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GLO

Clough Global Opportunities Fund
GLO

54 hedge funds and large institutions have $61.4M invested in Clough Global Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1.53% more ownership

Funds ownership: 14.95% → 16.48% (+1.5%)

3% less capital invested

Capital invested by funds: $63.3M → $61.4M (-$1.85M)

13% less funds holding

Funds holding: 62 → 54 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
17
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12M
2
CF
Centaurus Financial
California
+$1.23M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$520K
4
GC
Grimes & Company
Massachusetts
+$473K
5
Osaic Holdings
Osaic Holdings
Arizona
+$293K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.95M
2
PPA
Parametric Portfolio Associates
Washington
-$1.6M
3
SFS
Shaker Financial Services
Virginia
-$1.27M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$665K
5
WAM
Wolverine Asset Management
Illinois
-$611K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$255K -$414K -42,689 -61%
WS
27
Wedbush Securities
California
$255K – – –
1WA
28
180 Wealth Advisors
Washington
$233K +$12.2K +1,255 +5%
SI
29
Stephens Inc
Arkansas
$199K +$1.89K +195 +0.9%
CWC
30
Carolinas Wealth Consulting
North Carolina
$178K – – –
SWM
31
SeaCrest Wealth Management
New York
$174K +$73.4K +7,569 +70%
BRWM
32
B. Riley Wealth Management
Tennessee
$174K +$179K +18,500 New
SWM
33
Spire Wealth Management
Virginia
$172K +$178K +18,300 New
HCM
34
Hollencrest Capital Management
California
$169K – – –
LPL Financial
35
LPL Financial
California
$127K -$29.7K -3,057 -18%
CA
36
CoreCap Advisors
Michigan
$123K +$9.7K +1,000 +8%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$118K +$20.8K +2,145 +21%
IFWM
38
Institute for Wealth Management
Colorado
$103K -$3.88K -400 -4%
KA
39
Kovack Advisors
Florida
$99K +$102K +10,566 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$27.2K +2,800 +52%
SPIA
41
Steward Partners Investment Advisory
New York
$76K -$39.5K -4,077 -34%
APA
42
American Portfolios Advisors
New York
$72.9K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$55K +$8.05K +830 +16%
BWP
44
Baldwin Wealth Partners
Massachusetts
$54K – – –
US Bancorp
45
US Bancorp
Minnesota
$24K – – –
IA
46
IFP Advisors
Florida
$20K +$17.7K +1,823 New
KFI
47
Key Financial Inc
Pennsylvania
$19K +$19.4K +2,000 New
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
MA
49
MCF Advisors
Kentucky
$16K +$16.8K +1,736 New
SWA
50
SOA Wealth Advisors
New York
$4K – – –
1
2
3

GLO Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2022, worth a combined $61.4M — down 2.9% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GLO and 8 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was Advisors Asset Management, cutting an estimated $2.95M.

  • 54 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $61.4M of Clough Global Opportunities Fund stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2022 was Morgan Stanley, an estimated $12M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2022 was Advisors Asset Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2022.