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GLO

Clough Global Opportunities Fund

53 hedge funds and large institutions have $73.1M invested in Clough Global Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 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

18% more capital invested

Capital invested by funds: $62.1M → $73.1M (+$11M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

10% more funds holding

Funds holding: 4853 (+5)

2.19% more ownership

Funds ownership: 22.12%24.31% (+2.2%)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
14
Closed
5
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
$18.6M +$1.15M +122,380 +7%
SIA
2
Sit Investment Associates
Minnesota
$9.39M +$2.05M +219,010 +28%
RCM
3
Rivernorth Capital Management
Florida
$9.3M +$397K +42,364 +4%
AAM
4
Advisors Asset Management
Colorado
$7.25M -$124K -13,238 -2%
Morgan Stanley
5
Morgan Stanley
New York
$4.9M -$507K -54,064 -9%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$2.37M -$58.6K -6,252 -2%
CA
7
Cornerstone Advisors
North Carolina
$1.98M +$1.99M +211,978 New
MC
8
Matisse Capital
Oregon
$1.82M -$31.9K -3,400 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.7M +$65.1K +6,946 +4%
Wells Fargo
10
Wells Fargo
California
$1.51M -$368K -39,266 -20%
GC
11
Guggenheim Capital
Illinois
$1.43M +$266K +28,362 +23%
PAG
12
Private Advisor Group
New Jersey
$1.43M +$8.44K +900 +0.6%
AA
13
AQR Arbitrage
Connecticut
$1.3M +$493K +52,553 +61%
Lazard Asset Management
14
Lazard Asset Management
New York
$1.24M
PPA
15
Parametric Portfolio Associates
Washington
$1.16M -$6.25K -667 -0.5%
SFS
16
Shaker Financial Services
Virginia
$1.13M +$698K +74,451 +162%
CL
17
CSS LLC
Illinois
$669K +$6.25K +667 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$502K +$80.3K +8,558 +19%
RJA
19
Raymond James & Associates
Florida
$475K -$6.3K -672 -1%
UBS Group
20
UBS Group
Switzerland
$426K -$55.9K -5,957 -12%
CF
21
Centaurus Financial
California
$367K +$122 +13 +0%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$366K +$10.3K +1,103 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$363K -$731 -78 -0.2%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$360K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$332K -$50.5K -5,382 -13%

GLO Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2020, worth a combined $73.1M — up 18% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GLO positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $507K.

  • 53 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2020, up from 48 in Q2 2020.
  • Funds reported $73.1M of Clough Global Opportunities Fund stock for Q3 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Clough Global Opportunities Fund positions in Q3 2020 and 5 closed out, a net change of +5 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $2.05M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2020.