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GLO

Clough Global Opportunities Fund
GLO

47 hedge funds and large institutions have $258M invested in Clough Global Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 46 → 47 (+1)

5% more capital invested

Capital invested by funds: $246M → $258M (+$11.2M)

0.7% more ownership

Funds ownership: 46.44% → 47.14% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
15
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$20.2M
2
SIA
Sit Investment Associates
Minnesota
+$15.3M
3
SFS
Shaker Financial Services
Virginia
+$1.49M
4
RJA
Raymond James & Associates
Florida
+$576K
5
Bank of America
Bank of America
North Carolina
+$209K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13M
2
Lazard Asset Management
Lazard Asset Management
New York
-$5.33M
3
CA
Cornerstone Advisors
North Carolina
-$4.25M
4
FIMG
Financial & Investment Management Group
Michigan
-$2.32M
5
AAM
Advisors Asset Management
Colorado
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$275K +$10.5K +1,001 +4%
AG
27
Advisor Group
Arizona
$252K +$55.9K +5,325 +29%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$232K +$20.1K +1,910 +10%
SPIA
29
Steward Partners Investment Advisory
New York
$200K +$2.72K +259 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$192K +$7.34K +699 +4%
Stifel Financial
31
Stifel Financial
Missouri
$190K -$18.3K -1,744 -9%
TSS
32
Two Sigma Securities
New York
$184K +$183K +17,374 New
PAG
33
Private Advisor Group
New Jersey
$166K +$159K +15,179 New
CA
34
Cornerstone Advisors
North Carolina
$133K -$4.25M -404,935 -97%
HCM
35
Hollencrest Capital Management
California
$131K -$87.8K -8,356 -40%
IA
36
IFP Advisors
Florida
$120K +$95.4K +9,078 +407%
WS
37
Wedbush Securities
California
$107K +$106K +10,090 New
BWP
38
Baldwin Wealth Partners
Massachusetts
$85K – – –
Creative Planning
39
Creative Planning
Kansas
$32K – – –
QAM
40
QCI Asset Management
New York
$15K +$14.7K +1,400 New
EA
41
Edge Advisors
Georgia
$10K – – –
PCM
42
Penserra Capital Management
California
$8K +$756 +72 +10%
CFG
43
Citizens Financial Group
Rhode Island
$4K +$3.94K +375 New
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$3K -$871K -82,943 -100%
BWA
45
BDO Wealth Advisors
Florida
$2K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$2K – – –
SFG
47
SevenBridge Financial Group
Pennsylvania
$1K – – –
SEI Investments
48
SEI Investments
Pennsylvania
$1K +$788 +75 New
Millennium Management
49
Millennium Management
New York
– -$1.17M -114,137 Closed
GEM
50
Global Endowment Management
North Carolina
– -$617K -60,000 Closed
1
2
3

GLO Hedge Fund Activity: Q2 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2017, worth a combined $258M — up 4.5% from $246M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLO positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $20.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $13M.

  • 47 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $258M of Clough Global Opportunities Fund stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q2 2017 and 6 closed out, a net change of +1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q2 2017 was Saba Capital Management, an estimated $20.2M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2017.