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GLQ

Clough Global Equity Fund

37 hedge funds and large institutions have $101M invested in Clough Global Equity Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

12% more funds holding

Funds holding: 3337 (+4)

1.58% more ownership

Funds ownership: 34.86%36.43% (+1.6%)

5% more capital invested

Capital invested by funds: $95.9M → $101M (+$4.72M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
11
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$26.6M +$294K +19,342 +1%
Bank of America
2
Bank of America
North Carolina
$13.1M +$5.55M +365,256 +76%
1CP
3
1607 Capital Partners
Virginia
$11.3M -$1.18M -77,833 -10%
RCM
4
Rivernorth Capital Management
Florida
$7.78M -$56.3K -3,703 -0.7%
BI
5
Bulldog Investors
New Jersey
$6.79M -$1.9M -125,054 -22%
GC
6
Guggenheim Capital
Illinois
$5.99M +$2.39M +157,408 +69%
RJA
7
Raymond James & Associates
Florida
$5.39M -$624K -41,068 -11%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.04M +$61K +4,017 +1%
Morgan Stanley
9
Morgan Stanley
New York
$3.52M +$283K +18,657 +9%
Lazard Asset Management
10
Lazard Asset Management
New York
$2.41M -$614K -40,400 -21%
ACP
11
Aviance Capital Partners
Florida
$2.38M -$27K -1,775 -1%
PPA
12
Parametric Portfolio Associates
Washington
$1.84M -$196K -12,932 -10%
Wells Fargo
13
Wells Fargo
California
$1.08M -$193K -12,721 -15%
SG Americas Securities
14
SG Americas Securities
New York
$1.02M -$13.7K -900 -1%
U
15
UBS
Switzerland
$977K +$110K +7,241 +13%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$939K
GFM
17
Gramercy Funds Management
Connecticut
$526K -$398K -26,200 -44%
AWA
18
Arete Wealth Advisors
Illinois
$442K +$190K +12,522 +78%
DA
19
Doliver Advisors
Texas
$400K +$393K +25,852 New
NPC
20
National Planning Corporation
California
$393K +$30.4K +2,000 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$375K -$278K -18,316 -43%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$366K +$54.7K +3,599 +18%
OA
23
Oxbow Advisors
Texas
$356K -$10.6K -700 -3%
RJT
24
Raymond James Trust
Florida
$303K +$62.8K +4,137 +27%
Invesco
25
Invesco
Georgia
$297K -$41.1K -2,705 -12%

GLQ Hedge Fund Activity: Q2 2014 in Review

37 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q2 2014, worth a combined $101M — up 4.9% from $95.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GLQ positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $5.55M. The largest seller was Bulldog Investors, cutting an estimated $1.9M.

  • 37 institutional investors held Clough Global Equity Fund (GLQ) as of Q2 2014, up from 33 in Q1 2014.
  • Funds reported $101M of Clough Global Equity Fund stock for Q2 2014, up 4.9% quarter-over-quarter.
  • 5 funds opened new Clough Global Equity Fund positions in Q2 2014 and 1 closed out, a net change of +4 holders.
  • The largest Clough Global Equity Fund buyer in Q2 2014 was Bank of America, an estimated $5.55M added.
  • The largest Clough Global Equity Fund seller in Q2 2014 was Bulldog Investors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2014.