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GLQ

Clough Global Equity Fund

33 hedge funds and large institutions have $45.2M invested in Clough Global Equity Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3233 (+1)

1.05% less ownership

Funds ownership: 20.68%19.63% (-1.1%)

7% less capital invested

Capital invested by funds: $48.8M → $45.2M (-$3.6M)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.55M -$2.93M -214,185 -27%
AAM
2
Advisors Asset Management
Colorado
$7M +$939K +68,526 +15%
RCM
3
Rivernorth Capital Management
Florida
$6.72M -$1.93M -141,172 -22%
GC
4
Guggenheim Capital
Illinois
$4.83M +$1.11M +81,386 +28%
Morgan Stanley
5
Morgan Stanley
New York
$3.53M +$702K +51,250 +24%
SFS
6
Shaker Financial Services
Virginia
$3.2M +$3.92M +286,114 New
LCM
7
Laurion Capital Management
New York
$2.07M +$424K +30,988 +24%
RJA
8
Raymond James & Associates
Florida
$1.65M +$1.08M +79,099 +171%
ACP
9
Aviance Capital Partners
Florida
$1.16M +$619K +45,167 +104%
BC
10
Brinker Capital
Pennsylvania
$1.16M -$50.8K -3,707 -4%
Invesco
11
Invesco
Georgia
$779K +$587K +42,845 +261%
UBS Group
12
UBS Group
Switzerland
$726K -$198K -14,446 -21%
PFA
13
Pathway Financial Advisors
Vermont
$696K
CL
14
CSS LLC
Illinois
$594K
Wells Fargo
15
Wells Fargo
California
$574K +$84.7K +6,182 +16%
RJT
16
Raymond James Trust
Florida
$455K +$173K +12,600 +57%
SPIA
17
Steward Partners Investment Advisory
New York
$433K +$986 +72 +0.2%
DA
18
Doliver Advisors
Texas
$427K +$172K +12,556 +63%
AG
19
Advisor Group
Arizona
$293K +$138K +10,100 +83%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$238K -$10.4K -762 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$188K +$1.69K +123 +0.9%
MSAM
22
Moloney Securities Asset Management
Missouri
$182K -$3.38K -247 -2%
QCIG
23
Quad-Cities Investment Group
Iowa
$176K +$184K +13,447 New
CRC
24
Curi RMB Capital
Illinois
$161K +$167K +12,209 New
WAM
25
Weiss Asset Management
Massachusetts
$150K -$111K -8,096 -41%

GLQ Hedge Fund Activity: Q1 2018 in Review

33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2018, worth a combined $45.2M — down 7.4% from $48.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLQ positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.92M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.7M sold.

  • 33 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2018, up from 32 in Q4 2017.
  • Funds reported $45.2M of Clough Global Equity Fund stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 7 funds opened new Clough Global Equity Fund positions in Q1 2018 and 6 closed out, a net change of +1 holder.
  • The largest Clough Global Equity Fund buyer in Q1 2018 was Shaker Financial Services, an estimated $3.92M added.
  • The largest Clough Global Equity Fund seller in Q1 2018 was Sit Investment Associates, an estimated $3.7M sold.

Based on aggregated 13F filings for Q1 2018.