Clough Global Opportunities Fund
GLO
50 hedge funds and large institutions have $237M invested in Clough Global Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
0.59% more ownership
Funds ownership: 36.13% → 36.72% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $240M → $237M (-$2.76M)
4% less funds holding
Funds holding: 52 → 50 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.29M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.53M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.35M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$12.9M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.02M |
| 3 |
Lazard Asset Management
New York
|
-$2.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.57M |
| 5 |
SG Americas Securities
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAA
51
Managed Account Advisors
Jersey City,
New Jersey
| $1K | +$694 | +56 | New |
|
|
SIA
52
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$12.9M | -1,002,443 | Closed |
|
|
53
SG Americas Securities
New York
| – | -$1.07M | -83,519 | Closed |
|
|
LW
54
Linscomb Wealth
Houston,
Texas
| – | -$174K | -13,579 | Closed |
|
|
WS
55
Wedbush Securities
Los Angeles,
California
| – | -$160K | -12,465 | Closed |
|
|
CCS
56
Crosspoint Capital Strategies
Orinda,
California
| – | -$54K | -4,239 | Closed |
|
|
NPC
57
National Planning Corporation
El Segundo,
California
| – | -$7.53K | -610 | Closed |
|
|
BRWA
58
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$5 | -389 | Closed |
|
GLO Hedge Fund Activity: Q1 2015 in Review
50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2015, worth a combined $237M — down 1.2% from $240M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of GLO and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.
The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $12.9M sold.
- 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2015, down from 52 in Q4 2014.
- Funds reported $237M of Clough Global Opportunities Fund stock for Q1 2015, down 1.2% quarter-over-quarter.
- 7 funds opened new Clough Global Opportunities Fund positions in Q1 2015 and 8 closed out, a net change of -1 holder.
- The largest Clough Global Opportunities Fund buyer in Q1 2015 was Bank of America, an estimated $18.5M added.
- The largest Clough Global Opportunities Fund seller in Q1 2015 was Sit Investment Associates, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2015.