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GLO

Clough Global Opportunities Fund
GLO

60 hedge funds and large institutions have $203M invested in Clough Global Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.65% more ownership

Funds ownership: 40.32% → 43.97% (+3.7%)

1% more capital invested

Capital invested by funds: $201M → $203M (+$1.76M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

12% less funds holding

Funds holding: 68 → 60 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
60
Holders Change
-8
Holders Change %
-11.76%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
21
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$17M
2
RCM
Rivernorth Capital Management
Florida
+$7.67M
3
KIM
Karpus Investment Management
New York
+$6.3M
4
UBS Group
UBS Group
Switzerland
+$1.13M
5
ZIG
Zuckerman Investment Group
Illinois
+$922K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$7.07M
2
Bank of America
Bank of America
North Carolina
-$4.56M
3
CRC
Curi RMB Capital
Illinois
-$1.85M
4
Cohen & Steers
Cohen & Steers
New York
-$1.55M
5
GC
Guggenheim Capital
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
51
Baldwin Wealth Partners
Massachusetts
$72K – – –
Creative Planning
52
Creative Planning
Kansas
$27K – – –
TCOV
53
Trust Company of Vermont
Vermont
$22K -$6.33K -700 -22%
IA
54
IFP Advisors
Florida
$20K – – –
IIC
55
Integrated Investment Consultants
Michigan
$10K – – –
EA
56
Edge Advisors
Georgia
$9K +$9.23K +1,020 New
PCM
57
Penserra Capital Management
California
$7K +$832 +92 +12%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$2K – – –
LWM
59
LBA Wealth Management
Florida
$2K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.06K +117 New
SFG
61
SevenBridge Financial Group
Pennsylvania
$1K +$1.08K +119 New
CA
62
Cornerstone Advisors
North Carolina
– -$7.07M -731,190 Closed
RVPG
63
Relative Value Partners Group
– -$518K -53,555 Closed
VKH
64
Virtu KCG Holdings
New York
– -$145K -15,002 Closed
LPL Financial
65
LPL Financial
California
– -$143K -14,837 Closed
SG Americas Securities
66
SG Americas Securities
New York
– -$116K -11,997 Closed
LW
67
Linscomb Wealth
Texas
– -$109K -11,231 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$101K -10,475 Closed
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
– -$44K -4,550 Closed
KA
70
Klingman & Associates
New York
– -$25K -2,538 Closed
JFA
71
JNBA Financial Advisors
Minnesota
– -$22K -2,300 Closed
S
72
SignatureFD
Georgia
– -$22K -2,300 Closed
ST
73
Smithfield Trust
Pennsylvania
– -$19K -2,000 Closed
PRS
74
Pinkerton Retirement Specialists
Idaho
– -$13K -1,347 Closed
RPG
75
Risk Paradigm Group
Texas
– -$11K -1,139 Closed
1 2
3
4

GLO Hedge Fund Activity: Q4 2016 in Review

60 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2016, worth a combined $203M — up 0.88% from $201M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GLO and 8 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Saba Capital Management, adding an estimated $17M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $7.07M sold.

  • 60 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2016, down from 68 in Q3 2016.
  • Funds reported $203M of Clough Global Opportunities Fund stock for Q4 2016, up 0.88% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q4 2016 and 15 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2016 was Saba Capital Management, an estimated $17M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2016 was Cornerstone Advisors, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2016.