Guggenheim Strategic Opportunities Fund
61 hedge funds and large institutions have $111M invested in Guggenheim Strategic Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
7% more capital invested
Capital invested by funds: $104M → $111M (+$6.82M)
0.35% more ownership
Funds ownership: 15% → 15.34% (+0.35%)
0% more funds holding
Funds holding: 61 → 61 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.04M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.47M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.19M |
| 4 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$1.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.22M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$366K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$349K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$347K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$342K |
GOF Hedge Fund Activity: Q3 2020 in Review
61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2020, worth a combined $111M — up 6.6% from $104M a quarter earlier.
Fund positioning in GOF was balanced in Q3 2020: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.
- 61 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $111M of Guggenheim Strategic Opportunities Fund stock for Q3 2020, up 6.6% quarter-over-quarter.
- 8 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of 0 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2020 was Ameriprise, an estimated $2.04M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2020.