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GLO

Clough Global Opportunities Fund
GLO

50 hedge funds and large institutions have $237M invested in Clough Global Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.59% more ownership

Funds ownership: 36.13% → 36.72% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $240M → $237M (-$2.76M)

4% less funds holding

Funds holding: 52 → 50 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
18
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.5M
2
UBS Group
UBS Group
Switzerland
+$4.29M
3
Wells Fargo
Wells Fargo
California
+$2.53M
4
PPA
Parametric Portfolio Associates
Washington
+$1.35M
5
DA
Doliver Advisors
Texas
+$680K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$12.9M
2
AAM
Advisors Asset Management
Colorado
-$4.02M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.9M
4
Invesco
Invesco
Georgia
-$1.57M
5
SG Americas Securities
SG Americas Securities
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$462K +$16.3K +1,318 +4%
OC
27
Oppenheimer & Co
New York
$431K +$53.3K +4,304 +14%
SCM
28
Saba Capital Management
New York
$338K – – –
Goldman Sachs
29
Goldman Sachs
New York
$223K +$221K +17,858 New
GFM
30
Gramercy Funds Management
Connecticut
$193K – – –
LPL Financial
31
LPL Financial
California
$191K +$2.59K +209 +1%
SFM
32
Signet Financial Management
New Jersey
$185K -$63.2K -5,097 -26%
AIG
33
American International Group
New York
$179K – – –
TC
34
TFS Capital
Pennsylvania
$146K +$146K +11,750 New
M&T Bank
35
M&T Bank
New York
$142K +$140K +11,330 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$140K +$139K +11,200 New
AA
37
Ancora Advisors
Ohio
$127K -$126K -10,200 Closed
BFEC
38
Benjamin F. Edwards & Company
Missouri
$46K +$5.08K +410 +12%
KA
39
Klingman & Associates
New York
$32K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$32K +$16.1K +1,300 +100%
S
41
SignatureFD
Georgia
$29K – – –
PAM
42
Panagora Asset Management
Massachusetts
$23K +$22.4K +1,807 New
MSFP
43
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
SC
44
Searle & Co
Connecticut
$12K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$8K +$7.92K +639 New
MFS
46
MSI Financial Services
Massachusetts
$6K – – –
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$6K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$6K +$706 +57 +12%
Citigroup
49
Citigroup
New York
$4K +$694 +56 +23%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$2K – – –
1
2
3

GLO Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2015, worth a combined $237M — down 1.2% from $240M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $12.9M sold.

  • 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $237M of Clough Global Opportunities Fund stock for Q1 2015, down 1.2% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q1 2015 and 8 closed out, a net change of -1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q1 2015 was Bank of America, an estimated $18.5M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2015 was Sit Investment Associates, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2015.