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GLO

Clough Global Opportunities Fund

53 hedge funds and large institutions have $183M invested in Clough Global Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 4953 (+4)

0.65% more ownership

Funds ownership: 28.97%29.62% (+0.65%)

6% less capital invested

Capital invested by funds: $195M → $183M (-$11.9M)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
20
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$33.9M +$79.7K +6,325 +0.2%
Wells Fargo
2
Wells Fargo
California
$23.3M +$1.15M +91,488 +5%
RCM
3
Rivernorth Capital Management
Florida
$18.5M
Bank of America
4
Bank of America
North Carolina
$13.3M +$2.98M +236,761 +27%
Morgan Stanley
5
Morgan Stanley
New York
$9.74M +$240K +19,012 +2%
1CP
6
1607 Capital Partners
Virginia
$8.93M +$169K +13,370 +2%
OA
7
Oxbow Advisors
Texas
$8.92M -$1.3M -103,343 -12%
AAM
8
Advisors Asset Management
Colorado
$8.9M -$742K -58,839 -7%
GC
9
Guggenheim Capital
Illinois
$8.17M +$520K +41,283 +6%
Invesco
10
Invesco
Georgia
$6.59M -$691K -54,835 -9%
PAIM
11
Punch & Associates Investment Management
Minnesota
$5.04M +$92.4K +7,329 +2%
Cohen & Steers
12
Cohen & Steers
New York
$4.91M +$110K +8,757 +2%
RJA
13
Raymond James & Associates
Florida
$4.23M -$156K -12,366 -3%
EVM
14
Eaton Vance Management
Massachusetts
$3.95M +$32.8K +2,600 +0.8%
SFS
15
Shaker Financial Services
Virginia
$3.36M -$586K -46,514 -14%
PPA
16
Parametric Portfolio Associates
Washington
$3.34M +$79K +6,266 +2%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$2.75M +$34.6K +2,746 +1%
RCM
18
Robinson Capital Management
Michigan
$2.72M +$972K +77,119 +51%
TC
19
TFS Capital
Pennsylvania
$1.77M +$588K +46,678 +46%
DA
20
Doliver Advisors
Texas
$1.61M +$917K +72,781 +116%
RVP
21
Relative Value Partners
Illinois
$1.39M -$47.4K -3,761 -3%
U
22
UBS
Switzerland
$1.17M +$533K +42,275 +76%
VKH
23
Virtu KCG Holdings
New York
$1.07M +$1.13M +89,659 New
HCM
24
Hollencrest Capital Management
California
$799K -$71K -5,631 -8%
Jane Street
25
Jane Street
New York
$574K +$607K +48,121 New

GLO Hedge Fund Activity: Q3 2014 in Review

53 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2014, worth a combined $183M — down 6.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $2.98M. The largest seller was Bulldog Investors, exiting entirely with an estimated $1.76M sold.

  • 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2014, up from 49 in Q2 2014.
  • Funds reported $183M of Clough Global Opportunities Fund stock for Q3 2014, down 6.1% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q3 2014 and 7 closed out, a net change of +4 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2014 was Bank of America, an estimated $2.98M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2014 was Bulldog Investors, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2014.