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GLO

Clough Global Opportunities Fund

52 hedge funds and large institutions have $240M invested in Clough Global Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $183M → $240M (+$56.8M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6.51% more ownership

Funds ownership: 29.62%36.13% (+6.5%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2% less funds holding

Funds holding: 5352 (-1)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
15
Reduced
15
Closed
10
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
$33.6M -$2.69M -224,172 -8%
Bank of America
2
Bank of America
North Carolina
$32.1M +$16.6M +1,386,661 +124%
Wells Fargo
3
Wells Fargo
California
$29.9M +$4.56M +379,943 +19%
RCM
4
Rivernorth Capital Management
Florida
$19.9M
OA
5
Oxbow Advisors
Texas
$16.4M +$6.41M +534,505 +71%
UBS Group
6
UBS Group
Switzerland
$13.6M +$12.7M +1,059,720 New
SIA
7
Sit Investment Associates
Minnesota
$12.9M +$12M +1,002,443 New
1CP
8
1607 Capital Partners
Virginia
$10.4M +$792K +65,999 +9%
Morgan Stanley
9
Morgan Stanley
New York
$9.22M -$1.17M -97,472 -12%
GC
10
Guggenheim Capital
Illinois
$9.22M +$411K +34,279 +5%
Invesco
11
Invesco
Georgia
$6.9M -$170K -14,195 -3%
AAM
12
Advisors Asset Management
Colorado
$6.33M -$3.03M -252,375 -34%
PAIM
13
Punch & Associates Investment Management
Minnesota
$5.94M +$489K +40,709 +10%
Cohen & Steers
14
Cohen & Steers
New York
$5.74M +$436K +36,303 +9%
RJA
15
Raymond James & Associates
Florida
$4.53M -$12.7K -1,060 -0.3%
EVM
16
Eaton Vance Management
Massachusetts
$4.04M -$188K -15,624 -5%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$3.9M +$876K +72,980 +32%
PPA
18
Parametric Portfolio Associates
Washington
$3.7M +$99.8K +8,312 +3%
CA
19
Cornerstone Advisors
North Carolina
$1.59M +$1.19M +99,274 +403%
RVP
20
Relative Value Partners
Illinois
$1.3M -$174K -14,469 -12%
SFS
21
Shaker Financial Services
Virginia
$1.16M -$2.29M -191,184 -68%
SG Americas Securities
22
SG Americas Securities
New York
$1.07M +$1M +83,519 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.03M +$733K +61,045 +318%
HighTower Advisors
24
HighTower Advisors
Illinois
$872K +$576K +47,965 +239%
HCM
25
Hollencrest Capital Management
California
$629K -$215K -17,926 -27%

GLO Hedge Fund Activity: Q4 2014 in Review

52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2014, worth a combined $240M — up 31% from $183M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLO positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $16.6M. The largest seller was Advisors Asset Management, cutting an estimated $3.03M.

  • 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2014, down from 53 in Q3 2014.
  • Funds reported $240M of Clough Global Opportunities Fund stock for Q4 2014, up 31% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q4 2014 and 10 closed out, a net change of +1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q4 2014 was Bank of America, an estimated $16.6M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2014 was Advisors Asset Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2014.