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GLO

Clough Global Opportunities Fund

52 hedge funds and large institutions have $46M invested in Clough Global Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

18% more funds holding

Funds holding: 4452 (+8)

1.02% more ownership

Funds ownership: 17.87%18.89% (+1%)

17% less capital invested

Capital invested by funds: $55.6M → $46M (-$9.59M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.5M +$905K +94,450 +7%
Morgan Stanley
2
Morgan Stanley
New York
$8.03M +$702K +73,268 +9%
AAM
3
Advisors Asset Management
Colorado
$5.78M +$484K +50,523 +9%
WAM
4
Weiss Asset Management
Massachusetts
$1.77M +$1.81M +189,500 New
SFS
5
Shaker Financial Services
Virginia
$1.73M +$1.78M +185,412 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.6M +$62.6K +6,536 +4%
Wells Fargo
7
Wells Fargo
California
$1.41M +$74.7K +7,798 +5%
Lazard Asset Management
8
Lazard Asset Management
New York
$1.24M -$893K -93,284 -41%
GC
9
Guggenheim Capital
Illinois
$1.01M -$23.4K -2,448 -2%
UBS Group
10
UBS Group
Switzerland
$917K +$81.6K +8,520 +10%
MML Investors Services
11
MML Investors Services
Massachusetts
$841K +$9.91K +1,035 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$790K -$24.3K -2,540 -3%
Millennium Management
13
Millennium Management
New York
$703K +$721K +75,237 New
CL
14
CSS LLC
Illinois
$629K +$11.7K +1,225 +2%
PPA
15
Parametric Portfolio Associates
Washington
$535K -$282K -29,465 -34%
Invesco
16
Invesco
Georgia
$528K -$565K -59,007 -51%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$360K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$358K +$31.9K +3,334 +10%
AG
19
Advisor Group
Arizona
$356K -$13.5K -1,405 -4%
SIA
20
Sit Investment Associates
Minnesota
$295K +$302K +31,550 New
DA
21
Doliver Advisors
Texas
$290K +$298K +31,065 New
CF
22
Centaurus Financial
California
$282K +$287K +30,006 +15,155%
RJA
23
Raymond James & Associates
Florida
$267K -$32.1K -3,356 -11%
WS
24
Wedbush Securities
California
$261K +$30.6K +3,190 +13%
Stifel Financial
25
Stifel Financial
Missouri
$253K -$5.8K -606 -2%

GLO Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2019, worth a combined $46M — down 17% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GLO positions and 4 closed out — a net gain of 9 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $1.81M. The largest seller was Lazard Asset Management, cutting an estimated $893K.

  • 52 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2019, up from 44 in Q1 2019.
  • Funds reported $46M of Clough Global Opportunities Fund stock for Q2 2019, down 17% quarter-over-quarter.
  • 13 funds opened new Clough Global Opportunities Fund positions in Q2 2019 and 4 closed out, a net change of +9 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2019 was Weiss Asset Management, an estimated $1.81M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2019 was Lazard Asset Management, an estimated $893K sold.

Based on aggregated 13F filings for Q2 2019.