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GLO

Clough Global Opportunities Fund
GLO

49 hedge funds and large institutions have $203M invested in Clough Global Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.75% less ownership

Funds ownership: 32.5% → 30.75% (-1.8%)

7% less capital invested

Capital invested by funds: $220M → $203M (-$16.4M)

8% less funds holding

Funds holding: 53 → 49 (-4)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
12
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.15M
2
Wells Fargo
Wells Fargo
California
+$2M
3
Cohen & Steers
Cohen & Steers
New York
+$716K
4
OA
Oxbow Advisors
Texas
+$399K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$245K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$4.49M
2
Invesco
Invesco
Georgia
-$2.19M
3
AAM
Advisors Asset Management
Colorado
-$1.7M
4
GC
Guggenheim Capital
Illinois
-$1.32M
5
SFS
Shaker Financial Services
Virginia
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$46.1M -$4.49M -348,027 -9%
Wells Fargo
2
Wells Fargo
California
$22.8M +$2M +154,893 +9%
OA
3
Oxbow Advisors
Texas
$21M +$399K +30,937 +2%
RCM
4
Rivernorth Capital Management
Florida
$19.2M +$201K +15,600 +1%
AAM
5
Advisors Asset Management
Colorado
$12.3M -$1.7M -131,880 -12%
Bank of America
6
Bank of America
North Carolina
$11.1M -$535K -41,472 -5%
1CP
7
1607 Capital Partners
Virginia
$9.48M -$155K -12,000 -2%
Morgan Stanley
8
Morgan Stanley
New York
$9.39M -$124K -9,591 -1%
GC
9
Guggenheim Capital
Illinois
$8.44M -$1.32M -102,538 -13%
Invesco
10
Invesco
Georgia
$8.34M -$2.19M -170,105 -21%
PAIM
11
Punch & Associates Investment Management
Minnesota
$4.83M +$245K +19,025 +5%
EVM
12
Eaton Vance Management
Massachusetts
$4.8M +$216K +16,757 +5%
RJA
13
Raymond James & Associates
Florida
$4.67M +$4.15M +321,898 +722%
Cohen & Steers
14
Cohen & Steers
New York
$4.66M +$716K +55,555 +18%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$2.65M -$2.37K -184 -0.1%
PPA
16
Parametric Portfolio Associates
Washington
$2.03M +$86.5K +6,709 +4%
BI
17
Bulldog Investors
New Jersey
$1.73M – – –
RVP
18
Relative Value Partners
Illinois
$1.57M -$14.8K -1,150 -0.9%
SCM
19
Saba Capital Management
New York
$1.05M – – –
HCM
20
Hollencrest Capital Management
California
$975K -$30.9K -2,396 -3%
SFS
21
Shaker Financial Services
Virginia
$935K -$1.28M -99,197 -57%
U
22
UBS
Switzerland
$684K -$486K -37,738 -41%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$580K -$72K -5,587 -11%
DA
24
Doliver Advisors
Texas
$508K -$120K -9,301 -19%
OC
25
Oppenheimer & Co
New York
$447K +$31.5K +2,446 +7%
1
2 3

GLO Hedge Fund Activity: Q1 2014 in Review

49 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2014, worth a combined $203M — down 7.5% from $220M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.15M. The largest seller was Lazard Asset Management, cutting an estimated $4.49M.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2014, down from 53 in Q4 2013.
  • Funds reported $203M of Clough Global Opportunities Fund stock for Q1 2014, down 7.5% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q1 2014 and 8 closed out, a net change of -3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2014 was Raymond James & Associates, an estimated $4.15M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2014 was Lazard Asset Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2014.