GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

58 hedge funds and large institutions have $77.9M invested in Guggenheim Strategic Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.92M
2
CWM
Cornerstone Wealth Management
Missouri
+$2.74M
3
RJA
Raymond James & Associates
Florida
+$710K
4
CAN
Cetera Advisor Networks
California
+$524K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$406K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$565K
2
Millennium Management
Millennium Management
New York
-$385K
3
RIA
RPG Investment Advisory
California
-$212K
4
GWM
Geneos Wealth Management
Colorado
-$145K
5
UBS Group
UBS Group
Switzerland
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$442K +$15.4K +700 +4%
LPL Financial
27
LPL Financial
California
$426K -$100K -4,576 -19%
PAG
28
Private Advisor Group
New Jersey
$372K +$67.4K +3,071 +22%
US Bancorp
29
US Bancorp
Minnesota
$371K +$371K +16,904 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$329K +$329K +15,000 New
UR
31
USCA RIA
Texas
$282K – – –
SAS
32
Stelac Advisory Services
New York
$266K +$266K +12,138 New
Millennium Management
33
Millennium Management
New York
$251K -$385K -17,534 -61%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$250K +$250K +11,392 New
OC
35
Oppenheimer & Co
New York
$236K -$99.3K -4,523 -30%
CF
36
Centaurus Financial
California
$228K +$228K +10,375 New
LNC
37
Lincoln National Corp
Pennsylvania
$216K +$216K +9,825 New
Creative Planning
38
Creative Planning
Kansas
$211K +$211K +9,596 New
BF
39
BOK Financial
Oklahoma
$206K +$206K +9,369 New
IA
40
IFP Advisors
Florida
$199K +$2.72K +124 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$190K – – –
QCIG
42
Quad-Cities Investment Group
Iowa
$169K +$169K +7,762 New
Citigroup
43
Citigroup
New York
$79K +$2.39K +108 +3%
CFN
44
Cordasco Financial Network
Florida
$77K – – –
ASN
45
Advisory Services Network
Georgia
$74K +$15.2K +700 +26%
GWM
46
Geneos Wealth Management
Colorado
$57K -$145K -6,631 -72%
BAM
47
Bruderman Asset Management
New York
$53K – – –
BCA
48
Bay Colony Advisors
Massachusetts
$53K +$53K +2,423 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$1.41K -64 -5%
AWM
50
Avior Wealth Management
Nebraska
$16K +$16K +737 New
1
2
3