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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

36 hedge funds and large institutions have $43.4M invested in Guggenheim Strategic Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$907K
2
Baird Financial Group
Baird Financial Group
Wisconsin
$790K
3
IA
IFP Advisors
Florida
$324K
4
GWS
Glassman Wealth Services
Virginia
$73K
5
MFW
Mosaic Family Wealth
Missouri
$183K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$9.68M
2
RCM
Robinson Capital Management
Michigan
$0
3
LPL Financial
LPL Financial
California
$1.45M
4
Bessemer Group
Bessemer Group
New Jersey
$4.62M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$181K -$16.3K -898 -8%
AG
27
Advisor Group
Arizona
$119K +$119K +6,671 New
GWS
28
Glassman Wealth Services
Virginia
$73K +$73K +4,000 New
Citigroup
29
Citigroup
New York
$63K -$418 -23 -0.7%
BAM
30
Bruderman Asset Management
New York
$44K – – –
Creative Planning
31
Creative Planning
Kansas
$43K -$28.8K -1,586 -40%
WEC
32
Winslow Evans & Crocker
Massachusetts
$16.3K – – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$11K -$1.37K -75 -11%
NFG
34
Next Financial Group
Texas
$5K +$2.5K +150 +100%
TDC
35
Thompson Davis & Co
Virginia
$4K – – –
PCM
36
Penserra Capital Management
California
$3K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2K – – –
RCM
38
Robinson Capital Management
Michigan
– -$1.71M -100,912 Closed
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
– -$695K -40,877 Closed
SCM
40
Sterneck Capital Management
Missouri
– -$313K -18,410 Closed
BRWA
41
B. Riley Wealth Advisors
Florida
– -$242K -14,215 Closed
AIG
42
American International Group
New York
– -$116K -6,832 Closed
AWM
43
Avior Wealth Management
Nebraska
– -$28K -1,649 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$3K -204 Closed
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