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GLO

Clough Global Opportunities Fund

52 hedge funds and large institutions have $51.8M invested in Clough Global Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

4% more funds holding

Funds holding: 5052 (+2)

2.1% more ownership

Funds ownership: 17.41%19.51% (+2.1%)

15% less capital invested

Capital invested by funds: $60.7M → $51.8M (-$8.93M)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11.4M -$1.57M -165,622 -11%
Bank of America
2
Bank of America
North Carolina
$11.1M +$6.7M +706,193 +110%
Morgan Stanley
3
Morgan Stanley
New York
$6.21M +$1.06M +111,225 +17%
AAM
4
Advisors Asset Management
Colorado
$4.73M +$933K +98,312 +21%
Lazard Asset Management
5
Lazard Asset Management
New York
$1.85M -$193K -20,332 -8%
CA
6
Cornerstone Advisors
North Carolina
$1.61M +$1.85M +195,345 New
Wells Fargo
7
Wells Fargo
California
$1.35M +$95.7K +10,090 +7%
PAG
8
Private Advisor Group
New Jersey
$1.3M -$108K -11,430 -7%
Invesco
9
Invesco
Georgia
$1.1M -$55.3K -5,831 -4%
GC
10
Guggenheim Capital
Illinois
$930K -$186K -19,568 -15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$929K +$178K +18,805 +20%
PPA
12
Parametric Portfolio Associates
Washington
$777K -$38.1K -4,020 -4%
MML Investors Services
13
MML Investors Services
Massachusetts
$723K +$38.7K +4,080 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$687K -$2.04M -215,412 -72%
UBS Group
15
UBS Group
Switzerland
$664K +$120K +12,650 +19%
SFS
16
Shaker Financial Services
Virginia
$639K +$641K +67,588 +676%
OC
17
Oppenheimer & Co
New York
$585K +$85K +8,956 +14%
CL
18
CSS LLC
Illinois
$543K +$11.4K +1,200 +2%
WAM
19
Weiss Asset Management
Massachusetts
$534K +$616K +64,933 New
RJA
20
Raymond James & Associates
Florida
$420K -$304K -32,092 -39%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$359K +$91.3K +9,623 +28%
AG
22
Advisor Group
Arizona
$325K +$26.5K +2,794 +8%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$317K
WAM
24
Wolverine Asset Management
Illinois
$275K +$317K +33,462 New
FIMG
25
Financial & Investment Management Group
Michigan
$262K -$9.86K -1,039 -3%

GLO Hedge Fund Activity: Q4 2018 in Review

52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2018, worth a combined $51.8M — down 15% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GLO positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $6.7M. The largest seller was Royal Bank of Canada, cutting an estimated $2.04M.

  • 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2018, up from 50 in Q3 2018.
  • Funds reported $51.8M of Clough Global Opportunities Fund stock for Q4 2018, down 15% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q4 2018 and 6 closed out, a net change of +2 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2018 was Bank of America, an estimated $6.7M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2018 was Royal Bank of Canada, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2018.