We are live on ! Find out more
GLO

Clough Global Opportunities Fund

54 hedge funds and large institutions have $61.4M invested in Clough Global Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1.53% more ownership

Funds ownership: 14.95%16.48% (+1.5%)

3% less capital invested

Capital invested by funds: $63.3M → $61.4M (-$1.85M)

13% less funds holding

Funds holding: 6254 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21M +$12M +1,235,440 +123%
Bank of America
2
Bank of America
North Carolina
$13.1M -$425K -43,833 -3%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.28M -$665K -68,588 -13%
AAM
4
Advisors Asset Management
Colorado
$2.66M -$2.95M -304,405 -52%
CF
5
Centaurus Financial
California
$2.44M +$1.23M +127,121 +96%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.14M +$147K +15,159 +7%
GC
7
Guggenheim Capital
Illinois
$1.91M +$182K +18,726 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.9M +$293K +30,229 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.08M -$108K -11,174 -9%
SFS
10
Shaker Financial Services
Virginia
$1.07M -$1.27M -130,665 -53%
Wells Fargo
11
Wells Fargo
California
$840K +$55.4K +5,709 +7%
RJA
12
Raymond James & Associates
Florida
$691K -$21.3K -2,192 -3%
MCP
13
Mirador Capital Partners
California
$586K -$251K -25,880 -29%
HighTower Advisors
14
HighTower Advisors
Illinois
$528K +$5.35K +552 +1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$507K +$520K +53,617 New
GC
16
Grimes & Company
Massachusetts
$459K +$473K +48,776 New
BRWA
17
B. Riley Wealth Advisors
Florida
$431K -$32.4K -3,343 -7%
NA
18
NewEdge Advisors
Louisiana
$423K +$112K +11,540 +35%
TCA
19
Transcend Capital Advisors
New Jersey
$417K +$12.1K +1,246 +3%
CPIG
20
Chicago Partners Investment Group
Illinois
$400K +$282K +29,074 +148%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$377K -$19.2K -1,981 -5%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$362K
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$333K -$167K -17,175 -33%
UBS Group
24
UBS Group
Switzerland
$292K -$48.2K -4,965 -14%
PAG
25
Private Advisor Group
New Jersey
$285K -$9.47K -976 -3%

GLO Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q1 2022, worth a combined $61.4M — down 2.9% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GLO and 8 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was Advisors Asset Management, cutting an estimated $2.95M.

  • 54 institutional investors held Clough Global Opportunities Fund (GLO) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $61.4M of Clough Global Opportunities Fund stock for Q1 2022, down 2.9% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest Clough Global Opportunities Fund buyer in Q1 2022 was Morgan Stanley, an estimated $12M added.
  • The largest Clough Global Opportunities Fund seller in Q1 2022 was Advisors Asset Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2022.