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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

45 hedge funds and large institutions have $61.1M invested in Guggenheim Strategic Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.2M
2
Bank of America
2
Bank of America
North Carolina
$2.81M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$623K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$710K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$488K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$501K
3
Bessemer Group
3
Bessemer Group
New Jersey
$4.8M
4
GC
4
Guggenheim Capital
Illinois
$11.4M
5
Invesco
5
Invesco
Georgia
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$434K 20,577 -1,502 -7%
GS
27
Girard Securities
California
$400K 18,984 +5,226 +38%
NPC
28
National Planning Corporation
California
$374K 17,644 +5,302 +43%
OC
29
Oppenheimer & Co
New York
$310K 14,655 +14,655 New
MML Investors Services
30
MML Investors Services
Massachusetts
$256K 12,123 +1,801 +17%
GWM
31
Geneos Wealth Management
Colorado
$216K 10,265 -143 -1%
IA
32
IFP Advisors
Florida
$215K 10,178 +8 +0.1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$211K 10,007 +10,007 New
DC
34
Davenport & Co
Virginia
$207K 9,800 +9,800 New
Creative Planning
35
Creative Planning
Kansas
$149K 7,071 +1,240 +21%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$149K 7,033 +5,283 +302%
Citigroup
37
Citigroup
New York
$73K 3,470 – –
BAM
38
Bruderman Asset Management
New York
$51K 2,410 +2,410 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K 1,286 +1,286 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$12.7K 600 -300 -33%
NFG
41
Next Financial Group
Texas
$11K 500 – –
JCM
42
Jacobi Capital Management
Pennsylvania
$8K 395 +395 New
PCM
43
Penserra Capital Management
California
$6K 288 +26 +10%
TDC
44
Thompson Davis & Co
Virginia
$4K 200 – –
SPIA
45
Steward Partners Investment Advisory
New York
$3K 152 – –
WA
46
WFG Advisors
Texas
– – -2,100 Closed
WP
47
WealthPLAN Partners
Nebraska
– – -604 Closed
ACS
48
Archford Capital Strategies
Illinois
– – -100 Closed
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