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GLO

Clough Global Opportunities Fund
GLO

49 hedge funds and large institutions have $203M invested in Clough Global Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.75% less ownership

Funds ownership: 32.5% → 30.75% (-1.8%)

7% less capital invested

Capital invested by funds: $220M → $203M (-$16.4M)

8% less funds holding

Funds holding: 53 → 49 (-4)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
12
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.15M
2
Wells Fargo
Wells Fargo
California
+$2M
3
Cohen & Steers
Cohen & Steers
New York
+$716K
4
OA
Oxbow Advisors
Texas
+$399K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$245K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$4.49M
2
Invesco
Invesco
Georgia
-$2.19M
3
AAM
Advisors Asset Management
Colorado
-$1.7M
4
GC
Guggenheim Capital
Illinois
-$1.32M
5
SFS
Shaker Financial Services
Virginia
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
26
Homrich & Berg
Georgia
$372K – – –
DD
27
Dominick & Dominick
New York
$255K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$255K – – –
LPL Financial
29
LPL Financial
California
$248K +$11.9K +923 +5%
LW
30
Linscomb Wealth
Texas
$245K +$19.1K +1,483 +8%
AIG
31
American International Group
New York
$211K +$164K +12,700 +333%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$204K -$7.31K -567 -3%
GFM
33
Gramercy Funds Management
Connecticut
$198K – – –
WS
34
Wedbush Securities
California
$175K – – –
PAG
35
Private Advisor Group
New Jersey
$157K – – –
CWM
36
Concert Wealth Management
California
$156K +$157K +12,147 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$145K – – –
M&T Bank
38
M&T Bank
New York
$135K – – –
AA
39
Ancora Advisors
Ohio
$130K – – –
CCS
40
Crosspoint Capital Strategies
California
$43K -$37.4K -2,900 -46%
S
41
SignatureFD
Georgia
$29K +$29.6K +2,300 New
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$25K +$25.8K +2,000 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19.3K +1,500 New
MFS
44
MSI Financial Services
Massachusetts
$6K – – –
Creative Planning
45
Creative Planning
Kansas
$5K +$4.97K +386 New
Citigroup
46
Citigroup
New York
$3K -$129 -10 -4%
CFA
47
Carroll Financial Associates
North Carolina
$3K – – –
WA
48
WFG Advisors
Texas
$3K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$1K -$2.75K -213 -73%
IMS
50
Index Management Solutions
Pennsylvania
– -$736K -56,305 Closed
1
2
3

GLO Hedge Fund Activity: Q1 2014 in Review

49 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2014, worth a combined $203M — down 7.5% from $220M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.15M. The largest seller was Lazard Asset Management, cutting an estimated $4.49M.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2014, down from 53 in Q4 2013.
  • Funds reported $203M of Clough Global Opportunities Fund stock for Q1 2014, down 7.5% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q1 2014 and 8 closed out, a net change of -3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2014 was Raymond James & Associates, an estimated $4.15M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2014 was Lazard Asset Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2014.