We are live on ! Find out more
GLO

Clough Global Opportunities Fund
GLO

62 hedge funds and large institutions have $207M invested in Clough Global Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding

Funds holding: 45 → 62 (+17)

0.92% more ownership

Funds ownership: 37.44% → 38.36% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $207M → $207M (-$104K)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
62
Holders Change
+17
Holders Change %
+37.78%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
15
Reduced
20
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
+$12.1M
2
AAM
Advisors Asset Management
Colorado
+$3.42M
3
CRC
Curi RMB Capital
Illinois
+$1.15M
4
CA
Cornerstone Advisors
North Carolina
+$1.02M
5
SG Americas Securities
SG Americas Securities
New York
+$989K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9M
2
RCM
Rivernorth Capital Management
Florida
-$2.71M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.86M
4
1CP
1607 Capital Partners
Virginia
-$1.68M
5
SFS
Shaker Financial Services
Virginia
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$42.4M -$2.71M -247,859 -6%
Bank of America
2
Bank of America
North Carolina
$36.5M -$9M -823,240 -19%
OA
3
Oxbow Advisors
Texas
$15.8M +$12.1M +1,104,304 +272%
Lazard Asset Management
4
Lazard Asset Management
New York
$14.6M -$1.86M -170,288 -11%
UBS Group
5
UBS Group
Switzerland
$12.3M -$605K -55,382 -4%
AAM
6
Advisors Asset Management
Colorado
$10.5M +$3.42M +313,169 +45%
1CP
7
1607 Capital Partners
Virginia
$8.32M -$1.68M -153,669 -16%
Morgan Stanley
8
Morgan Stanley
New York
$8.22M +$362K +33,095 +4%
GC
9
Guggenheim Capital
Illinois
$6.92M +$528K +48,295 +8%
Wells Fargo
10
Wells Fargo
California
$5.72M +$261K +23,857 +5%
Cohen & Steers
11
Cohen & Steers
New York
$4.85M – – –
PAIM
12
Punch & Associates Investment Management
Minnesota
$4.58M -$287K -26,279 -6%
PPA
13
Parametric Portfolio Associates
Washington
$3.97M +$70.6K +6,463 +2%
EVM
14
Eaton Vance Management
Massachusetts
$3.23M -$60K -5,493 -2%
VIA
15
Vident Investment Advisory
Georgia
$3.06M -$429K -39,275 -12%
RJA
16
Raymond James & Associates
Florida
$2.94M -$827K -75,709 -21%
Invesco
17
Invesco
Georgia
$2.61M -$463K -42,336 -15%
GFM
18
Gramercy Funds Management
Connecticut
$2.39M +$66.7K +6,100 +3%
CRC
19
Curi RMB Capital
Illinois
$2.29M +$1.15M +105,157 +92%
DA
20
Doliver Advisors
Texas
$2.21M -$317K -29,048 -12%
MC
21
Matisse Capital
Oregon
$1.87M +$1.96M +179,160 New
CA
22
Cornerstone Advisors
North Carolina
$974K +$1.02M +93,300 New
SG Americas Securities
23
SG Americas Securities
New York
$945K +$989K +90,552 New
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$809K +$169K +15,500 +25%
MIG
25
Mariner Investment Group
New York
$772K +$808K +73,958 New
1
2 3

GLO Hedge Fund Activity: Q4 2015 in Review

62 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2015, worth a combined $207M — down 0.05% from $207M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GLO positions and 0 closed out — a net gain of 17 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $12.1M. The largest seller was Bank of America, cutting an estimated $9M.

  • 62 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2015, up from 45 in Q3 2015.
  • Funds reported $207M of Clough Global Opportunities Fund stock for Q4 2015, down 0.05% quarter-over-quarter.
  • 17 funds opened new Clough Global Opportunities Fund positions in Q4 2015 and 0 closed out, a net change of +17 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2015 was Oxbow Advisors, an estimated $12.1M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2015 was Bank of America, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2015.