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GLO

Clough Global Opportunities Fund
GLO

69 hedge funds and large institutions have $83.8M invested in Clough Global Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

76% more capital invested

Capital invested by funds: $47.7M → $83.8M (+$36.1M)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

17.1% more ownership

Funds ownership: 26.02% → 43.12% (+17%)

10% more funds holding

Funds holding: 63 → 69 (+6)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.5M
2
SIA
Sit Investment Associates
Minnesota
+$3.97M
3
MP
Mangrove Partners
Connecticut
+$1.77M
4
MC
Matisse Capital
Oregon
+$1.19M
5
CA
Cornerstone Advisors
North Carolina
+$978K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$468K
2
Bank of America
Bank of America
North Carolina
-$439K
3
GC
Guggenheim Capital
Illinois
-$333K
4
CF
Centaurus Financial
California
-$297K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
26
FinTrust Capital Advisors
South Carolina
$272K +$260K +57,776 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$239K +$23.9K +5,311 +12%
GC
28
Grimes & Company
Massachusetts
$237K +$4.98K +1,108 +2%
CF
29
Centaurus Financial
California
$215K -$297K -66,062 -59%
CIA
30
Concurrent Investment Advisors
Florida
$199K +$190K +42,340 New
TCA
31
Transcend Capital Advisors
New Jersey
$187K -$52.9K -11,763 -23%
1WA
32
180 Wealth Advisors
Washington
$172K +$1.48K +330 +0.9%
RJA
33
Raymond James & Associates
Florida
$155K -$59.5K -13,245 -29%
Walleye Capital
34
Walleye Capital
New York
$143K -$87.6K -19,496 -39%
NA
35
NewEdge Advisors
Louisiana
$120K +$113K +25,230 +4,579%
JP Morgan Chase
36
JP Morgan Chase
New York
$114K -$14.4K -3,204 -12%
WS
37
Wedbush Securities
California
$95K -$29.2K -6,500 -24%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$94.6K +$24.3K +5,400 +37%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$94.4K -$5.62K -1,250 -6%
Jane Street
40
Jane Street
New York
$93.8K +$89.7K +19,954 New
CL
41
CSS LLC
Illinois
$93.3K +$2.83K +629 +3%
LPL Financial
42
LPL Financial
California
$92.9K -$5.84K -1,300 -6%
NC
43
NBW Capital
Massachusetts
$76.4K +$73K +16,247 New
CPIG
44
Chicago Partners Investment Group
Illinois
$74.2K +$13K +2,889 +22%
SI
45
Stephens Inc
Arkansas
$58.9K +$1.23K +273 +2%
Nomura Holdings
46
Nomura Holdings
Japan
$57.8K +$55.3K +12,300 New
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$47K -$4.5K -1,000 -9%
KPWS
48
Kestra Private Wealth Services
Texas
$47K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$40.9K +$4 +1 +0%
UBS Group
50
UBS Group
Switzerland
$40.1K -$3.21K -715 -8%
1
2
3

GLO Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2023, worth a combined $83.8M — up 76% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.5M. The largest seller was Wells Fargo, cutting an estimated $468K.

  • 69 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $83.8M of Clough Global Opportunities Fund stock for Q4 2023, up 76% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21.5M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2023 was Wells Fargo, an estimated $468K sold.

Based on aggregated 13F filings for Q4 2023.