Clough Global Equity Fund
GLQ
34 hedge funds and large institutions have $103M invested in Clough Global Equity Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.
7% more capital invested
Capital invested by funds: $96M → $103M (+$6.55M)
0.79% more ownership
Funds ownership: 35.79% → 36.58% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
6% less funds holding
Funds holding: 36 → 34 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.95M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.85M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$495K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$375K |
| 5 |
SG Americas Securities
New York
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.46M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$832K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$800K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$587K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$542K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
26
Raymond James Trust
St. Petersburg,
Florida
| $242K | – | – | – |
|
|
VAM
27
Visium Asset Management
New York
| $229K | +$2.88K | +191 | +1% |
|
|
HCA
28
Harbour Capital Advisors
Tysons Corner,
Virginia
| $203K | – | – | – |
|
|
MFS
29
MSI Financial Services
Springfield,
Massachusetts
| $49K | -$11.3K | -750 | -19% |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $32K | +$31K | +2,054 | New |
|
|
AIG
31
American International Group
New York
| $5.31K | – | – | – |
|
32
Citigroup
New York
| $3K | -$120K | -7,960 | -97% |
|
|
GI
33
Gradient Investments
Arden Hills,
Minnesota
| $1K | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $1K | +$574 | +38 | +100% |
|
|
DA
35
Doliver Advisors
Houston,
Texas
| – | -$832K | -55,407 | Closed |
|
|
CA
36
Cornerstone Advisors
Asheville,
North Carolina
| – | -$314K | -20,848 | Closed |
|
|
SFS
37
Shaker Financial Services
Arlington,
Virginia
| – | -$199K | -13,217 | Closed |
|
|
AC
38
Alexandria Capital
Arlington,
Virginia
| – | -$4K | -250 | Closed |
|
GLQ Hedge Fund Activity: Q4 2013 in Review
34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2013, worth a combined $103M — up 6.8% from $96M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GLQ and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 13 added.
The largest buyer was Advisors Asset Management, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $1.46M.
- 34 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2013, down from 36 in Q3 2013.
- Funds reported $103M of Clough Global Equity Fund stock for Q4 2013, up 6.8% quarter-over-quarter.
- 2 funds opened new Clough Global Equity Fund positions in Q4 2013 and 4 closed out, a net change of -2 holders.
- The largest Clough Global Equity Fund buyer in Q4 2013 was Advisors Asset Management, an estimated $3.95M added.
- The largest Clough Global Equity Fund seller in Q4 2013 was Bank of America, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2013.