We are live on ! Find out more
GGE

Guggenheim Enhncd Eqty Strtgy Fd

Delisted

GGE was delisted on the 17th of March, 2017.

21 hedge funds and large institutions have $8.99M invested in Guggenheim Enhncd Eqty Strtgy Fd in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $7.65M → $8.99M (+$1.34M)

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
1
Closed
2
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
$2.86M +$190K +9,876 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.96M +$173K +8,985 +10%
B
3
Baird
Wisconsin
$1.25M +$313K +16,226 +34%
CL
4
CSS LLC
Illinois
$901K
U
5
UBS
Switzerland
$576K +$12.2K +635 +2%
Wells Fargo
6
Wells Fargo
California
$433K -$752 -39 -0.2%
PMFA
7
Plante Moran Financial Advisors
Michigan
$210K +$208K +10,800 New
RJA
8
Raymond James & Associates
Florida
$202K +$200K +10,380 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$181K +$75.3K +3,905 +73%
CCS
10
Crosspoint Capital Strategies
California
$108K
GGPS
11
Gary Goldberg Planning Services
New York
$99K
AIG
12
American International Group
New York
$96.5K +$33.7K +1,750 +55%
WA
13
WFG Advisors
Texas
$46K
BRWM
14
B. Riley Wealth Management
Tennessee
$19K
Citigroup
15
Citigroup
New York
$18K +$1.77K +92 +11%
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$15K +$14.5K +750 New
Deutsche Bank
17
Deutsche Bank
Germany
$9K
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$3K
GSC
19
Ground Swell Capital
South Carolina
$2K +$231 +12 +14%
TRCT
20
Tower Research Capital (TRC)
New York
$2K +$2.39K +124 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
-$7K -378 Closed
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
-$4K -231 Closed

GGE Hedge Fund Activity: Q3 2014 in Review

21 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Enhncd Eqty Strtgy Fd (GGE) for Q3 2014, worth a combined $8.99M — up 18% from $7.65M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GGE positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Baird, adding an estimated $313K. The largest seller was Fifth Third Bancorp, exiting entirely with an estimated $7K sold.

  • 21 institutional investors held Guggenheim Enhncd Eqty Strtgy Fd (GGE) as of Q3 2014, up from 19 in Q2 2014.
  • Funds reported $8.99M of Guggenheim Enhncd Eqty Strtgy Fd stock for Q3 2014, up 18% quarter-over-quarter.
  • 4 funds opened new Guggenheim Enhncd Eqty Strtgy Fd positions in Q3 2014 and 2 closed out, a net change of +2 holders.
  • The largest Guggenheim Enhncd Eqty Strtgy Fd buyer in Q3 2014 was Baird, an estimated $313K added.
  • The largest Guggenheim Enhncd Eqty Strtgy Fd seller in Q3 2014 was Fifth Third Bancorp, an estimated $7K sold.

Based on aggregated 13F filings for Q3 2014.