We are live on ! Find out more
GLO

Clough Global Opportunities Fund

50 hedge funds and large institutions have $237M invested in Clough Global Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.59% more ownership

Funds ownership: 36.13%36.72% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $240M → $237M (-$2.76M)

4% less funds holding

Funds holding: 5250 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49.8M +$18.5M +1,490,467 +60%
Wells Fargo
2
Wells Fargo
California
$31.6M +$2.53M +203,806 +9%
Lazard Asset Management
3
Lazard Asset Management
New York
$29.7M -$2.9M -233,724 -9%
RCM
4
Rivernorth Capital Management
Florida
$19.3M -$24.8K -2,000 -0.1%
UBS Group
5
UBS Group
Switzerland
$17.5M +$4.29M +346,053 +33%
OA
6
Oxbow Advisors
Texas
$15.5M -$440K -35,513 -3%
1CP
7
1607 Capital Partners
Virginia
$9.17M -$970K -78,300 -10%
Morgan Stanley
8
Morgan Stanley
New York
$9.16M +$198K +15,958 +2%
GC
9
Guggenheim Capital
Illinois
$8.59M -$364K -29,373 -4%
Cohen & Steers
10
Cohen & Steers
New York
$5.96M +$382K +30,831 +7%
PAIM
11
Punch & Associates Investment Management
Minnesota
$5.85M +$76.1K +6,143 +1%
Invesco
12
Invesco
Georgia
$5.13M -$1.57M -126,639 -24%
PPA
13
Parametric Portfolio Associates
Washington
$4.96M +$1.35M +109,320 +38%
RJA
14
Raymond James & Associates
Florida
$4.4M -$8.33K -672 -0.2%
EVM
15
Eaton Vance Management
Massachusetts
$3.94M +$6.47K +522 +0.2%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$3.86M +$76.4K +6,163 +2%
AAM
17
Advisors Asset Management
Colorado
$2.12M -$4.02M -324,056 -66%
RVP
18
Relative Value Partners
Illinois
$1.25M -$18K -1,455 -1%
DA
19
Doliver Advisors
Texas
$1.14M +$680K +54,914 +151%
SFS
20
Shaker Financial Services
Virginia
$1.06M -$64.4K -5,194 -6%
CA
21
Cornerstone Advisors
North Carolina
$964K -$577K -46,556 -38%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$962K -$36.7K -2,960 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$847K
HCM
24
Hollencrest Capital Management
California
$575K -$36.2K -2,924 -6%
VKH
25
Virtu KCG Holdings
New York
$531K +$284K +22,881 +116%

GLO Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2015, worth a combined $237M — down 1.2% from $240M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLO and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $12.9M sold.

  • 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $237M of Clough Global Opportunities Fund stock for Q1 2015, down 1.2% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q1 2015 and 8 closed out, a net change of -1 holder.
  • The largest Clough Global Opportunities Fund buyer in Q1 2015 was Bank of America, an estimated $18.5M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2015 was Sit Investment Associates, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2015.