We are live on ! Find out more
GLO

Clough Global Opportunities Fund
GLO

53 hedge funds and large institutions have $183M invested in Clough Global Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more funds holding

Funds holding: 49 → 53 (+4)

0.65% more ownership

Funds ownership: 28.97% → 29.62% (+0.65%)

6% less capital invested

Capital invested by funds: $195M → $183M (-$11.9M)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
20
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.98M
2
Wells Fargo
Wells Fargo
California
+$1.15M
3
VKH
Virtu KCG Holdings
New York
+$1.13M
4
RCM
Robinson Capital Management
Michigan
+$972K
5
DA
Doliver Advisors
Texas
+$917K

Top Sellers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
-$1.76M
2
OA
Oxbow Advisors
Texas
-$1.3M
3
SCM
Saba Capital Management
New York
-$1.07M
4
AAM
Advisors Asset Management
Colorado
-$742K
5
Invesco
Invesco
Georgia
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$455K -$31.8K -2,526 -6%
HB
27
Homrich & Berg
Georgia
$348K – – –
CA
28
Cornerstone Advisors
North Carolina
$294K +$130K +10,300 +72%
DD
29
Dominick & Dominick
New York
$239K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$239K +$441 +35 +0.2%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$229K +$12.6K +1,000 +6%
AIG
32
American International Group
New York
$210K +$15.1K +1,200 +7%
OC
33
Oppenheimer & Co
New York
$210K -$32.1K -2,550 -13%
LPL Financial
34
LPL Financial
California
$187K -$35K -2,776 -15%
GFM
35
Gramercy Funds Management
Connecticut
$185K – – –
PAG
36
Private Advisor Group
New Jersey
$168K +$178K +14,113 New
WS
37
Wedbush Securities
California
$164K – – –
LW
38
Linscomb Wealth
Texas
$161K +$170K +13,520 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$139K +$16.4K +1,299 +13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$136K -$10.1K -800 -7%
Goldman Sachs
41
Goldman Sachs
New York
$128K +$135K +10,710 New
AA
42
Ancora Advisors
Ohio
$122K – – –
CCS
43
Crosspoint Capital Strategies
California
$51K – – –
WAM
44
Wolverine Asset Management
Illinois
$41K +$43.4K +3,441 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$30K +$31.5K +2,500 New
S
46
SignatureFD
Georgia
$27K – – –
Ameriprise
47
Ameriprise
Minnesota
$16K +$17.2K +1,364 New
FANJ
48
Financial Architects (New Jersey)
New Jersey
$15K +$15.4K +1,220 New
Deutsche Bank
49
Deutsche Bank
Germany
$15K +$16.4K +1,300 New
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
$12K -$12.6K -1,000 -50%
1
2
3

GLO Hedge Fund Activity: Q3 2014 in Review

53 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2014, worth a combined $183M — down 6.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $2.98M. The largest seller was Bulldog Investors, exiting entirely with an estimated $1.76M sold.

  • 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2014, up from 49 in Q2 2014.
  • Funds reported $183M of Clough Global Opportunities Fund stock for Q3 2014, down 6.1% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q3 2014 and 7 closed out, a net change of +4 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2014 was Bank of America, an estimated $2.98M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2014 was Bulldog Investors, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2014.