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GLO

Clough Global Opportunities Fund
GLO

53 hedge funds and large institutions have $73.1M invested in Clough Global Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 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

18% more capital invested

Capital invested by funds: $62.1M → $73.1M (+$11M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

10% more funds holding

Funds holding: 48 → 53 (+5)

2.19% more ownership

Funds ownership: 22.12% → 24.31% (+2.2%)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.05M
2
CA
Cornerstone Advisors
North Carolina
+$1.99M
3
Bank of America
Bank of America
North Carolina
+$1.15M
4
SFS
Shaker Financial Services
Virginia
+$698K
5
AA
AQR Arbitrage
Connecticut
+$493K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$507K
2
Wells Fargo
Wells Fargo
California
-$368K
3
BlackRock
BlackRock
New York
-$240K
4
AAM
Advisors Asset Management
Colorado
-$124K
5
Goldman Sachs
Goldman Sachs
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$313K +$314K +33,513 New
1WA
27
180 Wealth Advisors
Washington
$232K -$797 -85 -0.4%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$206K +$108K +11,496 +109%
WS
29
Wedbush Securities
California
$184K -$7.3K -778 -4%
CWC
30
Carolinas Wealth Consulting
North Carolina
$178K +$178K +19,013 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$172K +$173K +18,423 New
HCM
32
Hollencrest Capital Management
California
$167K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$164K +$30.1K +3,214 +22%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$143K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$137K +$57.1K +6,089 +71%
Stifel Financial
36
Stifel Financial
Missouri
$115K -$30.5K -3,250 -21%
WAM
37
Wolverine Asset Management
Illinois
$109K +$28.4K +3,030 +35%
IFWM
38
Institute for Wealth Management
Colorado
$108K – – –
KAS
39
Kestra Advisory Services
Texas
$108K +$109K +11,573 New
JWCA
40
J.W. Cole Advisors
Florida
$99K +$99.5K +10,612 New
KA
41
Kovack Advisors
Florida
$93K – – –
BWP
42
Baldwin Wealth Partners
Massachusetts
$56K – – –
Citigroup
43
Citigroup
New York
$47K -$244 -26 -0.5%
PMFA
44
Plante Moran Financial Advisors
Michigan
$35K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$20K +$19.6K +2,093 New
MA
46
MCF Advisors
Kentucky
$16K – – –
GWS
47
Glassman Wealth Services
Virginia
$14K +$14.1K +1,500 New
BWA
48
Burt Wealth Advisors
Maryland
$6K – – –
FCB
49
First Command Bank
Texas
$5K +$5.18K +552 New
FCFS
50
First Command Financial Services
Texas
$5K +$5.18K +552 New
1
2
3

GLO Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2020, worth a combined $73.1M — up 18% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GLO positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $507K.

  • 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2020, up from 48 in Q2 2020.
  • Funds reported $73.1M of Clough Global Opportunities Fund stock for Q3 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Clough Global Opportunities Fund positions in Q3 2020 and 5 closed out, a net change of +5 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $2.05M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2020.