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GLO

Clough Global Opportunities Fund

52 hedge funds and large institutions have $240M invested in Clough Global Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $183M → $240M (+$56.8M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6.51% more ownership

Funds ownership: 29.62%36.13% (+6.5%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2% less funds holding

Funds holding: 5352 (-1)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
15
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$465K -$1.19M -99,032 -73%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$458K -$28.6K -2,387 -6%
OC
28
Oppenheimer & Co
New York
$389K +$152K +12,685 +72%
SCM
29
Saba Capital Management
New York
$348K +$326K +27,143 New
DD
30
Dominick & Dominick
New York
$256K
SFM
31
Signet Financial Management
New Jersey
$256K +$239K +19,953 New
VKH
32
Virtu KCG Holdings
New York
$253K -$839K -69,892 -78%
GFM
33
Gramercy Funds Management
Connecticut
$199K
LPL Financial
34
LPL Financial
California
$192K -$9.14K -762 -5%
AIG
35
American International Group
New York
$185K -$38.6K -3,216 -18%
LW
36
Linscomb Wealth
Texas
$174K +$708 +59 +0.4%
WS
37
Wedbush Securities
California
$160K -$15.6K -1,300 -9%
AA
38
Ancora Advisors
Ohio
$131K
CCS
39
Crosspoint Capital Strategies
California
$54K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$42K +$9.6K +800 +32%
KA
41
Klingman & Associates
New York
$32K +$30.5K +2,538 New
S
42
SignatureFD
Georgia
$29K
Deutsche Bank
43
Deutsche Bank
Germany
$16K
MSFP
44
Mark Sheptoff Financial Planning
Connecticut
$12K
SC
45
Searle & Co
Connecticut
$12K +$12K +1,000 New
NPC
46
National Planning Corporation
California
$7.53K +$7.32K +610 New
MFS
47
MSI Financial Services
Massachusetts
$6K
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$6K
TRCT
49
Tower Research Capital (TRC)
New York
$6K +$5.51K +459 New
Citigroup
50
Citigroup
New York
$3K

GLO Hedge Fund Activity: Q4 2014 in Review

52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2014, worth a combined $240M — up 31% from $183M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $16.6M. The largest seller was Advisors Asset Management, cutting an estimated $3.03M.

  • 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2014, down from 53 in Q3 2014.
  • Funds reported $240M of Clough Global Opportunities Fund stock for Q4 2014, up 31% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q4 2014 and 10 closed out, a net change of +1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q4 2014 was Bank of America, an estimated $16.6M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2014 was Advisors Asset Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2014.