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GLO

Clough Global Opportunities Fund

61 hedge funds and large institutions have $34.2M invested in Clough Global Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

20% more funds holding

Funds holding: 5161 (+10)

1.09% more ownership

Funds ownership: 15.27%16.36% (+1.1%)

2% less capital invested

Capital invested by funds: $35.1M → $34.2M (-$875K)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M +$506K +90,025 +3%
Bank of America
2
Bank of America
North Carolina
$4.12M -$2.6M -462,285 -36%
SFS
3
Shaker Financial Services
Virginia
$1.8M +$1.78M +317,651 +869%
GC
4
Guggenheim Capital
Illinois
$1.62M +$691K +122,950 +62%
CF
5
Centaurus Financial
California
$1.35M -$16.8K -2,988 -1%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$989K -$581K -103,315 -35%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$877K -$246K -43,777 -20%
WAM
8
Wolverine Asset Management
Illinois
$827K +$916K +163,054 New
LCM
9
Landscape Capital Management
New Jersey
$697K +$680K +121,095 +739%
DA
10
Doliver Advisors
Texas
$556K +$616K +109,704 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$542K -$48.9K -8,706 -8%
EC
12
Elequin Capital
New York
$532K +$589K +104,896 New
AAM
13
Advisors Asset Management
Colorado
$520K -$299K -53,222 -34%
Osaic Holdings
14
Osaic Holdings
Arizona
$489K -$287K -51,097 -35%
AGM
15
Alpine Global Management
New York
$473K +$525K +93,378 New
Wells Fargo
16
Wells Fargo
California
$456K -$127K -22,691 -20%
CPIG
17
Chicago Partners Investment Group
Illinois
$402K +$8.5K +1,512 +2%
BRWA
18
B. Riley Wealth Advisors
Florida
$353K +$101K +18,062 +35%
RJA
19
Raymond James & Associates
Florida
$328K -$26.2K -4,661 -7%
MCP
20
Mirador Capital Partners
California
$297K +$11.1K +1,980 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$275K +$2.65K +471 +0.9%
NA
22
NewEdge Advisors
Louisiana
$251K -$3.37K -600 -1%
GC
23
Grimes & Company
Massachusetts
$247K
TCA
24
Transcend Capital Advisors
New Jersey
$234K +$6.94K +1,235 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$227K -$6.69K -1,190 -3%

GLO Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Clough Global Opportunities Fund (GLO) for Q4 2022, worth a combined $34.2M — down 2.5% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GLO positions and 3 closed out — a net gain of 11 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.78M. The largest seller was Bank of America, cutting an estimated $2.6M.

  • 61 institutional investors held Clough Global Opportunities Fund (GLO) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $34.2M of Clough Global Opportunities Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 14 funds opened new Clough Global Opportunities Fund positions in Q4 2022 and 3 closed out, a net change of +11 holders.
  • The largest Clough Global Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $1.78M added.
  • The largest Clough Global Opportunities Fund seller in Q4 2022 was Bank of America, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2022.