We are live on ! Find out more
GLO

Clough Global Opportunities Fund
GLO

52 hedge funds and large institutions have $85M invested in Clough Global Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

4% more funds holding

Funds holding: 50 → 52 (+2)

1.18% less ownership

Funds ownership: 22.98% → 21.8% (-1.2%)

6% less capital invested

Capital invested by funds: $90.7M → $85M (-$5.71M)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
YCM
Yakira Capital Management
Connecticut
+$4.1M
2
Morgan Stanley
Morgan Stanley
New York
+$2.18M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.46M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$966K
5
MCP
Mirador Capital Partners
California
+$957K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$9.77M
2
Wells Fargo
Wells Fargo
California
-$1.94M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.62M
4
PPA
Parametric Portfolio Associates
Washington
-$1.23M
5
CL
CSS LLC
Illinois
-$685K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$415K +$2.04K +162 +0.5%
WS
27
Wedbush Securities
California
$346K +$31.7K +2,526 +10%
1WA
28
180 Wealth Advisors
Washington
$312K +$4.4K +350 +1%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$277K +$155K +12,300 +116%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$251K -$356K -28,298 -58%
CWC
31
Carolinas Wealth Consulting
North Carolina
$229K +$9.02K +718 +4%
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$221K +$229K +18,250 New
HCM
33
Hollencrest Capital Management
California
$217K – – –
Stifel Financial
34
Stifel Financial
Missouri
$195K +$37.1K +2,950 +22%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$190K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$189K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$155K +$41.4K +3,292 +34%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$143K +$8.73K +695 +6%
IFWM
39
Institute for Wealth Management
Colorado
$138K -$452 -36 -0.3%
CL
40
CSS LLC
Illinois
$121K -$685K -54,535 -85%
Citigroup
41
Citigroup
New York
$80K +$22.5K +1,789 +37%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$26.4K +2,098 +54%
BWP
43
Baldwin Wealth Partners
Massachusetts
$70K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$61K – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$58K +$60K +4,775 New
PMFA
46
Plante Moran Financial Advisors
Michigan
$46K – – –
MA
47
MCF Advisors
Kentucky
$21K – – –
SWA
48
SOA Wealth Advisors
New York
$5K – – –
WPA
49
West Paces Advisors
Georgia
$3.79K +$3.93K +313 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2K – – –
1
2
3

GLO Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2021, worth a combined $85M — down 6.3% from $90.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 9 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Yakira Capital Management, opening a new position worth an estimated $4.1M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $9.77M sold.

  • 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2021, up from 50 in Q1 2021.
  • Funds reported $85M of Clough Global Opportunities Fund stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q2 2021 and 9 closed out, a net change of +2 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2021 was Yakira Capital Management, an estimated $4.1M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2021 was Advisors Asset Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q2 2021.