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GLO

Clough Global Opportunities Fund

43 hedge funds and large institutions have $241M invested in Clough Global Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

1.88% more ownership

Funds ownership: 36.72%38.6% (+1.9%)

2% more capital invested

Capital invested by funds: $237M → $241M (+$3.77M)

14% less funds holding

Funds holding: 5043 (-7)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
5
Increased
12
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$288K +$103K +8,267 +55%
HCM
27
Hollencrest Capital Management
California
$276K -$290K -23,215 -50%
AIG
28
American International Group
New York
$180K +$6.25K +500 +3%
RTS
29
Round Table Services
New Jersey
$170K +$176K +14,100 New
SFS
30
Shaker Financial Services
Virginia
$148K -$910K -72,837 -86%
AA
31
Ancora Advisors
Ohio
$123K +$128K +10,200 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$38K -$6.65K -532 -14%
KA
33
Klingman & Associates
New York
$31K
S
34
SignatureFD
Georgia
$28K
PAM
35
Panagora Asset Management
Massachusetts
$28K +$6.7K +536 +30%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$18K +$10K +802 +126%
NFG
37
Next Financial Group
Texas
$18K +$18.8K +1,500 New
MSFP
38
Mark Sheptoff Financial Planning
Connecticut
$12K
MFS
39
MSI Financial Services
Massachusetts
$6K
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$6K
Citigroup
41
Citigroup
New York
$4K -$100 -8 -3%
TRCT
42
Tower Research Capital (TRC)
New York
$3K -$3.08K -246 -48%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2K
CA
44
Cornerstone Advisors
North Carolina
-$964K -77,334 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
-$847K -68,000 Closed
Goldman Sachs
46
Goldman Sachs
New York
-$223K -17,858 Closed
GFM
47
Gramercy Funds Management
Connecticut
-$193K -15,500 Closed
SFM
48
Signet Financial Management
New Jersey
-$185K -14,856 Closed
TC
49
TFS Capital
Pennsylvania
-$146K -11,750 Closed
M&T Bank
50
M&T Bank
New York
-$142K -11,330 Closed

GLO Hedge Fund Activity: Q2 2015 in Review

43 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2015, worth a combined $241M — up 1.6% from $237M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GLO and 5 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $34.1M. The largest seller was Wells Fargo, cutting an estimated $25.3M.

  • 43 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2015, down from 50 in Q1 2015.
  • Funds reported $241M of Clough Global Opportunities Fund stock for Q2 2015, up 1.6% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q2 2015 and 11 closed out, a net change of -6 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2015 was Rivernorth Capital Management, an estimated $34.1M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2015 was Wells Fargo, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2015.