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GLO

Clough Global Opportunities Fund
GLO

46 hedge funds and large institutions have $246M invested in Clough Global Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $203M → $246M (+$43.6M)

2.47% more ownership

Funds ownership: 43.97% → 46.44% (+2.5%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

23% less funds holding

Funds holding: 60 → 46 (-14)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

Holders
46
Holders Change
-14
Holders Change %
-23.33%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
15
Reduced
14
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$34.6M
2
CA
Cornerstone Advisors
North Carolina
+$4.07M
3
SIA
Sit Investment Associates
Minnesota
+$3.6M
4
RJA
Raymond James & Associates
Florida
+$3.57M
5
ZIG
Zuckerman Investment Group
Illinois
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$14.6M
2
MC
Matisse Capital
Oregon
-$5.63M
3
VIA
Vident Investment Advisory
Georgia
-$3.85M
4
RCM
Rivernorth Capital Management
Florida
-$2.58M
5
SFS
Shaker Financial Services
Virginia
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$493K +$390 +40 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$455K +$331K +33,903 +329%
CCP
28
Cardan Capital Partners
Colorado
$257K +$244K +24,959 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$249K +$781 +80 +0.3%
UBS Group
30
UBS Group
Switzerland
$225K -$14.6M -1,490,821 -99%
HCM
31
Hollencrest Capital Management
California
$214K +$19.5K +2,000 +11%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$205K -$118K -12,099 -38%
Stifel Financial
33
Stifel Financial
Missouri
$197K -$12.9K -1,324 -6%
SPIA
34
Steward Partners Investment Advisory
New York
$192K +$183K +18,697 New
AG
35
Advisor Group
Arizona
$189K +$7.81K +800 +5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$180K +$1.47K +151 +0.9%
VKH
37
Virtu KCG Holdings
New York
$119K +$113K +11,549 New
LPL Financial
38
LPL Financial
California
$109K +$104K +10,681 New
BWP
39
Baldwin Wealth Partners
Massachusetts
$82K – – –
Creative Planning
40
Creative Planning
Kansas
$31K – – –
IA
41
IFP Advisors
Florida
$23K – – –
EA
42
Edge Advisors
Georgia
$10K – – –
PCM
43
Penserra Capital Management
California
$7K -$996 -102 -12%
TCOV
44
Trust Company of Vermont
Vermont
$3K -$21.5K -2,200 -88%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2K – – –
LWM
46
LBA Wealth Management
Florida
$2K – – –
SFG
47
SevenBridge Financial Group
Pennsylvania
$1K – – –
MC
48
Matisse Capital
Oregon
– -$5.63M -629,400 Closed
VIA
49
Vident Investment Advisory
Georgia
– -$3.85M -431,345 Closed
SFS
50
Shaker Financial Services
Virginia
– -$1.53M -179,372 Closed
1
2
3

GLO Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2017, worth a combined $246M — up 21% from $203M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GLO and 8 opened new positions — a net loss of 14 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Saba Capital Management, adding an estimated $34.6M. The largest seller was UBS Group, cutting an estimated $14.6M.

  • 46 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2017, down from 60 in Q4 2016.
  • Funds reported $246M of Clough Global Opportunities Fund stock for Q1 2017, up 21% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q1 2017 and 22 closed out, a net change of -14 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2017 was Saba Capital Management, an estimated $34.6M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2017 was UBS Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2017.