Clough Global Equity Fund
GLQ
33 hedge funds and large institutions have $45.2M invested in Clough Global Equity Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 32 → 33 (+1)
1.05% less ownership
Funds ownership: 20.68% → 19.63% (-1.1%)
7% less capital invested
Capital invested by funds: $48.8M → $45.2M (-$3.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.92M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.11M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.08M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$939K |
| 5 |
Morgan Stanley
New York
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.7M |
| 2 |
SCM
Saba Capital Management
New York
|
-$3.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.93M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.93M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $74K | +$77.2K | +5,639 | New |
|
|
CCA
27
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $47K | +$48.6K | +3,551 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $40K | -$699 | -51 | -2% |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| $27K | -$73.1K | -5,334 | -72% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
|
SFM
32
Signet Financial Management
Parsippany,
New Jersey
| $7K | +$7.08K | +517 | New |
|
|
GWS
33
Glassman Wealth Services
Vienna,
Virginia
| $6K | +$6.03K | +440 | New |
|
|
SIA
34
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$3.7M | -276,705 | Closed |
|
|
SCM
35
Saba Capital Management
New York
| – | -$3.46M | -258,662 | Closed |
|
36
Citigroup
New York
| – | -$168K | -12,530 | Closed |
|
|
HCA
37
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$159K | -11,897 | Closed |
|
38
SEI Investments
Oaks,
Pennsylvania
| – | -$5K | -364 | Closed |
|
GLQ Hedge Fund Activity: Q1 2018 in Review
33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2018, worth a combined $45.2M — down 7.4% from $48.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GLQ positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.92M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.7M sold.
- 33 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $45.2M of Clough Global Equity Fund stock for Q1 2018, down 7.4% quarter-over-quarter.
- 7 funds opened new Clough Global Equity Fund positions in Q1 2018 and 6 closed out, a net change of +1 holder.
- The largest Clough Global Equity Fund buyer in Q1 2018 was Shaker Financial Services, an estimated $3.92M added.
- The largest Clough Global Equity Fund seller in Q1 2018 was Sit Investment Associates, an estimated $3.7M sold.
Based on aggregated 13F filings for Q1 2018.