Clough Global Equity Fund
GLQ
33 hedge funds and large institutions have $95.9M invested in Clough Global Equity Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.73% less ownership
Funds ownership: 36.58% → 34.86% (-1.7%)
3% less funds holding
Funds holding: 34 → 33 (-1)
6% less capital invested
Capital invested by funds: $103M → $95.9M (-$6.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$4.45M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.02M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.06M |
| 4 |
Morgan Stanley
New York
|
+$280K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.8M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$3.71M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.15M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$515K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $227K | +$221K | +14,367 | +4,251% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $48K | – | – | – |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $31K | +$30.8K | +2,000 | New |
|
29
Envestnet Asset Management
Chicago,
Illinois
| $31K | +$30.9K | +2,007 | New |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $21K | -$10.8K | -700 | -34% |
|
31
Citigroup
New York
| $21K | +$18.2K | +1,183 | +577% |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $1K | -$586 | -38 | -50% |
|
|
GI
33
Gradient Investments
Arden Hills,
Minnesota
| $1K | – | – | – |
|
|
WAM
34
Weiss Asset Management
Boston,
Massachusetts
| – | -$515K | -32,797 | Closed |
|
|
VAM
35
Visium Asset Management
New York
| – | -$229K | -14,515 | Closed |
|
|
HCA
36
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$203K | -12,897 | Closed |
|
GLQ Hedge Fund Activity: Q1 2014 in Review
33 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2014, worth a combined $95.9M — down 6.5% from $103M a quarter earlier.
Fund positioning in GLQ was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 12 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $4.45M. The largest seller was Bank of America, cutting an estimated $4.8M.
- 33 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2014, down from 34 in Q4 2013.
- Funds reported $95.9M of Clough Global Equity Fund stock for Q1 2014, down 6.5% quarter-over-quarter.
- 3 funds opened new Clough Global Equity Fund positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest Clough Global Equity Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $4.45M added.
- The largest Clough Global Equity Fund seller in Q1 2014 was Bank of America, an estimated $4.8M sold.
Based on aggregated 13F filings for Q1 2014.