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Guggenheim Strategic Opportunities Fund

42 hedge funds and large institutions have $50.3M invested in Guggenheim Strategic Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
26
Girard Securities
California
$248K -$46.9K -2,390 -16%
Millennium Management
27
Millennium Management
New York
$211K +$211K +10,730 New
AG
28
Advisor Group
Arizona
$189K +$58.3K +2,975 +45%
GWM
29
Geneos Wealth Management
Colorado
$182K -$3.13K -160 -2%
GWS
30
Glassman Wealth Services
Virginia
$173K +$3.93K +200 +2%
IA
31
IFP Advisors
Florida
$141K +$62.2K +3,163 +79%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$109K +$55.8K +2,860 +105%
GBBWRPM
33
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K
Citigroup
34
Citigroup
New York
$68K
BAM
35
Bruderman Asset Management
New York
$47K
Creative Planning
36
Creative Planning
Kansas
$41K -$5.94K -300 -13%
WEC
37
Winslow Evans & Crocker
Massachusetts
$17.7K
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$402 +20 +3%
NFG
39
Next Financial Group
Texas
$6K
TDC
40
Thompson Davis & Co
Virginia
$4K
PCM
41
Penserra Capital Management
California
$4K
SPIA
42
Steward Partners Investment Advisory
New York
$2K +$2K +152 New
ACS
43
Archford Capital Strategies
Illinois
$1K
VIA
44
Vantage Investment Advisors
Pennsylvania
-$43K -2,225 Closed
SBL
45
Sargent Bickham Lagudis
Colorado
-$10 -500 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$2K -100 Closed