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GLQ

Clough Global Equity Fund
GLQ

34 hedge funds and large institutions have $36.5M invested in Clough Global Equity Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 36.24% → 37.44% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

11% less funds holding

Funds holding: 38 → 34 (-4)

24% less capital invested

Capital invested by funds: $48.3M → $36.5M (-$11.8M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$2.12M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.05M
3
Bank of America
Bank of America
North Carolina
+$1.88M
4
RCM
Rivernorth Capital Management
Florida
+$1.31M
5
SFS
Shaker Financial Services
Virginia
+$636K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.69M
2
SIA
Sit Investment Associates
Minnesota
-$2.43M
3
AAM
Advisors Asset Management
Colorado
-$853K
4
WAM
Wolverine Asset Management
Illinois
-$511K
5
PPA
Parametric Portfolio Associates
Washington
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$132K -$109K -9,465 -39%
Stifel Financial
27
Stifel Financial
Missouri
$109K -$85.1K -7,389 -38%
QCIG
28
Quad-Cities Investment Group
Iowa
$92K +$4.55K +395 +4%
Creative Planning
29
Creative Planning
Kansas
$92K +$120K +10,400 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$73K -$25.8K -2,241 -21%
WAM
31
Wolverine Asset Management
Illinois
$21K -$511K -44,411 -95%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$2.3K -200 -18%
GSWM
33
Golden State Wealth Management
California
$2K +$2.3K +200 New
AA
34
Ancora Advisors
Ohio
$1K – – –
PPA
35
Parametric Portfolio Associates
Washington
– -$241K -19,939 Closed
Cohen & Steers
36
Cohen & Steers
New York
– -$225K -18,643 Closed
RJFSA
37
Raymond James Financial Services Advisors
Florida
– -$189K -15,637 Closed
ACM
38
Allred Capital Management
Texas
– -$123K -10,204 Closed
CWA
39
Capital Wealth Alliance
Arizona
– -$15K -1,252 Closed
Citigroup
40
Citigroup
New York
– -$2K -144 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$1K -82 Closed
1
2

GLQ Hedge Fund Activity: Q1 2020 in Review

34 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2020, worth a combined $36.5M — down 24% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLQ and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Matisse Capital, opening a new position worth an estimated $2.12M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 34 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2020, down from 38 in Q4 2019.
  • Funds reported $36.5M of Clough Global Equity Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 6 funds opened new Clough Global Equity Fund positions in Q1 2020 and 8 closed out, a net change of -2 holders.
  • The largest Clough Global Equity Fund buyer in Q1 2020 was Matisse Capital, an estimated $2.12M added.
  • The largest Clough Global Equity Fund seller in Q1 2020 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2020.