Clough Global Opportunities Fund
GLO
55 hedge funds and large institutions have $211M invested in Clough Global Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
10% more funds holding
Funds holding: 50 → 55 (+5)
1% more capital invested
Capital invested by funds: $210M → $211M (+$1.9M)
0.28% more ownership
Funds ownership: 31.46% → 31.75% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.92M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.24M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.46M |
| 4 |
SCM
Saba Capital Management
New York
|
+$1.06M |
| 5 |
DT
Diversified Trust
Memphis,
Tennessee
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.28M |
| 2 |
Lazard Asset Management
New York
|
-$4.28M |
| 3 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$3.32M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.2M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$653K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $49.1K | -$220K | -17,150 | -82% |
|
52
Creative Planning
Overland Park,
Kansas
| $35K | -$7.35K | -573 | -17% |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $20K | – | – | – |
|
|
MFS
54
MSI Financial Services
Springfield,
Massachusetts
| $6K | – | – | – |
|
|
WA
55
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $1K | -$17.8K | -1,386 | -97% |
|
|
RJFSA
57
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$222K | -17,222 | Closed |
|
|
FANJ
58
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$16K | -1,220 | Closed |
|
|
NES
59
New England Securities
New York
| – | -$1K | -100 | Closed |
|
GLO Hedge Fund Activity: Q3 2013 in Review
55 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2013, worth a combined $211M — up 0.91% from $210M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GLO positions and 3 closed out — a net gain of 5 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $5.28M.
- 55 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2013, up from 50 in Q2 2013.
- Funds reported $211M of Clough Global Opportunities Fund stock for Q3 2013, up 0.91% quarter-over-quarter.
- 8 funds opened new Clough Global Opportunities Fund positions in Q3 2013 and 3 closed out, a net change of +5 holders.
- The largest Clough Global Opportunities Fund buyer in Q3 2013 was Wells Fargo, an estimated $7.92M added.
- The largest Clough Global Opportunities Fund seller in Q3 2013 was Guggenheim Capital, an estimated $5.28M sold.
Based on aggregated 13F filings for Q3 2013.