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GLQ

Clough Global Equity Fund

39 hedge funds and large institutions have $105M invested in Clough Global Equity Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

11% more funds holding

Funds holding: 3539 (+4)

8% more capital invested

Capital invested by funds: $97.7M → $105M (+$7.63M)

2.56% more ownership

Funds ownership: 38.22%40.78% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$20.1M -$2.81M -198,531 -13%
BI
2
Bulldog Investors
New Jersey
$15.4M +$4.26M +300,993 +39%
Bank of America
3
Bank of America
North Carolina
$12.8M -$5.78K -408 -0%
1CP
4
1607 Capital Partners
Virginia
$10.5M -$133K -9,400 -1%
RCM
5
Rivernorth Capital Management
Florida
$7.28M
RJA
6
Raymond James & Associates
Florida
$6.48M +$952K +67,205 +18%
GC
7
Guggenheim Capital
Illinois
$6.32M +$105K +7,431 +2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.26M +$585K +41,333 +13%
SIA
9
Sit Investment Associates
Minnesota
$4.11M +$4.02M +284,124 New
Morgan Stanley
10
Morgan Stanley
New York
$3.48M +$51.8K +3,655 +2%
ACP
11
Aviance Capital Partners
Florida
$2.22M -$33.8K -2,389 -2%
Lazard Asset Management
12
Lazard Asset Management
New York
$1.87M -$377K -26,621 -17%
PPA
13
Parametric Portfolio Associates
Washington
$1.58M +$41.9K +2,962 +3%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.23M +$342K +24,150 +40%
Wells Fargo
15
Wells Fargo
California
$1.15M +$44.3K +3,131 +4%
SG Americas Securities
16
SG Americas Securities
New York
$1.07M +$116K +8,178 +12%
AWA
17
Arete Wealth Advisors
Illinois
$671K +$57.5K +4,062 +10%
UFA
18
US Financial Advisors
Massachusetts
$511K +$499K +35,268 New
UBS Group
19
UBS Group
Switzerland
$370K +$362K +25,568 New
DA
20
Doliver Advisors
Texas
$338K -$6.17K -436 -2%
OA
21
Oxbow Advisors
Texas
$333K
RJT
22
Raymond James Trust
Florida
$321K +$36K +2,545 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$318K +$1.26K +89 +0.4%
CA
24
Cornerstone Advisors
North Carolina
$285K +$278K +19,667 New
SFS
25
Shaker Financial Services
Virginia
$281K -$221K -15,634 -45%

GLQ Hedge Fund Activity: Q4 2014 in Review

39 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2014, worth a combined $105M — up 7.8% from $97.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GLQ positions and 1 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $4.26M. The largest seller was Advisors Asset Management, cutting an estimated $2.81M.

  • 39 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2014, up from 35 in Q3 2014.
  • Funds reported $105M of Clough Global Equity Fund stock for Q4 2014, up 7.8% quarter-over-quarter.
  • 6 funds opened new Clough Global Equity Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
  • The largest Clough Global Equity Fund buyer in Q4 2014 was Bulldog Investors, an estimated $4.26M added.
  • The largest Clough Global Equity Fund seller in Q4 2014 was Advisors Asset Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2014.