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GLO

Clough Global Opportunities Fund
GLO

68 hedge funds and large institutions have $201M invested in Clough Global Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $180M → $201M (+$20.6M)

8% more funds holding

Funds holding: 63 → 68 (+5)

2.86% more ownership

Funds ownership: 37.46% → 40.32% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
21
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$7.06M
2
CRC
Curi RMB Capital
Illinois
+$3.04M
3
KIM
Karpus Investment Management
New York
+$2.62M
4
RCM
Rivernorth Capital Management
Florida
+$2.13M
5
FIMG
Financial & Investment Management Group
Michigan
+$1.78M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.89M
2
MIG
Mariner Investment Group
New York
-$1.13M
3
SG Americas Securities
SG Americas Securities
New York
-$445K
4
AAM
Advisors Asset Management
Colorado
-$378K
5
TC
TFS Capital
Pennsylvania
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$675K +$674K +69,820 New
GEM
27
Global Endowment Management
North Carolina
$580K – – –
AA
28
AQR Arbitrage
Connecticut
$577K +$141K +14,599 +32%
RVPG
29
Relative Value Partners Group
$518K -$35.9K -3,722 -6%
TC
30
TFS Capital
Pennsylvania
$477K -$322K -33,414 -40%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$413K +$61.5K +6,377 +18%
OA
32
Oxbow Advisors
Texas
$398K -$44.8K -4,643 -10%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$397K -$52.4K -5,433 -12%
Citigroup
34
Citigroup
New York
$262K -$95K -9,844 -27%
AA
35
Ancora Advisors
Ohio
$252K +$251K +26,014 New
SCM
36
Saba Capital Management
New York
$235K -$27.7K -2,875 -11%
HCM
37
Hollencrest Capital Management
California
$234K +$357 +37 +0.2%
RTS
38
Round Table Services
New Jersey
$231K – – –
RCM
39
Robinson Capital Management
Michigan
$213K – – –
Stifel Financial
40
Stifel Financial
Missouri
$195K +$193K +20,047 New
AG
41
Advisor Group
Arizona
$186K +$17.4K +1,800 +10%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$155K -$183K -18,985 -54%
VKH
43
Virtu KCG Holdings
New York
$145K +$145K +15,002 New
LPL Financial
44
LPL Financial
California
$143K -$52K -5,392 -27%
CL
45
CSS LLC
Illinois
$120K +$120K +12,441 New
SG Americas Securities
46
SG Americas Securities
New York
$116K -$445K -46,118 -79%
RJT
47
Raymond James Trust
Florida
$116K – – –
LW
48
Linscomb Wealth
Texas
$109K +$3.17K +329 +3%
WS
49
Wedbush Securities
California
$103K -$23.2K -2,408 -18%
Citadel Advisors
50
Citadel Advisors
Florida
$101K +$101K +10,475 New
1
2
3

GLO Hedge Fund Activity: Q3 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2016, worth a combined $201M — up 11% from $180M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GLO positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $7.06M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $2.89M sold.

  • 68 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $201M of Clough Global Opportunities Fund stock for Q3 2016, up 11% quarter-over-quarter.
  • 15 funds opened new Clough Global Opportunities Fund positions in Q3 2016 and 7 closed out, a net change of +8 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2016 was Cornerstone Advisors, an estimated $7.06M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2016 was Punch & Associates Investment Management, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2016.