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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

49 hedge funds and large institutions have $59.5M invested in Guggenheim Strategic Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2M
2
Invesco
Invesco
Georgia
+$1.87M
3
Cohen & Steers
Cohen & Steers
New York
+$1.21M
4
NL
NWAM LLC
Washington
+$446K
5
RJA
Raymond James & Associates
Florida
+$408K

Top Sellers

1
UR
USCA RIA
Texas
-$3.17M
2
Bank of America
Bank of America
North Carolina
-$1.85M
3
AG
Advisor Group
Arizona
-$1.6M
4
CAN
Cetera Advisor Networks
California
-$424K
5
VF
Virtu Financial
New York
-$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$446K +$446K +21,974 New
APA
27
American Portfolios Advisors
New York
$395K +$77.1K +3,800 +24%
OC
28
Oppenheimer & Co
New York
$310K -$3.29K -162 -1%
PAG
29
Private Advisor Group
New Jersey
$282K +$282K +13,877 New
UR
30
USCA RIA
Texas
$261K -$3.17M -156,024 -92%
RIA
31
RPG Investment Advisory
California
$212K – – –
IA
32
IFP Advisors
Florida
$193K – – –
GWM
33
Geneos Wealth Management
Colorado
$187K -$59.9K -2,959 -24%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$176K -$5.06K -249 -3%
SP
35
SWS Partners
Ohio
$122K – – –
IWM
36
IHT Wealth Management
Illinois
$122K +$2.51K +124 +2%
CFN
37
Cordasco Financial Network
Florida
$71K +$71K +3,487 New
Citigroup
38
Citigroup
New York
$70K – – –
ASN
39
Advisory Services Network
Georgia
$55K – – –
BAM
40
Bruderman Asset Management
New York
$49K +$49K +2,410 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K +$528 +26 +2%
SWP
42
Stratos Wealth Partners
Ohio
$19K +$229 +11 +1%
VCM
43
Virtue Capital Management
Tennessee
$15K +$15K +732 New
RFM
44
Royal Fund Management
Florida
$9K +$9K +450 New
JCM
45
Jacobi Capital Management
Pennsylvania
$8K +$213 +11 +3%
TDC
46
Thompson Davis & Co
Virginia
$4K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$3K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$2.44K +$2.44K +120 New
ACS
49
Archford Capital Strategies
Illinois
$2K +$2K +100 New
CAN
50
Cetera Advisor Networks
California
– -$424K -19,681 Closed
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2
3