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GLO

Clough Global Opportunities Fund

51 hedge funds and large institutions have $35.1M invested in Clough Global Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 4851 (+3)

0.24% more ownership

Funds ownership: 15.02%15.27% (+0.24%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

23% less capital invested

Capital invested by funds: $45.4M → $35.1M (-$10.3M)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$1.77M +249,826 +10%
Bank of America
2
Bank of America
North Carolina
$7.08M -$116K -16,395 -1%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.66M -$344K -48,524 -14%
CF
4
Centaurus Financial
California
$1.5M -$135K -19,007 -7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.21M -$13.8K -1,945 -0.9%
GC
6
Guggenheim Capital
Illinois
$1.1M -$145K -20,481 -9%
AAM
7
Advisors Asset Management
Colorado
$866K -$584K -82,300 -35%
Osaic Holdings
8
Osaic Holdings
Arizona
$820K -$631K -88,900 -38%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$643K -$20.6K -2,904 -2%
Wells Fargo
10
Wells Fargo
California
$626K +$144K +20,316 +22%
CPIG
11
Chicago Partners Investment Group
Illinois
$454K +$180K +25,432 +48%
RJA
12
Raymond James & Associates
Florida
$385K -$773 -109 -0.2%
MCP
13
Mirador Capital Partners
California
$314K -$11.3K -1,591 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$291K +$376K +52,968 New
BRWA
15
B. Riley Wealth Advisors
Florida
$287K +$163K +22,945 +80%
NA
16
NewEdge Advisors
Louisiana
$282K +$15.6K +2,200 +5%
GC
17
Grimes & Company
Massachusetts
$271K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$256K +$23.7K +3,338 +8%
TCA
19
Transcend Capital Advisors
New Jersey
$250K +$2.2K +310 +0.7%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$214K
SFS
21
Shaker Financial Services
Virginia
$203K +$259K +36,560 New
PAG
22
Private Advisor Group
New Jersey
$201K +$3.75K +529 +1%
1WA
23
180 Wealth Advisors
Washington
$147K -$3.76K -530 -2%
UBS Group
24
UBS Group
Switzerland
$147K -$2.84K -400 -1%
WS
25
Wedbush Securities
California
$141K

GLO Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q3 2022, worth a combined $35.1M — down 23% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GLO positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.77M. The largest seller was Osaic Holdings, cutting an estimated $631K.

  • 51 institutional investors held Clough Global Opportunities Fund (GLO) as of Q3 2022, up from 48 in Q2 2022.
  • Funds reported $35.1M of Clough Global Opportunities Fund stock for Q3 2022, down 23% quarter-over-quarter.
  • 8 funds opened new Clough Global Opportunities Fund positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Clough Global Opportunities Fund buyer in Q3 2022 was Morgan Stanley, an estimated $1.77M added.
  • The largest Clough Global Opportunities Fund seller in Q3 2022 was Osaic Holdings, an estimated $631K sold.

Based on aggregated 13F filings for Q3 2022.