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GLO

Clough Global Opportunities Fund
GLO

48 hedge funds and large institutions have $45.4M invested in Clough Global Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

1.46% less ownership

Funds ownership: 16.48% → 15.02% (-1.5%)

11% less funds holding

Funds holding: 54 → 48 (-6)

26% less capital invested

Capital invested by funds: $61.4M → $45.4M (-$16M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.23M
2
CF
Centaurus Financial
California
+$240K
3
BRWM
B. Riley Wealth Management
Tennessee
+$164K
4
GC
Guggenheim Capital
Illinois
+$119K
5
DA
Doliver Advisors
Texas
+$102K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.07M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$879K
3
Bank of America
Bank of America
North Carolina
-$867K
4
HighTower Advisors
HighTower Advisors
Illinois
-$528K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$134K -$2.03K -250 -1%
HCM
27
Hollencrest Capital Management
California
$132K – – –
CA
28
CoreCap Advisors
Michigan
$114K +$20.3K +2,500 +19%
LPL Financial
29
LPL Financial
California
$109K +$10.8K +1,333 +10%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$99K +$8.12K +1,000 +8%
DA
31
Doliver Advisors
Texas
$92K +$102K +12,532 New
IFWM
32
Institute for Wealth Management
Colorado
$80K – – –
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$60K – – –
APA
34
American Portfolios Advisors
New York
$57K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$54K -$5.49K -676 -8%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$43K – – –
BWP
37
Baldwin Wealth Partners
Massachusetts
$42K – – –
IA
38
IFP Advisors
Florida
$20K – – –
US Bancorp
39
US Bancorp
Minnesota
$18K – – –
KTC
40
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
MA
41
MCF Advisors
Kentucky
$13K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.8K +1,702 New
GRP
43
Global Retirement Partners
California
$4K +$3.92K +483 New
SWA
44
SOA Wealth Advisors
New York
$3K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$2K +$89 +11 +6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1K – – –
SIS
47
Sound Income Strategies
Florida
$1K +$869 +107 New
BRWM
48
B. Riley Wealth Management
Tennessee
$284 +$164K +20,150 +109%
SFS
49
Shaker Financial Services
Virginia
– -$1.07M -113,808 Closed
HighTower Advisors
50
HighTower Advisors
Illinois
– -$528K -55,996 Closed
1
2
3

GLO Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2022, worth a combined $45.4M — down 26% from $61.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GLO and 4 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $1.23M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.07M sold.

  • 48 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2022, down from 54 in Q1 2022.
  • Funds reported $45.4M of Clough Global Opportunities Fund stock for Q2 2022, down 26% quarter-over-quarter.
  • 4 funds opened new Clough Global Opportunities Fund positions in Q2 2022 and 10 closed out, a net change of -6 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $1.23M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2022 was Shaker Financial Services, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2022.