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GLO

Clough Global Opportunities Fund

49 hedge funds and large institutions have $75.7M invested in Clough Global Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2.52% less ownership

Funds ownership: 21.8%19.28% (-2.5%)

6% less funds holding

Funds holding: 5249 (-3)

11% less capital invested

Capital invested by funds: $85M → $75.7M (-$9.33M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
12
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$299K -$2.15K -170 -0.7%
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$296K +$76.8K +6,084 +33%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$263K -$16.4K -1,300 -6%
CWC
29
Carolinas Wealth Consulting
North Carolina
$231K
HCM
30
Hollencrest Capital Management
California
$218K
EWM
31
Empirical Wealth Management
Washington
$195K +$202K +16,045 New
Stifel Financial
32
Stifel Financial
Missouri
$175K -$21.5K -1,703 -11%
MML Investors Services
33
MML Investors Services
Massachusetts
$173K +$179K +14,222 New
SWM
34
SeaCrest Wealth Management
New York
$148K +$153K +12,158 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$147K +$3.32K +263 +2%
IFWM
36
Institute for Wealth Management
Colorado
$139K
JWCA
37
J.W. Cole Advisors
Florida
$135K +$140K +11,086 New
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$106K +$110K +8,687 New
APA
39
American Portfolios Advisors
New York
$94.4K +$97.8K +7,751 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$73K
BWP
41
Baldwin Wealth Partners
Massachusetts
$70K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$61K
US Bancorp
43
US Bancorp
Minnesota
$30K +$31.5K +2,500 New
MA
44
MCF Advisors
Kentucky
$21K
AWM
45
Avior Wealth Management
Nebraska
$19K +$20.2K +1,600 New
SWA
46
SOA Wealth Advisors
New York
$5K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2K
NFG
48
Next Financial Group
Texas
$2K +$2.52K +200 New
TRCT
49
Tower Research Capital (TRC)
New York
$1K +$1.26K +100 New
SIA
50
Sit Investment Associates
Minnesota
-$11.3M -938,017 Closed

GLO Hedge Fund Activity: Q3 2021 in Review

49 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2021, worth a combined $75.7M — down 11% from $85M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GLO and 11 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $8.9M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $11.3M sold.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2021, down from 52 in Q2 2021.
  • Funds reported $75.7M of Clough Global Opportunities Fund stock for Q3 2021, down 11% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q3 2021 and 14 closed out, a net change of -3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $8.9M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2021 was Sit Investment Associates, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2021.