We are live on ! Find out more
GLO

Clough Global Opportunities Fund
GLO

50 hedge funds and large institutions have $60.7M invested in Clough Global Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

9% more funds holding

Funds holding: 46 → 50 (+4)

2.44% less ownership

Funds ownership: 19.85% → 17.41% (-2.4%)

14% less capital invested

Capital invested by funds: $70.3M → $60.7M (-$9.53M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$1.28M
2
MML Investors Services
MML Investors Services
Massachusetts
+$939K
3
Morgan Stanley
Morgan Stanley
New York
+$612K
4
BC
Brinker Capital
Pennsylvania
+$471K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$326K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$7.09M
2
KIM
Karpus Investment Management
New York
-$3.56M
3
Bank of America
Bank of America
North Carolina
-$882K
4
GC
Guggenheim Capital
Illinois
-$481K
5
CL
CSS LLC
Illinois
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$258K +$46.6K +4,158 +21%
SPIA
27
Steward Partners Investment Advisory
New York
$205K +$212K +18,907 New
1WA
28
180 Wealth Advisors
Washington
$176K -$7.62K -680 -4%
IA
29
IFP Advisors
Florida
$140K +$19.7K +1,760 +16%
Ameriprise
30
Ameriprise
Minnesota
$138K +$143K +12,750 New
FAAS
31
First Allied Advisory Services
California
$135K +$139K +12,381 New
HighTower Advisors
32
HighTower Advisors
Illinois
$114K +$5.6K +500 +5%
Millennium Management
33
Millennium Management
New York
$112K +$116K +10,320 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$111K – – –
SI
35
Stephens Inc
Arkansas
$111K +$115K +10,253 New
SFS
36
Shaker Financial Services
Virginia
$108K -$359K -32,040 -76%
KA
37
Kovack Advisors
Florida
$108K +$112K +10,000 New
HCM
38
Hollencrest Capital Management
California
$106K +$123K +11,000 New
BWP
39
Baldwin Wealth Partners
Massachusetts
$84K – – –
QCIG
40
Quad-Cities Investment Group
Iowa
$75K +$2.02K +180 +3%
Citigroup
41
Citigroup
New York
$43K – – –
AA
42
Ancora Advisors
Ohio
$24K +$24.6K +2,200 New
SWM
43
SeaCrest Wealth Management
New York
$18K – – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$11K +$11.2K +1,000 New
BWA
45
Burt Wealth Advisors
Maryland
$7K – – –
GWM
46
Geneos Wealth Management
Colorado
$4K – – –
KL
47
KWMG LLC
Kansas
$4K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2K -$199K -17,740 -99%
FHA
49
Flagship Harbor Advisors
Massachusetts
$2K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$2K – – –
1
2
3

GLO Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2018, worth a combined $60.7M — down 14% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GLO positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $1.28M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.09M.

  • 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $60.7M of Clough Global Opportunities Fund stock for Q3 2018, down 14% quarter-over-quarter.
  • 10 funds opened new Clough Global Opportunities Fund positions in Q3 2018 and 5 closed out, a net change of +5 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $1.28M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2018.