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GLO

Clough Global Opportunities Fund
GLO

45 hedge funds and large institutions have $207M invested in Clough Global Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 43 → 45 (+2)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.16% less ownership

Funds ownership: 38.6% → 37.44% (-1.2%)

14% less capital invested

Capital invested by funds: $241M → $207M (-$33.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
7
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$2.71M
2
GFM
Gramercy Funds Management
Connecticut
+$2.62M
3
DA
Doliver Advisors
Texas
+$2.53M
4
AAM
Advisors Asset Management
Colorado
+$1.94M
5
SFS
Shaker Financial Services
Virginia
+$1.87M

Top Sellers

1
OA
Oxbow Advisors
Texas
-$9.6M
2
Lazard Asset Management
Lazard Asset Management
New York
-$9.4M
3
UBS Group
UBS Group
Switzerland
-$2.29M
4
GC
Guggenheim Capital
Illinois
-$1.16M
5
Invesco
Invesco
Georgia
-$853K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$46.2M +$1.29M +109,345 +3%
RCM
2
Rivernorth Capital Management
Florida
$46.1M +$405K +34,432 +0.8%
Lazard Asset Management
3
Lazard Asset Management
New York
$16.8M -$9.4M -799,377 -34%
UBS Group
4
UBS Group
Switzerland
$13.2M -$2.29M -195,059 -14%
1CP
5
1607 Capital Partners
Virginia
$10.2M +$2.71M +230,505 +32%
Morgan Stanley
6
Morgan Stanley
New York
$8.07M +$13.5K +1,149 +0.2%
AAM
7
Advisors Asset Management
Colorado
$7.44M +$1.94M +164,768 +31%
GC
8
Guggenheim Capital
Illinois
$6.58M -$1.16M -98,396 -14%
Wells Fargo
9
Wells Fargo
California
$5.61M +$161K +13,666 +3%
PAIM
10
Punch & Associates Investment Management
Minnesota
$4.98M +$99.8K +8,488 +2%
Cohen & Steers
11
Cohen & Steers
New York
$4.97M -$159K -13,557 -3%
OA
12
Oxbow Advisors
Texas
$4.35M -$9.6M -816,967 -67%
PPA
13
Parametric Portfolio Associates
Washington
$4M -$317K -26,931 -7%
RJA
14
Raymond James & Associates
Florida
$3.82M +$101K +8,623 +2%
VIA
15
Vident Investment Advisory
Georgia
$3.55M -$85.8K -7,298 -2%
EVM
16
Eaton Vance Management
Massachusetts
$3.37M -$5.91K -503 -0.2%
Invesco
17
Invesco
Georgia
$3.12M -$853K -72,582 -20%
DA
18
Doliver Advisors
Texas
$2.58M +$2.53M +215,620 +845%
GFM
19
Gramercy Funds Management
Connecticut
$2.39M +$2.62M +223,000 New
SFS
20
Shaker Financial Services
Virginia
$1.83M +$1.87M +159,170 +1,292%
CRC
21
Curi RMB Capital
Illinois
$1.22M +$1.34M +114,291 New
VKH
22
Virtu KCG Holdings
New York
$1.08M +$837K +71,191 +242%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$920K +$237K +20,201 +31%
RVPG
24
Relative Value Partners Group
$751K -$22.8K -1,937 -3%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$663K -$686K -58,365 -48%
1
2

GLO Hedge Fund Activity: Q3 2015 in Review

45 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2015, worth a combined $207M — down 14% from $241M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLO positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $2.71M. The largest seller was Oxbow Advisors, cutting an estimated $9.6M.

  • 45 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2015, up from 43 in Q2 2015.
  • Funds reported $207M of Clough Global Opportunities Fund stock for Q3 2015, down 14% quarter-over-quarter.
  • 7 funds opened new Clough Global Opportunities Fund positions in Q3 2015 and 5 closed out, a net change of +2 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2015 was 1607 Capital Partners, an estimated $2.71M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2015 was Oxbow Advisors, an estimated $9.6M sold.

Based on aggregated 13F filings for Q3 2015.