FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

50 hedge funds and large institutions have $86M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.7M 1,131,388 +142,126 +14%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.7M 743,803 +218,072 +41%
SIA
3
Sit Investment Associates
Minnesota
$7.81M 498,206 +141,830 +40%
AAM
4
Advisors Asset Management
Colorado
$6.98M 445,479 +84,255 +23%
PFBT
5
Parkside Financial Bank & Trust
Missouri
Morgan Stanley
6
Morgan Stanley
New York
$5.44M 347,142 +38,903 +13%
Invesco
7
Invesco
Georgia
$5.28M 336,652 -101,429 -23%
JWM
8
Jacobus Wealth Management
Wisconsin
$4.19M 267,574 +21,394 +9%
UBS Group
9
UBS Group
Switzerland
$3.33M 212,344 -1,801 -0.8%
RJA
10
Raymond James & Associates
Florida
$2.23M 142,486 +126,045 +767%
Cohen & Steers
11
Cohen & Steers
New York
$1.79M 114,001 +9,032 +9%
Wells Fargo
12
Wells Fargo
California
$1.72M 109,522 -37,020 -25%
UCFA
13
United Capital Financial Advisors
Texas
$1.56M 99,675 -8,414 -8%
OC
14
Oppenheimer & Co
New York
$1.51M 96,218 +6,458 +7%
IAS
15
IMA Advisory Services
Colorado
$993K 63,395 -7,515 -11%
DA
16
Doliver Advisors
Texas
$902K 57,543 +23,210 +68%
Stifel Financial
17
Stifel Financial
Missouri
$837K 53,530 +6,245 +13%
OIA
18
Optimum Investment Advisors
Illinois
$671K 42,810 -300 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$667K 42,533 +1,345 +3%
PAG
20
Private Advisor Group
New Jersey
$492K 31,612 -3,340 -10%
HCM
21
Hollencrest Capital Management
California
$457K 29,185
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$423K 27,015 -7,624 -22%
BFIM
23
Beese Fulmer Investment Management
Ohio
$421K 26,869
LPL Financial
24
LPL Financial
California
$386K 24,935 -3,341 -12%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$365K 23,307 +8,963 +62%