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GLO

Clough Global Opportunities Fund

49 hedge funds and large institutions have $75.7M invested in Clough Global Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2.52% less ownership

Funds ownership: 21.8%19.28% (-2.5%)

6% less funds holding

Funds holding: 5249 (-3)

11% less capital invested

Capital invested by funds: $85M → $75.7M (-$9.33M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
12
Closed
14
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
$17.5M -$10.5M -831,628 -37%
Morgan Stanley
2
Morgan Stanley
New York
$15.8M +$7.31M +579,120 +81%
AAM
3
Advisors Asset Management
Colorado
$8.59M +$8.9M +705,259 New
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$6.26M +$1.49M +118,276 +30%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.23M +$482K +38,203 +17%
PAG
6
Private Advisor Group
New Jersey
$3.16M +$1.38M +109,350 +73%
GC
7
Guggenheim Capital
Illinois
$2.54M -$333K -26,429 -11%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.31M +$921K +73,013 +63%
PPA
9
Parametric Portfolio Associates
Washington
$1.78M -$3.07M -243,443 -63%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.5M +$353K +27,973 +29%
Invesco
11
Invesco
Georgia
$1.36M -$77.3K -6,130 -5%
Wells Fargo
12
Wells Fargo
California
$1.15M -$356K -28,232 -23%
MCP
13
Mirador Capital Partners
California
$1.03M +$108K +8,587 +11%
RJA
14
Raymond James & Associates
Florida
$1.03M +$134K +10,642 +14%
HighTower Advisors
15
HighTower Advisors
Illinois
$683K -$4.79K -380 -0.7%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$634K +$4.84K +384 +0.7%
CF
17
Centaurus Financial
California
$569K +$87.1K +6,907 +17%
BRWA
18
B. Riley Wealth Advisors
Florida
$522K +$35.4K +2,804 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$513K -$1.67K -132 -0.3%
TCA
20
Transcend Capital Advisors
New Jersey
$488K +$52.6K +4,168 +12%
YCM
21
Yakira Capital Management
Connecticut
$480K -$3.62M -287,092 -88%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$469K
SPIA
23
Steward Partners Investment Advisory
New York
$431K +$285K +22,575 +176%
UBS Group
24
UBS Group
Switzerland
$426K -$12.1K -962 -3%
WS
25
Wedbush Securities
California
$349K

GLO Hedge Fund Activity: Q3 2021 in Review

49 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2021, worth a combined $75.7M — down 11% from $85M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GLO and 11 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $8.9M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $11.3M sold.

  • 49 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2021, down from 52 in Q2 2021.
  • Funds reported $75.7M of Clough Global Opportunities Fund stock for Q3 2021, down 11% quarter-over-quarter.
  • 11 funds opened new Clough Global Opportunities Fund positions in Q3 2021 and 14 closed out, a net change of -3 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $8.9M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2021 was Sit Investment Associates, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2021.