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GLO

Clough Global Opportunities Fund

50 hedge funds and large institutions have $60.7M invested in Clough Global Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4650 (+4)

2.44% less ownership

Funds ownership: 19.85%17.41% (-2.4%)

14% less capital invested

Capital invested by funds: $70.3M → $60.7M (-$9.53M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$16.8M -$7.09M -633,329 -29%
Bank of America
2
Bank of America
North Carolina
$6.97M -$882K -78,788 -11%
Morgan Stanley
3
Morgan Stanley
New York
$6.97M +$612K +54,692 +9%
AAM
4
Advisors Asset Management
Colorado
$5.16M -$409K -36,523 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.24M +$152K +13,606 +5%
Lazard Asset Management
6
Lazard Asset Management
New York
$2.66M -$280K -25,021 -9%
PAG
7
Private Advisor Group
New Jersey
$1.83M +$1.28M +114,439 +210%
Wells Fargo
8
Wells Fargo
California
$1.67M -$141K -12,594 -8%
Invesco
9
Invesco
Georgia
$1.51M +$122K +10,874 +8%
GC
10
Guggenheim Capital
Illinois
$1.44M -$481K -42,990 -24%
BC
11
Brinker Capital
Pennsylvania
$1.36M +$471K +42,051 +51%
PPA
12
Parametric Portfolio Associates
Washington
$1.07M +$211K +18,882 +24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.02M +$326K +29,105 +45%
MML Investors Services
14
MML Investors Services
Massachusetts
$909K +$939K +83,817 New
RJA
15
Raymond James & Associates
Florida
$901K -$115K -10,246 -11%
UBS Group
16
UBS Group
Switzerland
$738K +$21.7K +1,934 +3%
CL
17
CSS LLC
Illinois
$702K -$460K -41,080 -39%
OC
18
Oppenheimer & Co
New York
$674K -$83.7K -7,476 -11%
CCP
19
Cardan Capital Partners
Colorado
$564K +$26.3K +2,346 +5%
AA
20
Advisory Alpha
Michigan
$518K +$222K +19,867 +58%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$417K
Stifel Financial
22
Stifel Financial
Missouri
$408K +$42.3K +3,775 +11%
AG
23
Advisor Group
Arizona
$398K +$131K +11,715 +47%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$368K +$7.79K +696 +2%
FIMG
25
Financial & Investment Management Group
Michigan
$356K -$17.1K -1,530 -4%

GLO Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2018, worth a combined $60.7M — down 14% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GLO positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $1.28M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.09M.

  • 50 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $60.7M of Clough Global Opportunities Fund stock for Q3 2018, down 14% quarter-over-quarter.
  • 10 funds opened new Clough Global Opportunities Fund positions in Q3 2018 and 5 closed out, a net change of +5 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $1.28M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2018.