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GLQ

Clough Global Equity Fund

36 hedge funds and large institutions have $44.1M invested in Clough Global Equity Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $36.5M → $44.1M (+$7.58M)

6% more funds holding

Funds holding: 3436 (+2)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

6.15% less ownership

Funds ownership: 37.44%31.28% (-6.2%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
13
Closed
5
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
$9.04M +$366K +36,862 +5%
AAM
2
Advisors Asset Management
Colorado
$5.68M -$1.42M -142,955 -21%
GC
3
Guggenheim Capital
Illinois
$5.05M -$876K -88,220 -16%
MC
4
Matisse Capital
Oregon
$4.25M +$2.13M +214,767 +117%
SIA
5
Sit Investment Associates
Minnesota
$3.86M +$1.28M +129,371 +56%
RCM
6
Rivernorth Capital Management
Florida
$3.23M -$2.4M -241,488 -44%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.81M -$85.7K -8,629 -5%
Morgan Stanley
8
Morgan Stanley
New York
$1.58M -$649K -65,373 -31%
SFS
9
Shaker Financial Services
Virginia
$1.51M +$753K +75,859 +116%
ACP
10
Aviance Capital Partners
Florida
$1.27M -$16.4K -1,651 -1%
CA
11
Cornerstone Advisors
North Carolina
$874K +$815K +82,103 New
Osaic Holdings
12
Osaic Holdings
Arizona
$713K -$29.7K -2,993 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$526K -$13.3K -1,335 -3%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$513K +$2.79K +281 +0.6%
Wells Fargo
15
Wells Fargo
California
$483K +$33.5K +3,378 +8%
LPL Financial
16
LPL Financial
California
$355K +$41.2K +4,152 +14%
Goldman Sachs
17
Goldman Sachs
New York
$345K -$34.4K -3,467 -10%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$333K +$310K +31,260 New
PFA
19
Pathway Financial Advisors
Vermont
$322K
PGWM
20
Parisi Gray Wealth Management
New Jersey
$320K +$118K +11,881 +66%
UBS Group
21
UBS Group
Switzerland
$318K -$308 -31 -0.1%
RJA
22
Raymond James & Associates
Florida
$244K -$58.1K -5,853 -20%
AA
23
AQR Arbitrage
Connecticut
$232K +$217K +21,828 New
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$217K +$13.9K +1,400 +7%
CRC
25
Curi RMB Capital
Illinois
$184K +$171K +17,240 New

GLQ Hedge Fund Activity: Q2 2020 in Review

36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q2 2020, worth a combined $44.1M — up 21% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLQ positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Matisse Capital, adding an estimated $2.13M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.4M.

  • 36 institutional investors held Clough Global Equity Fund (GLQ) as of Q2 2020, up from 34 in Q1 2020.
  • Funds reported $44.1M of Clough Global Equity Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Clough Global Equity Fund positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest Clough Global Equity Fund buyer in Q2 2020 was Matisse Capital, an estimated $2.13M added.
  • The largest Clough Global Equity Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2020.