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GLO

Clough Global Opportunities Fund
GLO

49 hedge funds and large institutions have $195M invested in Clough Global Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less capital invested

Capital invested by funds: $203M → $195M (-$8.59M)

1.78% less ownership

Funds ownership: 30.75% → 28.97% (-1.8%)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.23M
2
RCM
Robinson Capital Management
Michigan
+$1.92M
3
PPA
Parametric Portfolio Associates
Washington
+$1.45M
4
TC
TFS Capital
Pennsylvania
+$1.29M
5
Wells Fargo
Wells Fargo
California
+$905K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$10.1M
2
Lazard Asset Management
Lazard Asset Management
New York
-$9.89M
3
AAM
Advisors Asset Management
Colorado
-$2.05M
4
Invesco
Invesco
Georgia
-$589K
5
LW
Linscomb Wealth
Texas
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$528K -$61.6K -4,862 -11%
HB
27
Homrich & Berg
Georgia
$379K – – –
OC
28
Oppenheimer & Co
New York
$262K -$189K -14,878 -42%
DD
29
Dominick & Dominick
New York
$260K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$260K – – –
LPL Financial
31
LPL Financial
California
$240K -$12K -945 -5%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$236K +$27.9K +2,200 +14%
AIG
33
American International Group
New York
$213K -$1.27K -100 -0.6%
GFM
34
Gramercy Funds Management
Connecticut
$202K – – –
CA
35
Cornerstone Advisors
North Carolina
$186K +$181K +14,316 New
WS
36
Wedbush Securities
California
$179K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$159K +$10.1K +799 +7%
CWM
38
Concert Wealth Management
California
$153K +$190 +15 +0.1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$135K +$131K +10,371 New
AA
40
Ancora Advisors
Ohio
$133K – – –
M&T Bank
41
M&T Bank
New York
$112K -$25.1K -1,984 -19%
NFG
42
Next Financial Group
Texas
$59K +$60.2K +4,750 New
CCS
43
Crosspoint Capital Strategies
California
$54K +$10.6K +839 +25%
S
44
SignatureFD
Georgia
$30K – – –
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
MFS
46
MSI Financial Services
Massachusetts
$7K – – –
CFA
47
Carroll Financial Associates
North Carolina
$4K – – –
Citigroup
48
Citigroup
New York
$3K -$13 -1 -0.4%
WA
49
WFG Advisors
Texas
$3K – – –
LW
50
Linscomb Wealth
Texas
– -$245K -19,193 Closed
1
2
3

GLO Hedge Fund Activity: Q2 2014 in Review

49 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2014, worth a combined $195M — down 4.2% from $203M a quarter earlier.

Fund positioning in GLO was balanced in Q2 2014: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.23M. The largest seller was Oxbow Advisors, cutting an estimated $10.1M.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $195M of Clough Global Opportunities Fund stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q2 2014 and 5 closed out, a net change of 0 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2014 was Shaker Financial Services, an estimated $3.23M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2014 was Oxbow Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2014.