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GLO

Clough Global Opportunities Fund
GLO

63 hedge funds and large institutions have $180M invested in Clough Global Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

5% more funds holding

Funds holding: 60 → 63 (+3)

3% less capital invested

Capital invested by funds: $187M → $180M (-$6.05M)

1.34% less ownership

Funds ownership: 38.81% → 37.46% (-1.3%)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$2.46M
2
NCM
Newgate Capital Management
Connecticut
+$2.42M
3
RCM
Rivernorth Capital Management
Florida
+$1.62M
4
UBS Group
UBS Group
Switzerland
+$578K
5
CRC
Curi RMB Capital
Illinois
+$498K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.32M
2
PPA
Parametric Portfolio Associates
Washington
-$3.51M
3
VIA
Vident Investment Advisory
Georgia
-$2.46M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$1.19M
5
GFM
Gramercy Funds Management
Connecticut
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
26
Societe Generale
$542K +$546K +58,115 New
RVPG
27
Relative Value Partners Group
$529K -$54.1K -5,756 -9%
CRC
28
Curi RMB Capital
Illinois
$494K +$498K +52,977 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$434K -$203K -21,574 -32%
OA
30
Oxbow Advisors
Texas
$427K -$135K -14,362 -24%
AA
31
AQR Arbitrage
Connecticut
$420K +$71.2K +7,583 +20%
Citigroup
32
Citigroup
New York
$345K +$61.5K +6,543 +22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$338K +$6.06K +645 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$326K +$26.7K +2,840 +9%
SCM
35
Saba Capital Management
New York
$253K – – –
HCM
36
Hollencrest Capital Management
California
$226K +$385 +41 +0.2%
RTS
37
Round Table Services
New Jersey
$223K +$62K +6,600 +38%
RCM
38
Robinson Capital Management
Michigan
$205K – – –
Geode Capital Management
39
Geode Capital Management
Massachusetts
$200K – – –
LPL Financial
40
LPL Financial
California
$189K -$276K -29,373 -59%
AG
41
Advisor Group
Arizona
$162K +$163K +17,400 New
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$145K – – –
WS
43
Wedbush Securities
California
$122K +$10.3K +1,094 +9%
RJT
44
Raymond James Trust
Florida
$112K +$113K +12,000 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$109K +$8.46K +901 +8%
LW
46
Linscomb Wealth
Texas
$102K +$3.18K +339 +3%
CWM
47
Concert Wealth Management
California
$94K +$94.3K +10,043 New
BWP
48
Baldwin Wealth Partners
Massachusetts
$75K +$18.8K +2,000 +33%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$42K – – –
Creative Planning
50
Creative Planning
Kansas
$38K – – –
1
2
3

GLO Hedge Fund Activity: Q2 2016 in Review

63 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2016, worth a combined $180M — down 3.2% from $187M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 8 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Matisse Capital, adding an estimated $2.46M. The largest seller was Wells Fargo, cutting an estimated $5.32M.

  • 63 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2016, up from 60 in Q1 2016.
  • Funds reported $180M of Clough Global Opportunities Fund stock for Q2 2016, down 3.2% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q2 2016 and 8 closed out, a net change of +3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2016 was Matisse Capital, an estimated $2.46M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2016 was Wells Fargo, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2016.