Clough Global Opportunities Fund
GLO
49 hedge funds and large institutions have $75.7M invested in Clough Global Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 14 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
2.52% less ownership
Funds ownership: 21.8% → 19.28% (-2.5%)
6% less funds holding
Funds holding: 52 → 49 (-3)
11% less capital invested
Capital invested by funds: $85M → $75.7M (-$9.33M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$8.9M |
| 2 |
Morgan Stanley
New York
|
+$7.31M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.49M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.38M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$11.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$3.62M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$930K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$930K | -76,843 | Closed |
|
|
HHGC
52
Hunting Hill Global Capital
New York
| – | -$530K | -43,833 | Closed |
|
|
RCM
53
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$438K | -36,235 | Closed |
|
54
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$251K | -20,779 | Closed |
|
55
Mercer Global Advisors
Denver,
Colorado
| – | -$190K | -15,700 | Closed |
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$189K | -15,631 | Closed |
|
|
CL
57
CSS LLC
Chicago,
Illinois
| – | -$121K | -10,000 | Closed |
|
58
Citigroup
New York
| – | -$80K | -6,625 | Closed |
|
|
BBPWM
59
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$58K | -4,775 | Closed |
|
|
PMFA
60
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$46K | -3,781 | Closed |
|
|
WPA
61
West Paces Advisors
Atlanta,
Georgia
| – | -$3.79K | -313 | Closed |
|
|
FIA
62
FNY Investment Advisers
New York
| – | -$1K | -150 | Closed |
|
GLO Hedge Fund Activity: Q3 2021 in Review
49 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2021, worth a combined $75.7M — down 11% from $85M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of GLO and 11 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $8.9M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $11.3M sold.
- 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2021, down from 52 in Q2 2021.
- Funds reported $75.7M of Clough Global Opportunities Fund stock for Q3 2021, down 11% quarter-over-quarter.
- 11 funds opened new Clough Global Opportunities Fund positions in Q3 2021 and 14 closed out, a net change of -3 holders.
- The largest Clough Global Opportunities Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $8.9M added.
- The largest Clough Global Opportunities Fund seller in Q3 2021 was Sit Investment Associates, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2021.