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GLO

Clough Global Opportunities Fund

48 hedge funds and large institutions have $45.4M invested in Clough Global Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

1.46% less ownership

Funds ownership: 16.48%15.02% (-1.5%)

11% less funds holding

Funds holding: 5448 (-6)

26% less capital invested

Capital invested by funds: $61.4M → $45.4M (-$16M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$1.23M +151,452 +7%
Bank of America
2
Bank of America
North Carolina
$9.49M -$867K -106,802 -8%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$2.55M -$879K -108,269 -24%
CF
4
Centaurus Financial
California
$2.12M +$240K +29,595 +11%
AAM
5
Advisors Asset Management
Colorado
$1.75M -$364K -44,872 -16%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.74M +$54.5K +6,707 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.61M -$67.4K -8,306 -4%
GC
8
Guggenheim Capital
Illinois
$1.6M +$119K +14,628 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$871K +$30.7K +3,776 +3%
Wells Fargo
10
Wells Fargo
California
$678K +$24.4K +3,011 +3%
RJA
11
Raymond James & Associates
Florida
$510K -$32.3K -3,979 -5%
MCP
12
Mirador Capital Partners
California
$427K -$33.6K -4,139 -7%
CPIG
13
Chicago Partners Investment Group
Illinois
$407K +$37.7K +4,648 +10%
GC
14
Grimes & Company
Massachusetts
$359K
NA
15
NewEdge Advisors
Louisiana
$356K +$28.4K +3,500 +8%
TCA
16
Transcend Capital Advisors
New Jersey
$328K +$2.05K +253 +0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$314K +$21.4K +2,637 +7%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$283K
PAG
19
Private Advisor Group
New Jersey
$261K +$42.6K +5,245 +17%
BRWA
20
B. Riley Wealth Advisors
Florida
$211K -$140K -17,215 -38%
1WA
21
180 Wealth Advisors
Washington
$199K +$7.63K +940 +4%
UBS Group
22
UBS Group
Switzerland
$197K -$34K -4,192 -14%
WS
23
Wedbush Securities
California
$187K -$13.8K -1,694 -6%
SI
24
Stephens Inc
Arkansas
$159K +$3.27K +403 +2%
CWC
25
Carolinas Wealth Consulting
North Carolina
$139K

GLO Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q2 2022, worth a combined $45.4M — down 26% from $61.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GLO and 4 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $1.23M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.07M sold.

  • 48 institutional investors held Clough Global Opportunities Fund (GLO) as of Q2 2022, down from 54 in Q1 2022.
  • Funds reported $45.4M of Clough Global Opportunities Fund stock for Q2 2022, down 26% quarter-over-quarter.
  • 4 funds opened new Clough Global Opportunities Fund positions in Q2 2022 and 10 closed out, a net change of -6 holders.
  • The largest Clough Global Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $1.23M added.
  • The largest Clough Global Opportunities Fund seller in Q2 2022 was Shaker Financial Services, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2022.