Clough Global Equity Fund
GLQ
29 hedge funds and large institutions have $37.1M invested in Clough Global Equity Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 9 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
11% more capital invested
Capital invested by funds: $33.3M → $37.1M (+$3.78M)
1.46% less ownership
Funds ownership: 27.93% → 26.48% (-1.5%)
17% less funds holding
Funds holding: 35 → 29 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$914K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$244K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$153K |
| 4 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
+$113K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$81.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$724K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$724K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$301K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$285K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSWM
26
Golden State Wealth Management
Santa Ana,
California
| $3K | +$2.48K | +200 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
WCM
28
WealthBridge Capital Management
Westerville,
Ohio
| $1K | – | – | – |
|
|
CA
29
Cornerstone Advisors
Asheville,
North Carolina
| – | -$724K | -66,750 | Closed |
|
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$301K | -27,807 | Closed |
|
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$285K | -26,303 | Closed |
|
|
WAM
32
Weiss Asset Management
Boston,
Massachusetts
| – | -$256K | -23,641 | Closed |
|
|
DA
33
Doliver Advisors
Houston,
Texas
| – | -$140K | -12,874 | Closed |
|
|
SFS
34
Shaker Financial Services
Arlington,
Virginia
| – | -$121K | -11,188 | Closed |
|
|
MOS
35
MGO One Seven
Beachwood,
Ohio
| – | -$47K | -4,385 | Closed |
|
|
LTFS
36
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$33K | -3,033 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$10K | -954 | Closed |
|
GLQ Hedge Fund Activity: Q1 2019 in Review
29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2019, worth a combined $37.1M — up 11% from $33.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of GLQ and 3 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Morgan Stanley, adding an estimated $914K. The largest seller was Advisors Asset Management, cutting an estimated $724K.
- 29 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2019, down from 35 in Q4 2018.
- Funds reported $37.1M of Clough Global Equity Fund stock for Q1 2019, up 11% quarter-over-quarter.
- 3 funds opened new Clough Global Equity Fund positions in Q1 2019 and 9 closed out, a net change of -6 holders.
- The largest Clough Global Equity Fund buyer in Q1 2019 was Morgan Stanley, an estimated $914K added.
- The largest Clough Global Equity Fund seller in Q1 2019 was Advisors Asset Management, an estimated $724K sold.
Based on aggregated 13F filings for Q1 2019.