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GLO

Clough Global Opportunities Fund
GLO

65 hedge funds and large institutions have $49.9M invested in Clough Global Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $42.4M → $49.9M (+$7.5M)

12% more funds holding

Funds holding: 58 → 65 (+7)

2.87% more ownership

Funds ownership: 21.18% → 24.06% (+2.9%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.21M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.39M
3
MP
Mangrove Partners
Connecticut
+$1.19M
4
RL
RPO LLC
Connecticut
+$870K
5
CA
Cornerstone Advisors
North Carolina
+$692K

Top Sellers

1
HBCM
Heron Bay Capital Management
Michigan
-$683K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$568K
3
LCM
Landscape Capital Management
New Jersey
-$425K
4
WAM
Wolverine Asset Management
Illinois
-$361K
5
CF
Centaurus Financial
California
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Ameliora Wealth Management
Switzerland
$25.9K – – –
BC
52
Barrett & Company
Rhode Island
$23.4K – – –
UBS Group
53
UBS Group
Switzerland
$18.7K -$29.7K -6,193 -62%
EC
54
Elequin Capital
New York
$18K -$74K -15,423 -81%
HCM
55
Hollencrest Capital Management
California
$17.5K – – –
KTC
56
Kistler-Tiffany Companies
Pennsylvania
$9.37K – – –
IA
57
IFP Advisors
Florida
$9.13K – – –
MA
58
MCF Advisors
Kentucky
$8.7K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$5K +$4.77K +995 New
VWM
61
Venturi Wealth Management
Texas
$4.09K – – –
SWA
62
SOA Wealth Advisors
New York
$2.32K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$695 – – –
TRCT
64
Tower Research Capital (TRC)
New York
$666 – – –
SIS
65
Sound Income Strategies
Florida
$536 – – –
HBCM
66
Heron Bay Capital Management
Michigan
– -$683K -139,650 Closed
MCP
67
Mirador Capital Partners
California
– -$184K -37,579 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$144K -29,413 Closed
IFWM
69
Institute for Wealth Management
Colorado
– -$50.5K -10,336 Closed
1 2
3

GLO Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2023, worth a combined $49.9M — up 18% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Heron Bay Capital Management, exiting entirely with an estimated $683K sold.

  • 65 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $49.9M of Clough Global Opportunities Fund stock for Q2 2023, up 18% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.21M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2023 was Heron Bay Capital Management, an estimated $683K sold.

Based on aggregated 13F filings for Q2 2023.