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GLQ

Clough Global Equity Fund

35 hedge funds and large institutions have $33.3M invested in Clough Global Equity Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

40% more funds holding

Funds holding: 2535 (+10)

0.44% more ownership

Funds ownership: 27.5%27.93% (+0.44%)

26% less capital invested

Capital invested by funds: $44.7M → $33.3M (-$11.5M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.54M -$26.5K -2,061 -0.2%
GC
2
Guggenheim Capital
Illinois
$5.48M -$635K -49,456 -9%
Bank of America
3
Bank of America
North Carolina
$5.46M +$56.3K +4,386 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$3.24M +$272K +21,209 +8%
Invesco
5
Invesco
Georgia
$1.43M -$72.5K -5,645 -4%
ACP
6
Aviance Capital Partners
Florida
$1.21M +$30.2K +2,354 +2%
Stifel Financial
7
Stifel Financial
Missouri
$841K -$357K -27,835 -26%
CA
8
Cornerstone Advisors
North Carolina
$724K +$857K +66,750 New
UBS Group
9
UBS Group
Switzerland
$608K -$9.28K -723 -1%
PFA
10
Pathway Financial Advisors
Vermont
$573K
AG
11
Advisor Group
Arizona
$548K +$7.7K +600 +1%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$534K +$2.82K +220 +0.4%
RJA
13
Raymond James & Associates
Florida
$466K -$903K -70,316 -62%
SPIA
14
Steward Partners Investment Advisory
New York
$325K +$2.36K +184 +0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$301K +$357K +27,807 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$285K +$338K +26,303 New
RJT
17
Raymond James Trust
Florida
$261K -$8.09K -630 -3%
WAM
18
Weiss Asset Management
Massachusetts
$256K +$303K +23,641 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$181K -$9.06K -706 -4%
SI
20
Stephens Inc
Arkansas
$160K -$9.88K -770 -5%
DA
21
Doliver Advisors
Texas
$140K +$165K +12,874 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$138K -$27.1K -2,111 -14%
SFS
23
Shaker Financial Services
Virginia
$121K +$144K +11,188 New
Wells Fargo
24
Wells Fargo
California
$117K -$73.6K -5,731 -35%
QCIG
25
Quad-Cities Investment Group
Iowa
$108K +$2.58K +201 +2%

GLQ Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q4 2018, worth a combined $33.3M — down 26% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GLQ positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $857K. The largest seller was Raymond James & Associates, cutting an estimated $903K.

  • 35 institutional investors held Clough Global Equity Fund (GLQ) as of Q4 2018, up from 25 in Q3 2018.
  • Funds reported $33.3M of Clough Global Equity Fund stock for Q4 2018, down 26% quarter-over-quarter.
  • 12 funds opened new Clough Global Equity Fund positions in Q4 2018 and 2 closed out, a net change of +10 holders.
  • The largest Clough Global Equity Fund buyer in Q4 2018 was Cornerstone Advisors, an estimated $857K added.
  • The largest Clough Global Equity Fund seller in Q4 2018 was Raymond James & Associates, an estimated $903K sold.

Based on aggregated 13F filings for Q4 2018.