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GLO

Clough Global Opportunities Fund

62 hedge funds and large institutions have $63.3M invested in Clough Global Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

27% more funds holding

Funds holding: 4962 (+13)

4.33% less ownership

Funds ownership: 19.28%14.95% (-4.3%)

16% less capital invested

Capital invested by funds: $75.7M → $63.3M (-$12.4M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
19
Closed
3
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
$15.3M +$74.1K +6,136 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M -$3.57M -295,548 -23%
AAM
3
Advisors Asset Management
Colorado
$6.25M -$1.42M -117,913 -17%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$5.57M +$119K +9,861 +2%
SFS
5
Shaker Financial Services
Virginia
$2.6M +$2.95M +244,473 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.25M -$640K -52,963 -20%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.13M +$121K +10,044 +5%
GC
8
Guggenheim Capital
Illinois
$1.96M -$293K -24,253 -12%
PPA
9
Parametric Portfolio Associates
Washington
$1.6M +$56.5K +4,680 +3%
CF
10
Centaurus Financial
California
$1.41M +$1.03M +85,367 +183%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.34M +$31.3K +2,588 +2%
MCP
12
Mirador Capital Partners
California
$938K +$41.2K +3,415 +4%
Wells Fargo
13
Wells Fargo
California
$889K -$128K -10,617 -11%
RJA
14
Raymond James & Associates
Florida
$804K -$107K -8,893 -11%
Invesco
15
Invesco
Georgia
$742K -$509K -42,110 -38%
WAM
16
Wolverine Asset Management
Illinois
$611K +$694K +57,493 New
HighTower Advisors
17
HighTower Advisors
Illinois
$588K -$14.5K -1,197 -2%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$559K +$6.5K +538 +1%
BRWA
19
B. Riley Wealth Advisors
Florida
$523K +$76.2K +6,309 +15%
TCA
20
Transcend Capital Advisors
New Jersey
$458K +$56.9K +4,707 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$447K -$1.12K -93 -0.2%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$410K
UBS Group
23
UBS Group
Switzerland
$382K +$12.4K +1,023 +3%
NA
24
NewEdge Advisors
Louisiana
$356K +$404K +33,411 New
PAG
25
Private Advisor Group
New Jersey
$332K -$2.76M -228,557 -88%

GLO Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2021, worth a combined $63.3M — down 16% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GLO positions and 3 closed out — a net gain of 14 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.95M. The largest seller was Morgan Stanley, cutting an estimated $3.57M.

  • 62 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $63.3M of Clough Global Opportunities Fund stock for Q4 2021, down 16% quarter-over-quarter.
  • 17 funds opened new Clough Global Opportunities Fund positions in Q4 2021 and 3 closed out, a net change of +14 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $2.95M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2021.