Clough Global Equity Fund
GLQ
35 hedge funds and large institutions have $33.3M invested in Clough Global Equity Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
40% more funds holding
Funds holding: 25 → 35 (+10)
0.44% more ownership
Funds ownership: 27.5% → 27.93% (+0.44%)
26% less capital invested
Capital invested by funds: $44.7M → $33.3M (-$11.5M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$857K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$357K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$338K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$303K |
| 5 |
Morgan Stanley
New York
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$903K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$635K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$357K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$73.6K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$72.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
26
Allred Capital Management
Dallas,
Texas
| $108K | +$129K | +10,021 | New |
|
|
MOS
27
MGO One Seven
Beachwood,
Ohio
| $47K | +$56.3K | +4,385 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $33K | +$1.81K | +141 | +5% |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| $21K | +$25.7K | +2,000 | New |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $12K | +$14.1K | +1,100 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $10K | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
WCM
33
WealthBridge Capital Management
Westerville,
Ohio
| $1K | +$924 | +72 | New |
|
|
NA
34
NewEdge Advisors
New Orleans,
Louisiana
| $120 | -$8.11K | -632 | -5% |
|
|
SFM
35
Signet Financial Management
Parsippany,
New Jersey
| – | -$8K | -517 | Closed |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| – | -$1K | -72 | Closed |
|
|
FIA
37
FNY Investment Advisers
New York
| – | +$26 | +2 | New |
|
GLQ Hedge Fund Activity: Q4 2018 in Review
35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2018, worth a combined $33.3M — down 26% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GLQ positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $857K. The largest seller was Raymond James & Associates, cutting an estimated $903K.
- 35 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2018, up from 25 in Q3 2018.
- Funds reported $33.3M of Clough Global Equity Fund stock for Q4 2018, down 26% quarter-over-quarter.
- 12 funds opened new Clough Global Equity Fund positions in Q4 2018 and 2 closed out, a net change of +10 holders.
- The largest Clough Global Equity Fund buyer in Q4 2018 was Cornerstone Advisors, an estimated $857K added.
- The largest Clough Global Equity Fund seller in Q4 2018 was Raymond James & Associates, an estimated $903K sold.
Based on aggregated 13F filings for Q4 2018.