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GLO

Clough Global Opportunities Fund

53 hedge funds and large institutions have $220M invested in Clough Global Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $211M → $220M (+$8.37M)

0.75% more ownership

Funds ownership: 31.75%32.5% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 5553 (-2)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
18
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$642K -$255K -19,935 -29%
RJA
27
Raymond James & Associates
Florida
$583K -$203K -15,882 -26%
VAM
28
Visium Asset Management
New York
$525K +$6.75K +528 +1%
COLIM
29
City of London Investment Management
United Kingdom
$433K +$44.7K +3,500 +12%
OC
30
Oppenheimer & Co
New York
$426K +$76.9K +6,019 +23%
HB
31
Homrich & Berg
Georgia
$381K
HighTower Advisors
32
HighTower Advisors
Illinois
$261K
DD
33
Dominick & Dominick
New York
$261K +$128K +10,000 +100%
LPL Financial
34
LPL Financial
California
$242K -$4.71K -368 -2%
LW
35
Linscomb Wealth
Texas
$231K -$63.2K -4,944 -22%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$216K +$211K +16,542 New
GFM
37
Gramercy Funds Management
Connecticut
$203K
WS
38
Wedbush Securities
California
$180K -$74.1K -5,800 -30%
FAAS
39
First Allied Advisory Services
California
$170K -$16.3K -1,273 -9%
PAG
40
Private Advisor Group
New Jersey
$161K +$157K +12,308 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$149K -$21.7K -1,700 -13%
M&T Bank
42
M&T Bank
New York
$139K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$134K +$2.67K +209 +2%
AA
44
Ancora Advisors
Ohio
$133K -$19.2K -1,500 -13%
BRWA
45
B. Riley Wealth Advisors
Florida
$110K -$31.4K -2,457 -23%
CCS
46
Crosspoint Capital Strategies
California
$83K +$80.5K +6,300 New
AIG
47
American International Group
New York
$49.9K
Deutsche Bank
48
Deutsche Bank
Germany
$26K -$25.6K -2,000 -50%
MFS
49
MSI Financial Services
Massachusetts
$7K
TRCT
50
Tower Research Capital (TRC)
New York
$4K +$3.2K +250 +625%

GLO Hedge Fund Activity: Q4 2013 in Review

53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2013, worth a combined $220M — up 4% from $211M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Wells Fargo, adding an estimated $5.57M. The largest seller was Guggenheim Capital, cutting an estimated $2.38M.

  • 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2013, down from 55 in Q3 2013.
  • Funds reported $220M of Clough Global Opportunities Fund stock for Q4 2013, up 4% quarter-over-quarter.
  • 6 funds opened new Clough Global Opportunities Fund positions in Q4 2013 and 8 closed out, a net change of -2 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2013 was Wells Fargo, an estimated $5.57M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2013 was Guggenheim Capital, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2013.