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GLQ

Clough Global Equity Fund

39 hedge funds and large institutions have $55.8M invested in Clough Global Equity Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

6.22% less ownership

Funds ownership: 34%27.77% (-6.2%)

10% less capital invested

Capital invested by funds: $61.8M → $55.8M (-$5.93M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
16
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
$12M -$940K -61,727 -7%
SIA
2
Sit Investment Associates
Minnesota
$6.72M -$2.11M -138,820 -24%
MC
3
Matisse Capital
Oregon
$6.01M
AAM
4
Advisors Asset Management
Colorado
$5.6M -$1.21M -79,605 -18%
GC
5
Guggenheim Capital
Illinois
$5.3M -$884K -58,070 -14%
SFS
6
Shaker Financial Services
Virginia
$2.92M +$250K +16,387 +9%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$2.82M +$210K +13,803 +8%
Morgan Stanley
8
Morgan Stanley
New York
$1.63M -$94.8K -6,222 -5%
ACP
9
Aviance Capital Partners
Florida
$1.6M -$128K -8,407 -7%
RJA
10
Raymond James & Associates
Florida
$1.52M -$139K -9,134 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.38M +$155K +10,174 +13%
1CP
12
1607 Capital Partners
Virginia
$1.06M +$51.8K +3,400 +5%
PGWM
13
Parisi Gray Wealth Management
New Jersey
$640K +$183 +12 +0%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$601K +$3.78K +248 +0.6%
Wells Fargo
15
Wells Fargo
California
$584K +$4.1K +269 +0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$494K -$24K -1,573 -5%
PFA
17
Pathway Financial Advisors
Vermont
$466K
LPL Financial
18
LPL Financial
California
$455K -$17.5K -1,149 -4%
UBS Group
19
UBS Group
Switzerland
$455K +$2.59K +170 +0.6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$440K -$23.6K -1,550 -5%
QC
21
Quantedge Capital
Singapore
$380K -$603K -39,600 -61%
AO
22
Advisor OS
Illinois
$335K
Invesco
23
Invesco
Georgia
$317K +$318K +20,882 New
JIP
24
Jaffetilchin Investment Partners
Florida
$286K +$286K +18,808 New
AA
25
AQR Arbitrage
Connecticut
$272K -$582K -38,187 -68%

GLQ Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q1 2021, worth a combined $55.8M — down 9.6% from $61.8M a quarter earlier.

Fund positioning in GLQ was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 16 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $318K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.87M sold.

  • 39 institutional investors held Clough Global Equity Fund (GLQ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $55.8M of Clough Global Equity Fund stock for Q1 2021, down 9.6% quarter-over-quarter.
  • 6 funds opened new Clough Global Equity Fund positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest Clough Global Equity Fund buyer in Q1 2021 was Invesco, an estimated $318K added.
  • The largest Clough Global Equity Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2021.