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GLO

Clough Global Opportunities Fund
GLO

68 hedge funds and large institutions have $201M invested in Clough Global Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $180M → $201M (+$20.6M)

8% more funds holding

Funds holding: 63 → 68 (+5)

2.86% more ownership

Funds ownership: 37.46% → 40.32% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
21
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$7.06M
2
CRC
Curi RMB Capital
Illinois
+$3.04M
3
KIM
Karpus Investment Management
New York
+$2.62M
4
RCM
Rivernorth Capital Management
Florida
+$2.13M
5
FIMG
Financial & Investment Management Group
Michigan
+$1.78M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.89M
2
MIG
Mariner Investment Group
New York
-$1.13M
3
SG Americas Securities
SG Americas Securities
New York
-$445K
4
AAM
Advisors Asset Management
Colorado
-$378K
5
TC
TFS Capital
Pennsylvania
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
51
Two Sigma Securities
New York
$100K +$99.6K +10,320 New
BWP
52
Baldwin Wealth Partners
Massachusetts
$77K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$44K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$37K +$31.3K +3,241 +506%
TCOV
55
Trust Company of Vermont
Vermont
$31K +$30.9K +3,200 New
Creative Planning
56
Creative Planning
Kansas
$29K -$10.9K -1,125 -27%
KA
57
Klingman & Associates
New York
$25K – – –
S
58
SignatureFD
Georgia
$22K – – –
IA
59
IFP Advisors
Florida
$22K +$15.7K +1,629 +272%
JFA
60
JNBA Financial Advisors
Minnesota
$22K +$22.2K +2,300 New
ST
61
Smithfield Trust
Pennsylvania
$19K – – –
PRS
62
Pinkerton Retirement Specialists
Idaho
$13K +$13K +1,347 New
RPG
63
Risk Paradigm Group
Texas
$11K +$11K +1,139 New
MFS
64
MSI Financial Services
Massachusetts
$11K – – –
IIC
65
Integrated Investment Consultants
Michigan
$10K – – –
WP
66
WealthPLAN Partners
Nebraska
$8.18K -$8.2K -850 -50%
PCM
67
Penserra Capital Management
California
$7K +$1.78K +184 +33%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$2K – – –
PAIM
69
Punch & Associates Investment Management
Minnesota
– -$2.89M -309,440 Closed
SBIA
70
Sheaff Brock Investment Advisors
Indiana
– -$145K -15,500 Closed
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
– -$109K -11,674 Closed
CWM
72
Concert Wealth Management
California
– -$94K -10,043 Closed
CBT
73
Central Bank & Trust
Kentucky
– -$3K -300 Closed
SFG
74
SevenBridge Financial Group
Pennsylvania
– -$1K -119 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$1K -102 Closed
1 2
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GLO Hedge Fund Activity: Q3 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2016, worth a combined $201M — up 11% from $180M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GLO positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $7.06M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $2.89M sold.

  • 68 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $201M of Clough Global Opportunities Fund stock for Q3 2016, up 11% quarter-over-quarter.
  • 15 funds opened new Clough Global Opportunities Fund positions in Q3 2016 and 7 closed out, a net change of +8 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2016 was Cornerstone Advisors, an estimated $7.06M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2016 was Punch & Associates Investment Management, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2016.