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GLO

Clough Global Opportunities Fund
GLO

45 hedge funds and large institutions have $207M invested in Clough Global Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 43 → 45 (+2)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.16% less ownership

Funds ownership: 38.6% → 37.44% (-1.2%)

14% less capital invested

Capital invested by funds: $241M → $207M (-$33.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
7
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$2.71M
2
GFM
Gramercy Funds Management
Connecticut
+$2.62M
3
DA
Doliver Advisors
Texas
+$2.53M
4
AAM
Advisors Asset Management
Colorado
+$1.94M
5
SFS
Shaker Financial Services
Virginia
+$1.87M

Top Sellers

1
OA
Oxbow Advisors
Texas
-$9.6M
2
Lazard Asset Management
Lazard Asset Management
New York
-$9.4M
3
UBS Group
UBS Group
Switzerland
-$2.29M
4
GC
Guggenheim Capital
Illinois
-$1.16M
5
Invesco
Invesco
Georgia
-$853K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$495K +$92.8K +7,896 +21%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$409K +$24.8K +2,111 +6%
BFM
28
Boothbay Fund Management
New York
$398K +$437K +37,179 New
AA
29
AQR Arbitrage
Connecticut
$376K +$413K +35,152 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$367K +$403K +34,269 New
LPL Financial
31
LPL Financial
California
$342K +$90.8K +7,720 +33%
SCM
32
Saba Capital Management
New York
$290K – – –
HCM
33
Hollencrest Capital Management
California
$199K -$50.6K -4,304 -19%
AIG
34
American International Group
New York
$159K – – –
GEM
35
Global Endowment Management
North Carolina
$107K +$118K +10,000 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$49K +$53.5K +4,550 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$34K – – –
KA
38
Klingman & Associates
New York
$27K -$29.8K -2,538 Closed
S
39
SignatureFD
Georgia
$25K – – –
NFG
40
Next Financial Group
Texas
$16K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$7K -$9.4K -800 -56%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$6K – – –
MFS
43
MSI Financial Services
Massachusetts
$5K – – –
Citigroup
44
Citigroup
New York
$3K -$71 -6 -2%
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$2K -$11.8K -1,000 Closed
TRCT
46
Tower Research Capital (TRC)
New York
$2K -$447 -38 -14%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$2K – – –
RTS
48
Round Table Services
New Jersey
– -$170K -14,100 Closed
AA
49
Ancora Advisors
Ohio
– -$123K -10,200 Closed
PAM
50
Panagora Asset Management
Massachusetts
– -$28K -2,343 Closed
1
2

GLO Hedge Fund Activity: Q3 2015 in Review

45 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2015, worth a combined $207M — down 14% from $241M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLO positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.71M. The largest seller was Oxbow Advisors, cutting an estimated $9.6M.

  • 45 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2015, up from 43 in Q2 2015.
  • Funds reported $207M of Clough Global Opportunities Fund stock for Q3 2015, down 14% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q3 2015 and 5 closed out, a net change of +2 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2015 was 1607 Capital Partners, an estimated $2.71M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2015 was Oxbow Advisors, an estimated $9.6M sold.

Based on aggregated 13F filings for Q3 2015.