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GLQ

Clough Global Equity Fund

34 hedge funds and large institutions have $103M invested in Clough Global Equity Fund in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $96M → $103M (+$6.55M)

0.79% more ownership

Funds ownership: 35.79%36.58% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

6% less funds holding

Funds holding: 3634 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$22.1M +$3.95M +261,758 +23%
1CP
2
1607 Capital Partners
Virginia
$15.9M -$800K -52,966 -5%
BI
3
Bulldog Investors
New Jersey
$12.6M +$1.85M +122,578 +18%
Bank of America
4
Bank of America
North Carolina
$12.4M -$1.46M -96,847 -11%
RCM
5
Rivernorth Capital Management
Florida
$8.41M
PAIM
6
Punch & Associates Investment Management
Minnesota
$5.07M +$131K +8,645 +3%
Lazard Asset Management
7
Lazard Asset Management
New York
$3.39M -$69.5K -4,600 -2%
Morgan Stanley
8
Morgan Stanley
New York
$2.99M +$107K +7,089 +4%
GC
9
Guggenheim Capital
Illinois
$2.52M +$266K +17,625 +12%
ACP
10
Aviance Capital Partners
Florida
$2.23M +$375K +24,800 +21%
RJA
11
Raymond James & Associates
Florida
$2.02M +$148K +9,798 +8%
PPA
12
Parametric Portfolio Associates
Washington
$2.02M -$249K -16,470 -11%
DT
13
Diversified Trust
Tennessee
$1.76M -$69.5K -4,600 -4%
SG Americas Securities
14
SG Americas Securities
New York
$1.36M +$294K +19,462 +29%
Wells Fargo
15
Wells Fargo
California
$1.28M -$542K -35,863 -31%
GFM
16
Gramercy Funds Management
Connecticut
$1.08M -$394K -26,061 -27%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$975K -$24.6K -1,629 -3%
U
18
UBS
Switzerland
$828K -$587K -38,864 -42%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$571K +$43.4K +2,876 +9%
WAM
20
Weiss Asset Management
Massachusetts
$515K +$495K +32,797 New
OA
21
Oxbow Advisors
Texas
$373K -$2.49K -165 -0.7%
Invesco
22
Invesco
Georgia
$368K -$4.61K -305 -1%
NPC
23
National Planning Corporation
California
$332K +$106K +7,000 +50%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$302K +$27.6K +1,827 +11%
LPL Financial
25
LPL Financial
California
$272K -$3.02K -200 -1%

GLQ Hedge Fund Activity: Q4 2013 in Review

34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2013, worth a combined $103M — up 6.8% from $96M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GLQ and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 34 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2013, down from 36 in Q3 2013.
  • Funds reported $103M of Clough Global Equity Fund stock for Q4 2013, up 6.8% quarter-over-quarter.
  • 2 funds opened new Clough Global Equity Fund positions in Q4 2013 and 4 closed out, a net change of -2 holders.
  • The largest Clough Global Equity Fund buyer in Q4 2013 was Advisors Asset Management, an estimated $3.95M added.
  • The largest Clough Global Equity Fund seller in Q4 2013 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2013.