Guggenheim Enhncd Eqty Strtgy Fd
GGE was delisted on the 17th of March, 2017.
29 hedge funds and large institutions have $17.6M invested in Guggenheim Enhncd Eqty Strtgy Fd in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding
Funds holding: 29 → 29 (0)
1% less capital invested
Capital invested by funds: $17.7M → $17.6M (-$90K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$1.26M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$363K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$132K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$77.3K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$40.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$970K |
| 2 |
Citigroup
New York
|
-$725K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$165K |
| 4 |
Morgan Stanley
New York
|
-$149K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$35.8K |
GGE Hedge Fund Activity: Q3 2016 in Review
29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Enhncd Eqty Strtgy Fd (GGE) for Q3 2016, worth a combined $17.6M — down 0.51% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GGE positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Blue Bell Private Wealth Management, adding an estimated $1.26M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $970K sold.
- 29 institutional investors held Guggenheim Enhncd Eqty Strtgy Fd (GGE) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $17.6M of Guggenheim Enhncd Eqty Strtgy Fd stock for Q3 2016, down 0.51% quarter-over-quarter.
- 4 funds opened new Guggenheim Enhncd Eqty Strtgy Fd positions in Q3 2016 and 3 closed out, a net change of +1 holder.
- The largest Guggenheim Enhncd Eqty Strtgy Fd buyer in Q3 2016 was Blue Bell Private Wealth Management, an estimated $1.26M added.
- The largest Guggenheim Enhncd Eqty Strtgy Fd seller in Q3 2016 was Karpus Investment Management, an estimated $970K sold.
Based on aggregated 13F filings for Q3 2016.