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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

45 hedge funds and large institutions have $69.7M invested in Guggenheim Strategic Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15M
3
Bank of America
3
Bank of America
North Carolina
$4.19M
4
AG
4
Advisor Group
Arizona
$1.53M
5
VF
5
Virtu Financial
New York
$561K

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$3.24M
2
Invesco
2
Invesco
Georgia
$2.12M
3
DC
3
Davenport & Co
Virginia
$0
4
GC
4
Guggenheim Capital
Illinois
$11.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$520K +$82.4K +3,873 +19%
RJA
27
Raymond James & Associates
Florida
$466K -$29.6K -1,390 -6%
JG
28
Jefferies Group
New York
$453K – – –
Creative Planning
29
Creative Planning
Kansas
$441K +$290K +13,628 +193%
GS
30
Girard Securities
California
$397K -$8.76K -410 -2%
OC
31
Oppenheimer & Co
New York
$337K +$24.6K +1,152 +8%
MML Investors Services
32
MML Investors Services
Massachusetts
$271K +$12.6K +593 +5%
GWM
33
Geneos Wealth Management
Colorado
$232K +$13.4K +631 +6%
Millennium Management
34
Millennium Management
New York
$227K +$227K +10,670 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$221K +$10.2K +485 +5%
IA
36
IFP Advisors
Florida
$217K -$171 -8 -0.1%
RIA
37
RPG Investment Advisory
California
$213K +$213K +10,000 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$190K +$40.1K +1,882 +27%
Citigroup
39
Citigroup
New York
$74K – – –
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K +$701 +33 +3%
NFG
41
Next Financial Group
Texas
$13K +$2.17K +100 +20%
JCM
42
Jacobi Capital Management
Pennsylvania
$8K – – –
PCM
43
Penserra Capital Management
California
$5K -$217 -12 -4%
TDC
44
Thompson Davis & Co
Virginia
$4K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$3K – – –
DC
46
Davenport & Co
Virginia
– -$207K -9,800 Closed
BAM
47
Bruderman Asset Management
New York
– -$51K -2,410 Closed
WEC
48
Winslow Evans & Crocker
Massachusetts
– -$12.7K -600 Closed
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