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GLO

Clough Global Opportunities Fund
GLO

68 hedge funds and large institutions have $201M invested in Clough Global Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $180M → $201M (+$20.6M)

8% more funds holding

Funds holding: 63 → 68 (+5)

2.86% more ownership

Funds ownership: 37.46% → 40.32% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
21
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$7.06M
2
CRC
Curi RMB Capital
Illinois
+$3.04M
3
KIM
Karpus Investment Management
New York
+$2.62M
4
RCM
Rivernorth Capital Management
Florida
+$2.13M
5
FIMG
Financial & Investment Management Group
Michigan
+$1.78M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.89M
2
MIG
Mariner Investment Group
New York
-$1.13M
3
SG Americas Securities
SG Americas Securities
New York
-$445K
4
AAM
Advisors Asset Management
Colorado
-$378K
5
TC
TFS Capital
Pennsylvania
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$48.4M +$2.13M +221,120 +5%
Bank of America
2
Bank of America
North Carolina
$33.5M +$130K +13,424 +0.4%
UBS Group
3
UBS Group
Switzerland
$13.4M +$1.3M +134,296 +11%
Lazard Asset Management
4
Lazard Asset Management
New York
$12.8M -$198K -20,548 -2%
1CP
5
1607 Capital Partners
Virginia
$12.6M +$261K +27,065 +2%
AAM
6
Advisors Asset Management
Colorado
$9.4M -$378K -39,120 -4%
Morgan Stanley
7
Morgan Stanley
New York
$7.26M +$235K +24,390 +3%
CA
8
Cornerstone Advisors
North Carolina
$7.07M +$7.06M +731,190 New
GC
9
Guggenheim Capital
Illinois
$5.81M -$265K -27,444 -4%
MC
10
Matisse Capital
Oregon
$5.74M +$53.1K +5,500 +0.9%
Wells Fargo
11
Wells Fargo
California
$5.74M +$706K +73,126 +14%
RJA
12
Raymond James & Associates
Florida
$4.83M +$763K +79,051 +19%
Cohen & Steers
13
Cohen & Steers
New York
$4.4M – – –
VIA
14
Vident Investment Advisory
Georgia
$3.88M +$624K +64,711 +19%
CRC
15
Curi RMB Capital
Illinois
$3.56M +$3.04M +314,719 +594%
Invesco
16
Invesco
Georgia
$3.35M +$393K +40,696 +13%
KIM
17
Karpus Investment Management
New York
$2.62M +$2.62M +271,293 New
DA
18
Doliver Advisors
Texas
$2.54M +$163K +16,884 +7%
FIMG
19
Financial & Investment Management Group
Michigan
$1.78M +$1.78M +184,307 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.16M – – –
MIG
21
Mariner Investment Group
New York
$849K -$1.13M -116,829 -57%
BC
22
Brinker Capital
Pennsylvania
$754K -$47.3K -4,897 -6%
SFS
23
Shaker Financial Services
Virginia
$753K +$752K +77,887 New
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$749K – – –
OC
25
Oppenheimer & Co
New York
$705K +$3.86K +400 +0.6%
1
2 3

GLO Hedge Fund Activity: Q3 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2016, worth a combined $201M — up 11% from $180M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GLO positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $7.06M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $2.89M sold.

  • 68 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $201M of Clough Global Opportunities Fund stock for Q3 2016, up 11% quarter-over-quarter.
  • 15 funds opened new Clough Global Opportunities Fund positions in Q3 2016 and 7 closed out, a net change of +8 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2016 was Cornerstone Advisors, an estimated $7.06M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2016 was Punch & Associates Investment Management, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2016.