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GLO

Clough Global Opportunities Fund
GLO

63 hedge funds and large institutions have $47.7M invested in Clough Global Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

1.97% more ownership

Funds ownership: 24.06% → 26.02% (+2%)

4% less capital invested

Capital invested by funds: $49.9M → $47.7M (-$2.21M)

3% less funds holding

Funds holding: 65 → 63 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.32M
2
CA
Cornerstone Advisors
North Carolina
+$1.41M
3
MP
Mangrove Partners
Connecticut
+$1.16M
4
AA
AQR Arbitrage
Connecticut
+$827K
5
SIA
Sit Investment Associates
Minnesota
+$636K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$723K
2
DA
Doliver Advisors
Texas
-$548K
3
Osaic Holdings
Osaic Holdings
Arizona
-$385K
4
SFS
Shaker Financial Services
Virginia
-$361K
5
LCM
Landscape Capital Management
New Jersey
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hollencrest Capital Management
California
$15.5K – – –
Creative Planning
52
Creative Planning
Kansas
$8.29K +$9.07K +1,870 New
IA
53
IFP Advisors
Florida
$8.08K – – –
MA
54
MCF Advisors
Kentucky
$7.69K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.93K +398 +41%
Bessemer Group
56
Bessemer Group
New Jersey
$5K +$645 +133 +13%
VWM
57
Venturi Wealth Management
Texas
$3.62K – – –
NS
58
NBC Securities
Alabama
$3K +$3.75K +773 New
NA
59
NewEdge Advisors
Louisiana
$2.44K -$233K -48,100 -99%
SWA
60
SOA Wealth Advisors
New York
$2.05K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$615 – – –
TRCT
62
Tower Research Capital (TRC)
New York
$587 – – –
SIS
63
Sound Income Strategies
Florida
$474 – – –
DA
64
Doliver Advisors
Texas
– -$548K -109,404 Closed
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
– -$304K -60,719 Closed
AAM
66
Advisors Asset Management
Colorado
– -$248K -49,582 Closed
BRWA
67
B. Riley Wealth Advisors
Florida
– -$96K -19,165 Closed
AC
68
Almitas Capital
California
– -$67.4K -13,140 Closed
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
– -$57K -11,440 Closed
VFPW
70
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$52.1K -10,400 Closed
CWC
71
Carolinas Wealth Consulting
North Carolina
– -$48.7K -9,716 Closed
1 2
3

GLO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2023, worth a combined $47.7M — down 4.4% from $49.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $2.32M. The largest seller was Bank of America, cutting an estimated $723K.

  • 63 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $47.7M of Clough Global Opportunities Fund stock for Q3 2023, down 4.4% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of -1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $2.32M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2023 was Bank of America, an estimated $723K sold.

Based on aggregated 13F filings for Q3 2023.