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GLO

Clough Global Opportunities Fund
GLO

50 hedge funds and large institutions have $90.7M invested in Clough Global Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

3% less capital invested

Capital invested by funds: $93.8M → $90.7M (-$3.07M)

3.22% less ownership

Funds ownership: 26.2% → 22.98% (-3.2%)

12% less funds holding

Funds holding: 57 → 50 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.47M
2
Morgan Stanley
Morgan Stanley
New York
+$575K
3
HighTower Advisors
HighTower Advisors
Illinois
+$538K
4
GC
Guggenheim Capital
Illinois
+$516K
5
AAM
Advisors Asset Management
Colorado
+$487K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.69M
2
CA
Cornerstone Advisors
North Carolina
-$3.91M
3
SIA
Sit Investment Associates
Minnesota
-$2.55M
4
MC
Matisse Capital
Oregon
-$1.73M
5
AA
AQR Arbitrage
Connecticut
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$371K -$976K -79,594 -72%
CPIG
27
Chicago Partners Investment Group
Illinois
$321K +$304K +24,785 New
WS
28
Wedbush Securities
California
$320K +$143K +11,664 +81%
AA
29
AQR Arbitrage
Connecticut
$319K -$1.46M -118,668 -82%
1WA
30
180 Wealth Advisors
Washington
$300K +$9.63K +785 +3%
AA
31
Advisory Alpha
Michigan
$282K +$283K +23,053 New
CWC
32
Carolinas Wealth Consulting
North Carolina
$223K -$25.9K -2,108 -10%
HCM
33
Hollencrest Capital Management
California
$220K – – –
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$192K -$30.7K -2,500 -14%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$191K -$1.56K -127 -0.8%
Stifel Financial
36
Stifel Financial
Missouri
$161K +$478 +39 +0.3%
IFWM
37
Institute for Wealth Management
Colorado
$140K -$1.34K -109 -0.9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$136K -$71.3K -5,816 -34%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$130K +$130K +10,600 New
SPIA
40
Steward Partners Investment Advisory
New York
$117K -$64.6K -5,265 -36%
BWP
41
Baldwin Wealth Partners
Massachusetts
$70K -$3.07K -250 -4%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$62K – – –
Citigroup
43
Citigroup
New York
$59K -$859 -70 -1%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$47.7K +3,890 New
PMFA
45
Plante Moran Financial Advisors
Michigan
$46K – – –
MA
46
MCF Advisors
Kentucky
$21K – – –
HNB
47
Huntington National Bank
Ohio
$6K – – –
SWA
48
SOA Wealth Advisors
New York
$5K – – –
EVM
49
Eaton Vance Management
Massachusetts
$3K +$3.12K +254 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2K – – –
1
2
3

GLO Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2021, worth a combined $90.7M — down 3.3% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GLO and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 20 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.47M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.69M sold.

  • 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $90.7M of Clough Global Opportunities Fund stock for Q1 2021, down 3.3% quarter-over-quarter.
  • 6 funds opened new Clough Global Opportunities Fund positions in Q1 2021 and 13 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $4.47M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2021.