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GLO

Clough Global Opportunities Fund
GLO

44 hedge funds and large institutions have $55.6M invested in Clough Global Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

7% more capital invested

Capital invested by funds: $51.8M → $55.6M (+$3.82M)

1.64% less ownership

Funds ownership: 19.51% → 17.87% (-1.6%)

15% less funds holding

Funds holding: 52 → 44 (-8)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
44
Holders Change
-8
Holders Change %
-15.38%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$582K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$485K
3
Morgan Stanley
Morgan Stanley
New York
+$291K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$151K
5
BC
Brinker Capital
Pennsylvania
+$118K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.95M
2
PAG
Private Advisor Group
New Jersey
-$1.3M
3
SFS
Shaker Financial Services
Virginia
-$639K
4
WAM
Weiss Asset Management
Massachusetts
-$534K
5
Wells Fargo
Wells Fargo
California
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$156K +$151K +16,198 New
Ameriprise
27
Ameriprise
Minnesota
$144K +$5.47K +587 +4%
BC
28
Brinker Capital
Pennsylvania
$122K +$118K +12,621 New
HCM
29
Hollencrest Capital Management
California
$106K – – –
IFWM
30
Institute for Wealth Management
Colorado
$104K – – –
KA
31
Kovack Advisors
Florida
$97K – – –
BWP
32
Baldwin Wealth Partners
Massachusetts
$75K – – –
QCIG
33
Quad-Cities Investment Group
Iowa
$70K +$1.86K +200 +3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$56K +$48.5K +5,204 +770%
Citigroup
35
Citigroup
New York
$43K +$4.22K +452 +11%
CF
36
Centaurus Financial
California
$20.5K +$1.85K +198 New
SWM
37
SeaCrest Wealth Management
New York
$16K – – –
BWA
38
Burt Wealth Advisors
Maryland
$7K – – –
GWM
39
Geneos Wealth Management
Colorado
$4K – – –
KL
40
KWMG LLC
Kansas
$4K – – –
GSWM
41
Golden State Wealth Management
California
$3K +$2.55K +273 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$1K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1K – – –
SFG
44
SevenBridge Financial Group
Pennsylvania
$1K +$1.11K +119 New
PAG
45
Private Advisor Group
New Jersey
– -$1.3M -157,554 Closed
SFS
46
Shaker Financial Services
Virginia
– -$639K -77,588 Closed
WAM
47
Weiss Asset Management
Massachusetts
– -$534K -64,933 Closed
SPIA
48
Steward Partners Investment Advisory
New York
– -$158K -19,317 Closed
Millennium Management
49
Millennium Management
New York
– -$134K -16,300 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$107K -13,012 Closed
1
2
3

GLO Hedge Fund Activity: Q1 2019 in Review

44 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2019, worth a combined $55.6M — up 7.4% from $51.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GLO and 5 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Cornerstone Advisors, adding an estimated $582K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.95M.

  • 44 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2019, down from 52 in Q4 2018.
  • Funds reported $55.6M of Clough Global Opportunities Fund stock for Q1 2019, up 7.4% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q1 2019 and 12 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2019 was Cornerstone Advisors, an estimated $582K added.
  • The largest Clough Global Opportunities Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2019.