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GLQ

Clough Global Equity Fund

39 hedge funds and large institutions have $58.5M invested in Clough Global Equity Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

3% less funds holding

Funds holding: 4039 (-1)

7.1% less ownership

Funds ownership: 37.31%30.2% (-7.1%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

20% less capital invested

Capital invested by funds: $72.8M → $58.5M (-$14.3M)

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.9M -$8.94M -586,857 -38%
Bank of America
2
Bank of America
North Carolina
$11.5M +$15.9K +1,043 +0.1%
AAM
3
Advisors Asset Management
Colorado
$5.73M -$807K -52,967 -12%
GC
4
Guggenheim Capital
Illinois
$5.34M +$173K +11,378 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.66M +$1.95M +127,900 +105%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$3.64M +$216K +14,215 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$2M +$111K +7,300 +6%
ACP
8
Aviance Capital Partners
Florida
$1.72M +$35.1K +2,304 +2%
LPL Financial
9
LPL Financial
California
$1.42M +$1.24M +81,287 +510%
PGWM
10
Parisi Gray Wealth Management
New Jersey
$923K +$159K +10,454 +20%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$778K -$1.44M -94,599 -64%
LFF
12
Level Four Financial
Texas
$697K +$30.5K +2,000 +4%
Invesco
13
Invesco
Georgia
$664K +$363K +23,815 +111%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$564K +$395K +25,945 +206%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$537K +$4.04K +265 +0.7%
RJA
16
Raymond James & Associates
Florida
$527K -$242K -15,889 -31%
UBS Group
17
UBS Group
Switzerland
$467K +$54.3K +3,563 +13%
SPIA
18
Steward Partners Investment Advisory
New York
$454K +$244K +16,012 +107%
Wells Fargo
19
Wells Fargo
California
$407K -$162K -10,648 -28%
CF
20
Centaurus Financial
California
$393K +$409K +26,851 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$386K -$53.4K -3,509 -12%
CC
22
Claybrook Capital
Massachusetts
$325K +$338K +22,215 New
AO
23
Advisor OS
Illinois
$323K
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$277K +$4.57K +300 +2%
SWM
25
SeaCrest Wealth Management
New York
$239K +$249K +16,357 New

GLQ Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Clough Global Equity Fund (GLQ) for Q3 2021, worth a combined $58.5M — down 20% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GLQ and 8 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $1.95M. The largest seller was Sit Investment Associates, cutting an estimated $8.94M.

  • 39 institutional investors held Clough Global Equity Fund (GLQ) as of Q3 2021, down from 40 in Q2 2021.
  • Funds reported $58.5M of Clough Global Equity Fund stock for Q3 2021, down 20% quarter-over-quarter.
  • 8 funds opened new Clough Global Equity Fund positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest Clough Global Equity Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.95M added.
  • The largest Clough Global Equity Fund seller in Q3 2021 was Sit Investment Associates, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2021.