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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

41 hedge funds and large institutions have $54.8M invested in Guggenheim Strategic Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$11.2M
2
UBS Group
UBS Group
Switzerland
+$1.58M
3
Bank of America
Bank of America
North Carolina
+$1.17M
4
AAM
Advisors Asset Management
Colorado
+$960K
5
Morgan Stanley
Morgan Stanley
New York
+$741K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$3.1M
2
WA
WFG Advisors
Texas
-$240K
3
Wells Fargo
Wells Fargo
California
-$229K
4
Millennium Management
Millennium Management
New York
-$211K
5
GWS
Glassman Wealth Services
Virginia
-$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
26
National Planning Corporation
California
$253K -$14.1K -690 -5%
GWM
27
Geneos Wealth Management
Colorado
$211K +$22.3K +1,100 +12%
MML Investors Services
28
MML Investors Services
Massachusetts
$210K +$210K +10,322 New
IA
29
IFP Advisors
Florida
$207K +$61.1K +3,000 +42%
Creative Planning
30
Creative Planning
Kansas
$119K +$76.7K +3,760 +182%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$102K -$11.8K -579 -10%
Citigroup
32
Citigroup
New York
$71K – – –
WA
33
WFG Advisors
Texas
$43K -$240K -11,720 -85%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36K +1,750 New
WEC
35
Winslow Evans & Crocker
Massachusetts
$18.3K – – –
WP
36
WealthPLAN Partners
Nebraska
$12.4K +$12.4K +604 New
NFG
37
Next Financial Group
Texas
$10K +$4K +200 +67%
PCM
38
Penserra Capital Management
California
$5K +$191 +10 +4%
TDC
39
Thompson Davis & Co
Virginia
$4K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$3K – – –
ACS
41
Archford Capital Strategies
Illinois
$2K – – –
LCM
42
Laurion Capital Management
New York
– -$3.1M -157,768 Closed
Millennium Management
43
Millennium Management
New York
– -$211K -10,730 Closed
GWS
44
Glassman Wealth Services
Virginia
– -$173K -8,800 Closed
GBBWRPM
45
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$94K -4,754 Closed
BAM
46
Bruderman Asset Management
New York
– -$47K -2,410 Closed
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$14K -697 Closed
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