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GLQ

Clough Global Equity Fund
GLQ

38 hedge funds and large institutions have $48.3M invested in Clough Global Equity Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $42M → $48.3M (+$6.22M)

3% more funds holding

Funds holding: 37 → 38 (+1)

1.17% more ownership

Funds ownership: 35.07% → 36.24% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$620K
3
WAM
Wolverine Asset Management
Illinois
+$269K
4
LPL Financial
LPL Financial
California
+$244K
5
ACM
Allred Capital Management
Texas
+$120K

Top Sellers

Rank Fund Capital Flow
1
UFM
Ursa Fund Management
California
-$671K
2
SFS
Shaker Financial Services
Virginia
-$404K
3
Bank of America
Bank of America
North Carolina
-$372K
4
CRC
Curi RMB Capital
Illinois
-$335K
5
Morgan Stanley
Morgan Stanley
New York
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$189K +$1.59K +135 +0.9%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$133K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$127K -$18.9K -1,602 -13%
SFS
29
Shaker Financial Services
Virginia
$125K -$404K -34,213 -77%
ACM
30
Allred Capital Management
Texas
$123K +$120K +10,204 New
QCIG
31
Quad-Cities Investment Group
Iowa
$121K +$2.31K +196 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$50K +$47.6K +4,027 +4,068%
CWA
33
Capital Wealth Alliance
Arizona
$15K +$14.8K +1,252 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
Citigroup
35
Citigroup
New York
$2K +$614 +52 +57%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1K – – –
AA
37
Ancora Advisors
Ohio
$1K +$1.03K +87 New
UFM
38
Ursa Fund Management
California
– -$671K -58,319 Closed
CRC
39
Curi RMB Capital
Illinois
– -$335K -29,152 Closed
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
– -$44K -3,844 Closed
GSWM
41
Golden State Wealth Management
California
– -$2K -200 Closed
SFS
42
Sowell Financial Services
Arkansas
– -$35 -3 -13%
1
2

GLQ Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2019, worth a combined $48.3M — up 15% from $42M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GLQ positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.58M. The largest seller was Ursa Fund Management, exiting entirely with an estimated $671K sold.

  • 38 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2019, up from 37 in Q3 2019.
  • Funds reported $48.3M of Clough Global Equity Fund stock for Q4 2019, up 15% quarter-over-quarter.
  • 5 funds opened new Clough Global Equity Fund positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Clough Global Equity Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $2.58M added.
  • The largest Clough Global Equity Fund seller in Q4 2019 was Ursa Fund Management, an estimated $671K sold.

Based on aggregated 13F filings for Q4 2019.