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GLO

Clough Global Opportunities Fund

63 hedge funds and large institutions have $180M invested in Clough Global Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

5% more funds holding

Funds holding: 6063 (+3)

3% less capital invested

Capital invested by funds: $187M → $180M (-$6.05M)

1.34% less ownership

Funds ownership: 38.81%37.46% (-1.3%)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
20
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Klingman & Associates
New York
$24K
S
52
SignatureFD
Georgia
$21K
ST
53
Smithfield Trust
Pennsylvania
$19K
MFS
54
MSI Financial Services
Massachusetts
$10K -$6.25K -665 -38%
IIC
55
Integrated Investment Consultants
Michigan
$10K
WP
56
WealthPLAN Partners
Nebraska
$7.94K +$16K +1,700 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$6K
IA
58
IFP Advisors
Florida
$6K +$5.63K +599 New
PCM
59
Penserra Capital Management
California
$5K
CBT
60
Central Bank & Trust
Kentucky
$3K
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$2K
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$1.2K +$1.21K +129 New
TRCT
63
Tower Research Capital (TRC)
New York
$1K +$958 +102 New
SFG
64
SevenBridge Financial Group
Pennsylvania
$1K +$1.12K +119 New
PPA
65
Parametric Portfolio Associates
Washington
-$3.51M -366,196 Closed
GFM
66
Gramercy Funds Management
Connecticut
-$882K -92,118 Closed
SFS
67
Shaker Financial Services
Virginia
-$464K -48,421 Closed
CCM
68
Coe Capital Management
Illinois
-$287K -30,000 Closed
FIMG
69
Financial & Investment Management Group
Michigan
-$157K -16,385 Closed
AIG
70
American International Group
New York
-$148K -15,400 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$100K -10,395 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
-$5K -500 Closed

GLO Hedge Fund Activity: Q2 2016 in Review

63 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2016, worth a combined $180M — down 3.2% from $187M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 8 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Matisse Capital, adding an estimated $2.46M. The largest seller was Wells Fargo, cutting an estimated $5.32M.

  • 63 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2016, up from 60 in Q1 2016.
  • Funds reported $180M of Clough Global Opportunities Fund stock for Q2 2016, down 3.2% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q2 2016 and 8 closed out, a net change of +3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2016 was Matisse Capital, an estimated $2.46M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2016 was Wells Fargo, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2016.