FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

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

49 hedge funds and large institutions have $80.7M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
15
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
$15.6M 1,112,036 -19,352 -2%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.1M 788,329 +44,526 +6%
SIA
3
Sit Investment Associates
Minnesota
$9.18M 654,250 +156,044 +31%
PFBT
4
Parkside Financial Bank & Trust
Missouri
AAM
5
Advisors Asset Management
Colorado
$6.1M 434,444 -11,035 -2%
Morgan Stanley
6
Morgan Stanley
New York
$4.99M 355,499 +8,357 +2%
JWM
7
Jacobus Wealth Management
Wisconsin
$3.91M 278,981 +11,407 +4%
Invesco
8
Invesco
Georgia
$3.54M 252,379 -84,273 -25%
UBS Group
9
UBS Group
Switzerland
$3.09M 220,087 +7,743 +4%
RJA
10
Raymond James & Associates
Florida
$1.66M 118,137 -24,349 -17%
Cohen & Steers
11
Cohen & Steers
New York
$1.48M 105,420 -8,581 -8%
UCFA
12
United Capital Financial Advisors
Texas
$1.43M 101,675 +2,000 +2%
OC
13
Oppenheimer & Co
New York
$1.35M 96,299 +81 +0.1%
Wells Fargo
14
Wells Fargo
California
$1.28M 91,379 -18,143 -17%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.1M 78,500 +78,500 New
BUB
16
BBVA USA Bancshares
Texas
$1.06M 75,692 +75,692 New
DA
17
Doliver Advisors
Texas
$961K 68,497 +10,954 +19%
IAS
18
IMA Advisory Services
Colorado
$868K 61,880 -1,515 -2%
Stifel Financial
19
Stifel Financial
Missouri
$638K 45,560 -7,970 -15%
OIA
20
Optimum Investment Advisors
Illinois
$584K 41,610 -1,200 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$553K 39,427 -3,106 -7%
HCM
22
Hollencrest Capital Management
California
$409K 29,185
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$379K 27,015
BFIM
24
Beese Fulmer Investment Management
Ohio
$377K 26,869
Millennium Management
25
Millennium Management
New York
$273K 19,470 +19,470 New