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GLO

Clough Global Opportunities Fund
GLO

65 hedge funds and large institutions have $49.9M invested in Clough Global Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $42.4M → $49.9M (+$7.5M)

12% more funds holding

Funds holding: 58 → 65 (+7)

2.87% more ownership

Funds ownership: 21.18% → 24.06% (+2.9%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.21M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.39M
3
MP
Mangrove Partners
Connecticut
+$1.19M
4
RL
RPO LLC
Connecticut
+$870K
5
CA
Cornerstone Advisors
North Carolina
+$692K

Top Sellers

1
HBCM
Heron Bay Capital Management
Michigan
-$683K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$568K
3
LCM
Landscape Capital Management
New Jersey
-$425K
4
WAM
Wolverine Asset Management
Illinois
-$361K
5
CF
Centaurus Financial
California
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$254K -$13.8K -2,885 -5%
AAM
27
Advisors Asset Management
Colorado
$248K -$53.6K -11,174 -18%
GC
28
Grimes & Company
Massachusetts
$244K – – –
NA
29
NewEdge Advisors
Louisiana
$244K -$2.88K -600 -1%
TCA
30
Transcend Capital Advisors
New Jersey
$234K +$1.2K +251 +0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$223K +$3.24K +675 +2%
CPIG
32
Chicago Partners Investment Group
Illinois
$206K -$206K -42,937 -51%
LSC
33
Logan Stone Capital
Illinois
$185K +$177K +36,956 New
1WA
34
180 Wealth Advisors
Washington
$169K +$13.2K +2,749 +9%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$107K +$10.4K +2,166 +11%
LPL Financial
36
LPL Financial
California
$106K +$6.47K +1,350 +7%
BRWA
37
B. Riley Wealth Advisors
Florida
$96K +$36.8K +7,665 +67%
WS
38
Wedbush Securities
California
$96K – – –
CL
39
CSS LLC
Illinois
$91.4K +$87.5K +18,245 New
AC
40
Almitas Capital
California
$67.4K +$63K +13,140 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$66.1K +$63.3K +13,200 New
SI
42
Stephens Inc
Arkansas
$59.6K +$1.72K +358 +3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$57K +$54.9K +11,440 New
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$55.1K -$12K -2,500 -19%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$52.1K +$49.9K +10,400 New
KPWS
46
Kestra Private Wealth Services
Texas
$50.1K – – –
CWC
47
Carolinas Wealth Consulting
North Carolina
$48.7K – – –
TLA
48
Tanglewood Legacy Advisors
Texas
$35.6K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$32.2K +$590 +123 +2%
BWP
50
Baldwin Wealth Partners
Massachusetts
$28.8K – – –
1
2
3

GLO Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2023, worth a combined $49.9M — up 18% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Heron Bay Capital Management, exiting entirely with an estimated $683K sold.

  • 65 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $49.9M of Clough Global Opportunities Fund stock for Q2 2023, up 18% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.21M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2023 was Heron Bay Capital Management, an estimated $683K sold.

Based on aggregated 13F filings for Q2 2023.