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GLO

Clough Global Opportunities Fund
GLO

55 hedge funds and large institutions have $84M invested in Clough Global Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

4.23% less ownership

Funds ownership: 19.43% → 15.2% (-4.2%)

11% less funds holding

Funds holding: 62 → 55 (-7)

23% less capital invested

Capital invested by funds: $109M → $84M (-$24.8M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.55M
2
RCM
Rivernorth Capital Management
Florida
+$824K
3
Invesco
Invesco
Georgia
+$585K
4
Morgan Stanley
Morgan Stanley
New York
+$579K
5
PPA
Parametric Portfolio Associates
Washington
+$573K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.23M
2
SCM
Saba Capital Management
New York
-$5.73M
3
SIA
Sit Investment Associates
Minnesota
-$5.52M
4
LCM
Laurion Capital Management
New York
-$3.89M
5
ZIG
Zuckerman Investment Group
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cornerstone Advisors
North Carolina
$409K +$424K +38,200 New
Millennium Management
27
Millennium Management
New York
$389K -$347K -31,244 -46%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$387K +$9.17K +826 +2%
FIMG
29
Financial & Investment Management Group
Michigan
$381K -$16.3K -1,469 -4%
AA
30
Advisory Alpha
Michigan
$306K +$131K +11,846 +73%
AG
31
Advisor Group
Arizona
$260K – – –
Stifel Financial
32
Stifel Financial
Missouri
$238K +$99K +8,923 +66%
FSA
33
Franklin Street Advisors
North Carolina
$230K +$238K +21,486 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$215K +$511 +46 +0.2%
WS
35
Wedbush Securities
California
$211K -$16.7K -1,507 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$198K +$4.57K +412 +2%
SPIA
37
Steward Partners Investment Advisory
New York
$196K -$1.52K -137 -0.7%
PAG
38
Private Advisor Group
New Jersey
$192K +$30.2K +2,721 +18%
GWS
39
Glassman Wealth Services
Virginia
$182K +$188K +16,972 New
QCIG
40
Quad-Cities Investment Group
Iowa
$163K +$170K +15,318 New
WAM
41
Wolverine Asset Management
Illinois
$155K +$131K +11,837 +438%
FAAS
42
First Allied Advisory Services
California
$150K -$289 -26 -0.2%
PFA
43
Pathway Financial Advisors
Vermont
$150K – – –
IA
44
IFP Advisors
Florida
$141K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$109K +$400 +36 +0.4%
BWP
46
Baldwin Wealth Partners
Massachusetts
$83K -$2.72K -245 -3%
Citigroup
47
Citigroup
New York
$31K -$206K -18,542 -86%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$23K +$5.55K +500 +29%
SWP
49
Stratos Wealth Partners
Ohio
$20K – – –
SWM
50
SeaCrest Wealth Management
New York
$18K – – –
1
2
3

GLO Hedge Fund Activity: Q1 2018 in Review

55 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2018, worth a combined $84M — down 23% from $109M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GLO and 6 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 19 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.55M. The largest seller was Bank of America, cutting an estimated $7.23M.

  • 55 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2018, down from 62 in Q4 2017.
  • Funds reported $84M of Clough Global Opportunities Fund stock for Q1 2018, down 23% quarter-over-quarter.
  • 6 funds opened new Clough Global Opportunities Fund positions in Q1 2018 and 13 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2018 was Royal Bank of Canada, an estimated $1.55M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2018 was Bank of America, an estimated $7.23M sold.

Based on aggregated 13F filings for Q1 2018.