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GLO

Clough Global Opportunities Fund
GLO

49 hedge funds and large institutions have $195M invested in Clough Global Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less capital invested

Capital invested by funds: $203M → $195M (-$8.59M)

1.78% less ownership

Funds ownership: 30.75% → 28.97% (-1.8%)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.23M
2
RCM
Robinson Capital Management
Michigan
+$1.92M
3
PPA
Parametric Portfolio Associates
Washington
+$1.45M
4
TC
TFS Capital
Pennsylvania
+$1.29M
5
Wells Fargo
Wells Fargo
California
+$905K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$10.1M
2
Lazard Asset Management
Lazard Asset Management
New York
-$9.89M
3
AAM
Advisors Asset Management
Colorado
-$2.05M
4
Invesco
Invesco
Georgia
-$589K
5
LW
Linscomb Wealth
Texas
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$36.9M -$9.89M -780,703 -22%
Wells Fargo
2
Wells Fargo
California
$24.1M +$905K +71,386 +4%
RCM
3
Rivernorth Capital Management
Florida
$20.2M +$531K +41,939 +3%
Bank of America
4
Bank of America
North Carolina
$11.4M +$79.6K +6,283 +0.7%
OA
5
Oxbow Advisors
Texas
$11.1M -$10.1M -798,413 -48%
AAM
6
Advisors Asset Management
Colorado
$10.5M -$2.05M -161,926 -17%
Morgan Stanley
7
Morgan Stanley
New York
$10.4M +$769K +60,723 +8%
1CP
8
1607 Capital Partners
Virginia
$9.55M -$115K -9,054 -1%
GC
9
Guggenheim Capital
Illinois
$8.37M -$240K -18,973 -3%
Invesco
10
Invesco
Georgia
$7.9M -$589K -46,497 -7%
PAIM
11
Punch & Associates Investment Management
Minnesota
$5.4M +$465K +36,695 +10%
Cohen & Steers
12
Cohen & Steers
New York
$5.23M +$460K +36,337 +10%
RJA
13
Raymond James & Associates
Florida
$4.77M +$5.84K +461 +0.1%
EVM
14
Eaton Vance Management
Massachusetts
$4.27M +$16.5K +1,300 +0.4%
SFS
15
Shaker Financial Services
Virginia
$4.26M +$3.23M +254,684 +347%
PPA
16
Parametric Portfolio Associates
Washington
$3.56M +$1.45M +114,696 +72%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$2.97M +$260K +20,486 +10%
RCM
18
Robinson Capital Management
Michigan
$1.88M +$1.92M +151,167 New
BI
19
Bulldog Investors
New Jersey
$1.76M – – –
RVP
20
Relative Value Partners
Illinois
$1.56M -$42K -3,317 -3%
TC
21
TFS Capital
Pennsylvania
$1.32M +$1.29M +101,517 New
SCM
22
Saba Capital Management
New York
$1.07M – – –
HCM
23
Hollencrest Capital Management
California
$944K -$49.9K -3,934 -5%
DA
24
Doliver Advisors
Texas
$814K +$288K +22,744 +57%
U
25
UBS
Switzerland
$725K +$27.6K +2,177 +4%
1
2 3

GLO Hedge Fund Activity: Q2 2014 in Review

49 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2014, worth a combined $195M — down 4.2% from $203M a quarter earlier.

Fund positioning in GLO was balanced in Q2 2014: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.23M. The largest seller was Oxbow Advisors, cutting an estimated $10.1M.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $195M of Clough Global Opportunities Fund stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 5 funds opened new Clough Global Opportunities Fund positions in Q2 2014 and 5 closed out, a net change of 0 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2014 was Shaker Financial Services, an estimated $3.23M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2014 was Oxbow Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2014.