA
9
United Capital Financial Advisors
Texas
$1.71M 109,352 +2,309 +2%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.69M 107,941 -9,453 -8%
IAS
11
IMA Advisory Services
Colorado
$1.66M 107,847 -2,720 -2%
Stifel Financial
12
Stifel Financial
Missouri
$1.57M 100,079 -3,938 -4%
OIA
13
Optimum Investment Advisors
Illinois
$1.11M 70,745 +70,745 New
NAM
14
NTV Asset Management
West Virginia
$1.06M 67,745 -967 -1%
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$958K 61,288
DW
16
Domani Wealth
Pennsylvania
$796K 50,877
LPL Financial
17
LPL Financial
California
$630K 37,508 -1,698 -4%
BFIM
18
Beese Fulmer Investment Management
Ohio
$625K 39,969
OC
19
Oppenheimer & Co
New York
$534K 34,156 +1,837 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$514K 32,835 -11,395 -26%
WP
21
WMS Partners
Maryland
$482K 30,790 -7,925 -20%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$451K 28,823 -5,378 -16%
Deutsche Bank
23
Deutsche Bank
Germany
$395K 25,264 +2,392 +10%
PAG
24
Private Advisor Group
New Jersey
$343K 21,926 -7,844 -26%
RJA
25
Raymond James & Associates
Florida
$326K 20,874 -1,005 -5%