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GLQ

Clough Global Equity Fund

34 hedge funds and large institutions have $36.5M invested in Clough Global Equity Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 36.24%37.44% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

11% less funds holding

Funds holding: 3834 (-4)

24% less capital invested

Capital invested by funds: $48.3M → $36.5M (-$11.8M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
Closed
8
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
$7.19M +$1.88M +163,620 +25%
AAM
2
Advisors Asset Management
Colorado
$5.98M -$853K -74,078 -10%
GC
3
Guggenheim Capital
Illinois
$4.98M +$314K +27,314 +5%
RCM
4
Rivernorth Capital Management
Florida
$4.83M +$1.31M +113,552 +26%
SIA
5
Sit Investment Associates
Minnesota
$2.06M -$2.43M -211,332 -48%
Morgan Stanley
6
Morgan Stanley
New York
$1.89M -$2.69M -233,360 -52%
MC
7
Matisse Capital
Oregon
$1.63M +$2.12M +183,933 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.58M +$2.05M +178,470 New
ACP
9
Aviance Capital Partners
Florida
$1.07M +$52.3K +4,546 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$618K +$805K +69,910 New
SFS
11
Shaker Financial Services
Virginia
$581K +$636K +55,227 +533%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$449K -$20.6K -1,788 -3%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$424K +$2.92K +254 +0.5%
Wells Fargo
14
Wells Fargo
California
$371K +$38.9K +3,379 +9%
Goldman Sachs
15
Goldman Sachs
New York
$317K +$413K +35,874 New
LCM
16
Landscape Capital Management
New Jersey
$267K -$47.7K -4,139 -12%
UBS Group
17
UBS Group
Switzerland
$265K -$29.7K -2,582 -8%
LPL Financial
18
LPL Financial
California
$258K +$98.2K +8,529 +41%
RJA
19
Raymond James & Associates
Florida
$255K +$8.06K +700 +2%
PFA
20
Pathway Financial Advisors
Vermont
$249K
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$168K +$2.3K +200 +1%
RJT
22
Raymond James Trust
Florida
$142K
SI
23
Stephens Inc
Arkansas
$139K -$57.1K -4,956 -24%
SPIA
24
Steward Partners Investment Advisory
New York
$133K -$51.4K -4,467 -23%
PGWM
25
Parisi Gray Wealth Management
New Jersey
$133K +$82K +7,119 +65%

GLQ Hedge Fund Activity: Q1 2020 in Review

34 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2020, worth a combined $36.5M — down 24% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GLQ and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Matisse Capital, opening a new position worth an estimated $2.12M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 34 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2020, down from 38 in Q4 2019.
  • Funds reported $36.5M of Clough Global Equity Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 6 funds opened new Clough Global Equity Fund positions in Q1 2020 and 8 closed out, a net change of -2 holders.
  • The largest Clough Global Equity Fund buyer in Q1 2020 was Matisse Capital, an estimated $2.12M added.
  • The largest Clough Global Equity Fund seller in Q1 2020 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2020.