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GLO

Clough Global Opportunities Fund
GLO

69 hedge funds and large institutions have $83.8M invested in Clough Global Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

76% more capital invested

Capital invested by funds: $47.7M → $83.8M (+$36.1M)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

17.1% more ownership

Funds ownership: 26.02% → 43.12% (+17%)

10% more funds holding

Funds holding: 63 → 69 (+6)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.5M
2
SIA
Sit Investment Associates
Minnesota
+$3.97M
3
MP
Mangrove Partners
Connecticut
+$1.77M
4
MC
Matisse Capital
Oregon
+$1.19M
5
CA
Cornerstone Advisors
North Carolina
+$978K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$468K
2
Bank of America
Bank of America
North Carolina
-$439K
3
GC
Guggenheim Capital
Illinois
-$333K
4
CF
Centaurus Financial
California
-$297K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
51
Tanglewood Legacy Advisors
Texas
$33.4K – – –
BWP
52
Baldwin Wealth Partners
Massachusetts
$27K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$26.3K +$1.48K +330 +6%
BC
54
Barrett & Company
Rhode Island
$21.9K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$18K +$17K +3,783 New
Comerica Bank
56
Comerica Bank
Texas
$17.3K -$177K -39,359 -91%
HCM
57
Hollencrest Capital Management
California
$16.4K – – –
Wells Fargo
58
Wells Fargo
California
$12.8K -$468K -104,051 -97%
IA
59
IFP Advisors
Florida
$8.57K – – –
MA
60
MCF Advisors
Kentucky
$8.16K – – –
BWM
61
Baystate Wealth Management
Massachusetts
$7.2K +$6.88K +1,531 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
ASN
63
Advisory Services Network
Georgia
$4.7K +$4.5K +1,000 New
VWM
64
Venturi Wealth Management
Texas
$3.84K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$3K -$1.82K -404 -36%
NS
66
NBC Securities
Alabama
$3K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$652 – – –
TRCT
68
Tower Research Capital (TRC)
New York
$625 – – –
SIS
69
Sound Income Strategies
Florida
$503 – – –
EC
70
Elequin Capital
New York
– -$64.7K -14,607 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$46.2K -10,438 Closed
AWM
72
Ameliora Wealth Management
Switzerland
– -$22.7K -5,154 Closed
Creative Planning
73
Creative Planning
Kansas
– -$8.29K -1,870 Closed
SWA
74
SOA Wealth Advisors
New York
– -$2.05K -463 Closed
1 2
3

GLO Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2023, worth a combined $83.8M — up 76% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.5M. The largest seller was Wells Fargo, cutting an estimated $468K.

  • 69 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $83.8M of Clough Global Opportunities Fund stock for Q4 2023, up 76% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $21.5M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2023 was Wells Fargo, an estimated $468K sold.

Based on aggregated 13F filings for Q4 2023.