FMO

Fiduciary/Claymore Energy Infrastructure Fund
FMO

Overview Fund Activity
Delisted

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

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64 hedge funds and large institutions have $83.5M invested in Fiduciary/Claymore Energy Infrastructure Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$3.83M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.63M
3
CA
3
Cornerstone Advisory
Maryland
$18.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$468K
5
AAM
5
Advisors Asset Management
Colorado
$7.31M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$3.99M
2
PFBT
2
Parkside Financial Bank & Trust
Missouri
$6.43M
3
QPWM
3
Quadrant Private Wealth Management
Pennsylvania
$2.37M
4
Bank of America
4
Bank of America
North Carolina
$8.63M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$82K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$18.7M 1,769,569 +77,260 +5%
Bank of America
2
Bank of America
North Carolina
$8.63M 817,042 -135,929 -14%
AAM
3
Advisors Asset Management
Colorado
$7.31M 692,364 +22,243 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.55M 620,463 -10,856 -2%
PFBT
5
Parkside Financial Bank & Trust
Missouri
– – – –
SIA
6
Sit Investment Associates
Minnesota
$3.99M 377,684 -576,945 -60%
IAS
7
IMA Advisory Services
Colorado
$3.83M 362,849 +272,999 +304%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.14M 297,301 -7,129 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.63M 249,305 +197,298 +379%
QPWM
10
Quadrant Private Wealth Management
Pennsylvania
– – – –
CRC
11
Curi RMB Capital
Illinois
$2.28M 215,697 -1,456 -0.7%
UBS Group
12
UBS Group
Switzerland
$1.81M 171,189 -2,294 -1%
Cohen & Steers
13
Cohen & Steers
New York
$1.33M 125,852 -22,960 -15%
Invesco
14
Invesco
Georgia
$1.3M 122,643 +1,007 +0.8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.15M 108,758 -23,375 -18%
UCFA
16
United Capital Financial Advisors
Texas
$998K 94,533 +265 +0.3%
BUB
17
BBVA USA Bancshares
Texas
$996K 94,340 +2,937 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$932K 88,289 -3,966 -4%
PAG
19
Private Advisor Group
New Jersey
$888K 84,045 +1,530 +2%
RJA
20
Raymond James & Associates
Florida
$710K 67,210 +20,525 +44%
Wells Fargo
21
Wells Fargo
California
$578K 54,782 +17,184 +46%
OC
22
Oppenheimer & Co
New York
$541K 51,160 -7,435 -13%
ACH
23
ArrowMark Colorado Holdings
Colorado
$523K 49,488 – –
Stifel Financial
24
Stifel Financial
Missouri
$477K 45,429 -2,123 -4%
1WA
25
180 Wealth Advisors
Washington
$474K 45,363 +20,375 +82%
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