Clough Global Opportunities Fund
GLO
52 hedge funds and large institutions have $240M invested in Clough Global Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.
31% more capital invested
Capital invested by funds: $183M → $240M (+$56.8M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
6.51% more ownership
Funds ownership: 29.62% → 36.13% (+6.5%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
2% less funds holding
Funds holding: 53 → 52 (-1)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$12M |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
+$6.41M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.56M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.03M |
| 2 |
Lazard Asset Management
New York
|
-$2.69M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.29M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.77M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
51
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | +$2.4K | +200 | New |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| $5 | +$4.67K | +389 | New |
|
|
TC
53
TFS Capital
West Chester,
Pennsylvania
| – | -$1.77M | -148,195 | Closed |
|
54
Jane Street
New York
| – | -$574K | -48,121 | Closed |
|
|
HB
55
Homrich & Berg
Atlanta,
Georgia
| – | -$348K | -29,179 | Closed |
|
|
PAG
56
Private Advisor Group
Morristown,
New Jersey
| – | -$168K | -14,113 | Closed |
|
57
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$139K | -11,670 | Closed |
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$136K | -11,400 | Closed |
|
59
Goldman Sachs
New York
| – | -$128K | -10,710 | Closed |
|
|
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| – | -$41K | -3,441 | Closed |
|
61
Ameriprise
Minneapolis,
Minnesota
| – | -$16K | -1,364 | Closed |
|
|
FANJ
62
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$15K | -1,220 | Closed |
|
GLO Hedge Fund Activity: Q4 2014 in Review
52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2014, worth a combined $240M — up 31% from $183M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GLO positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $16.6M. The largest seller was Advisors Asset Management, cutting an estimated $3.03M.
- 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2014, down from 53 in Q3 2014.
- Funds reported $240M of Clough Global Opportunities Fund stock for Q4 2014, up 31% quarter-over-quarter.
- 11 funds opened new Clough Global Opportunities Fund positions in Q4 2014 and 10 closed out, a net change of +1 holder.
- The largest Clough Global Opportunities Fund buyer in Q4 2014 was Bank of America, an estimated $16.6M added.
- The largest Clough Global Opportunities Fund seller in Q4 2014 was Advisors Asset Management, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2014.