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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

56 hedge funds and large institutions have $77.6M invested in Guggenheim Strategic Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.93M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.08M
4
AG
Advisor Group
Arizona
+$994K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$420K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.09M
2
CWM
Cornerstone Wealth Management
Missouri
-$1.69M
3
NL
NWAM LLC
Washington
-$853K
4
Cohen & Steers
Cohen & Steers
New York
-$680K
5
SAS
Stelac Advisory Services
New York
-$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$474K -$22.6K -1,086 -5%
APA
27
American Portfolios Advisors
New York
$452K +$29.3K +1,393 +7%
LPL Financial
28
LPL Financial
California
$448K +$39.9K +1,901 +10%
PAG
29
Private Advisor Group
New Jersey
$406K +$49.8K +2,367 +14%
Millennium Management
30
Millennium Management
New York
$378K +$138K +6,578 +58%
UCFA
31
United Capital Financial Advisors
Texas
$374K +$374K +17,797 New
US Bancorp
32
US Bancorp
Minnesota
$355K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$271K +$32.5K +1,550 +14%
UR
34
USCA RIA
Texas
$270K – – –
LNC
35
Lincoln National Corp
Pennsylvania
$251K +$44.7K +2,130 +22%
QCIG
36
Quad-Cities Investment Group
Iowa
$232K +$69K +3,283 +42%
IWM
37
IHT Wealth Management
Illinois
$225K +$225K +10,691 New
OC
38
Oppenheimer & Co
New York
$221K -$4.64K -221 -2%
GWM
39
Geneos Wealth Management
Colorado
$219K +$164K +7,850 +300%
IA
40
IFP Advisors
Florida
$196K +$5.28K +251 +3%
CA
41
Calton & Associates
Florida
$158K +$158K +10,649 New
Citigroup
42
Citigroup
New York
$97K +$21.9K +1,043 +29%
CFN
43
Cordasco Financial Network
Florida
$73K – – –
ASN
44
Advisory Services Network
Georgia
$57K -$14.7K -700 -21%
BAM
45
Bruderman Asset Management
New York
$51K – – –
NFG
46
Next Financial Group
Texas
$37K +$37K +1,740 New
FHB
47
First Hawaiian Bank
Hawaii
$36K +$36K +1,729 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$24K +$24K +1,150 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$22K +$19.3K +860 +717%
SWP
50
Stratos Wealth Partners
Ohio
$20K +$20K +935 New
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