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GLQ

Clough Global Equity Fund

40 hedge funds and large institutions have $72.8M invested in Clough Global Equity Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $55.8M → $72.8M (+$17M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

9.53% more ownership

Funds ownership: 27.77%37.31% (+9.5%)

3% more funds holding

Funds holding: 3940 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22.7M +$16.7M +1,094,004 +247%
Bank of America
2
Bank of America
North Carolina
$11.6M -$115K -7,495 -0.9%
AAM
3
Advisors Asset Management
Colorado
$6.56M +$1.16M +75,947 +21%
GC
4
Guggenheim Capital
Illinois
$5.22M +$67.2K +4,393 +1%
SFS
5
Shaker Financial Services
Virginia
$3.73M +$925K +60,530 +32%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$3.46M +$746K +48,792 +26%
RCM
7
Rivernorth Capital Management
Florida
$2.68M +$2.78M +181,577 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$1.81M +118,712 +409%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.9M +$584K +38,196 +42%
Morgan Stanley
10
Morgan Stanley
New York
$1.8M +$221K +14,441 +13%
YCM
11
Yakira Capital Management
Connecticut
$1.7M +$1.76M +115,423 New
ACP
12
Aviance Capital Partners
Florida
$1.7M +$148K +9,678 +9%
PGWM
13
Parisi Gray Wealth Management
New Jersey
$768K +$151K +9,895 +23%
RJA
14
Raymond James & Associates
Florida
$766K -$740K -48,427 -48%
LFF
15
Level Four Financial
Texas
$673K +$697K +45,600 New
Wells Fargo
16
Wells Fargo
California
$567K
JMPWA
17
JP Morgan Private Wealth Advisors
California
$538K -$47.7K -3,118 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$441K -$40.7K -2,664 -8%
UBS Group
19
UBS Group
Switzerland
$418K -$24.7K -1,614 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$416K +$431K +28,191 New
AO
21
Advisor OS
Illinois
$325K
Invesco
22
Invesco
Georgia
$318K +$9.86K +645 +3%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$275K +$284K +18,600 New
LPL Financial
24
LPL Financial
California
$235K -$214K -13,985 -47%
SPIA
25
Steward Partners Investment Advisory
New York
$221K +$58.2K +3,804 +34%

GLQ Hedge Fund Activity: Q2 2021 in Review

40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q2 2021, worth a combined $72.8M — up 30% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GLQ positions and 8 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $16.7M. The largest seller was Matisse Capital, exiting entirely with an estimated $6.01M sold.

  • 40 institutional investors held Clough Global Equity Fund (GLQ) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $72.8M of Clough Global Equity Fund stock for Q2 2021, up 30% quarter-over-quarter.
  • 10 funds opened new Clough Global Equity Fund positions in Q2 2021 and 8 closed out, a net change of +2 holders.
  • The largest Clough Global Equity Fund buyer in Q2 2021 was Sit Investment Associates, an estimated $16.7M added.
  • The largest Clough Global Equity Fund seller in Q2 2021 was Matisse Capital, an estimated $6.01M sold.

Based on aggregated 13F filings for Q2 2021.