Guggenheim Strategic Opportunities Fund
58 hedge funds and large institutions have $80.1M invested in Guggenheim Strategic Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 56 → 58 (+2)
2.41% more ownership
Funds ownership: 12.41% → 14.82% (+2.4%)
3% more capital invested
Capital invested by funds: $77.6M → $80.1M (+$2.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.02M |
| 2 |
Cohen & Steers
New York
|
+$1.71M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.41M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.15M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$468K |
| 3 |
Millennium Management
New York
|
-$378K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$221K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$158K |
GOF Hedge Fund Activity: Q4 2018 in Review
58 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2018, worth a combined $80.1M — up 3.3% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GOF positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.02M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $1.15M sold.
- 58 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2018, up from 56 in Q3 2018.
- Funds reported $80.1M of Guggenheim Strategic Opportunities Fund stock for Q4 2018, up 3.3% quarter-over-quarter.
- 10 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2018 and 7 closed out, a net change of +3 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2018 was Morgan Stanley, an estimated $3.02M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2018.