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GLQ

Clough Global Equity Fund
GLQ

46 hedge funds and large institutions have $43.7M invested in Clough Global Equity Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

18% more funds holding

Funds holding: 39 → 46 (+7)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11.35% less ownership

Funds ownership: 30.2% → 18.85% (-11%)

25% less capital invested

Capital invested by funds: $58.5M → $43.7M (-$14.8M)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.56M
2
SFS
Shaker Financial Services
Virginia
+$1.07M
3
CF
Centaurus Financial
California
+$883K
4
LFAS
Level Four Advisory Services
Texas
+$557K
5
SWM
SeaCrest Wealth Management
New York
+$489K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$13.9M
2
AAM
Advisors Asset Management
Colorado
-$955K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$536K
4
GC
Guggenheim Capital
Illinois
-$504K
5
SPIA
Steward Partners Investment Advisory
New York
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$337K -$151K -10,326 -29%
CC
27
Claybrook Capital
Massachusetts
$292K – – –
AO
28
Advisor OS
Illinois
$290K – – –
VF
29
Virtu Financial
New York
$282K +$79.3K +5,414 +34%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$217K -$536K -36,582 -69%
Walleye Capital
31
Walleye Capital
New York
$193K +$216K +14,720 New
RJT
32
Raymond James Trust
Florida
$180K – – –
WS
33
Wedbush Securities
California
$179K +$39.2K +2,677 +24%
SPIA
34
Steward Partners Investment Advisory
New York
$177K -$257K -17,520 -56%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$170K +$2.96K +202 +2%
CWC
36
Carolinas Wealth Consulting
North Carolina
$165K – – –
Nomura Holdings
37
Nomura Holdings
Japan
$158K +$176K +12,000 New
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$145K – – –
LCM
39
Landscape Capital Management
New Jersey
$140K +$156K +10,653 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$92K +$3.13K +214 +3%
CA
41
CoreCap Advisors
Michigan
$53K +$58.6K +4,000 New
NFG
42
Next Financial Group
Texas
$25K +$24.9K +1,700 +850%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
GWM
44
Geneos Wealth Management
Colorado
$6K +$7.32K +500 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1K +$1.32K +90 New
SIA
47
Sit Investment Associates
Minnesota
– -$13.9M -949,729 Closed
BWM
48
Birchcreek Wealth Management
Ohio
– -$161K -10,991 Closed
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
– -$29.3K -2,000 Closed
AA
50
Ancora Advisors
Ohio
– -$1K -87 Closed
1
2

GLQ Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2021, worth a combined $43.7M — down 25% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GLQ positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $13.9M sold.

  • 46 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $43.7M of Clough Global Equity Fund stock for Q4 2021, down 25% quarter-over-quarter.
  • 13 funds opened new Clough Global Equity Fund positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest Clough Global Equity Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.56M added.
  • The largest Clough Global Equity Fund seller in Q4 2021 was Sit Investment Associates, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.