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GLO

Clough Global Opportunities Fund
GLO

62 hedge funds and large institutions have $63.3M invested in Clough Global Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

27% more funds holding

Funds holding: 49 → 62 (+13)

4.33% less ownership

Funds ownership: 19.28% → 14.95% (-4.3%)

16% less capital invested

Capital invested by funds: $75.7M → $63.3M (-$12.4M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.95M
2
CF
Centaurus Financial
California
+$1.03M
3
WAM
Wolverine Asset Management
Illinois
+$694K
4
NA
NewEdge Advisors
Louisiana
+$404K
5
Franklin Resources
Franklin Resources
California
+$270K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.57M
2
PAG
Private Advisor Group
New Jersey
-$2.76M
3
AAM
Advisors Asset Management
Colorado
-$1.42M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$640K
5
Invesco
Invesco
Georgia
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$54K – – –
US Bancorp
52
US Bancorp
Minnesota
$27K – – –
FAG
53
Fortitude Advisory Group
Washington
$21K +$24.1K +1,992 New
KTC
54
Kistler-Tiffany Companies
Pennsylvania
$20K +$22.6K +1,870 New
AWM
55
Avior Wealth Management
Nebraska
$17K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$8K +$9.11K +754 New
SWA
57
SOA Wealth Advisors
New York
$4K – – –
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$2.88K -$102K -8,417 -97%
NFG
59
Next Financial Group
Texas
$2K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$1K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1K +$725 +60 New
YCM
63
Yakira Capital Management
Connecticut
– -$480K -39,400 Closed
EWM
64
Empirical Wealth Management
Washington
– -$195K -16,045 Closed
MA
65
MCF Advisors
Kentucky
– -$21K -1,736 Closed
1 2
3

GLO Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2021, worth a combined $63.3M — down 16% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GLO positions and 3 closed out — a net gain of 14 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.95M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 62 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $63.3M of Clough Global Opportunities Fund stock for Q4 2021, down 16% quarter-over-quarter.
  • 17 funds opened new Clough Global Opportunities Fund positions in Q4 2021 and 3 closed out, a net change of +14 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $2.95M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2021.