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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

70 hedge funds and large institutions have $129M invested in Guggenheim Strategic Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M
2
UBS Group
UBS Group
Switzerland
+$996K
3
Bank of America
Bank of America
North Carolina
+$872K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$859K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$796K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800K
2
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$326K
3
SFS
Sowell Financial Services
Arkansas
-$260K
4
IWM
IHT Wealth Management
Illinois
-$195K
5
AWM
AE Wealth Management
Kansas
-$180K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
26
Parisi Gray Wealth Management
New Jersey
$529K +$73.4K +3,785 +16%
KA
27
Kovack Advisors
Florida
$483K +$4.27K +220 +0.9%
DAS
28
Dynamic Advisor Solutions
Arizona
$477K +$109K +5,638 +30%
Wells Fargo
29
Wells Fargo
California
$410K -$75K -3,871 -15%
IWM
30
IHT Wealth Management
Illinois
$404K -$195K -10,033 -33%
ACP
31
Aviance Capital Partners
Florida
$399K – – –
MFG
32
Merit Financial Group
Georgia
$394K -$64.6K -3,325 -14%
APA
33
American Portfolios Advisors
New York
$342K – – –
WP
34
WealthShield Partners
North Carolina
$320K +$320K +16,487 New
Citigroup
35
Citigroup
New York
$287K +$283K +14,572 +7,286%
FFA
36
Founders Financial Alliance
North Carolina
$275K +$15.5K +800 +6%
GCP
37
Gill Capital Partners
Colorado
$266K – – –
CPW
38
Catalyst Private Wealth
California
$265K +$5.63K +290 +2%
IAIM
39
International Assets Investment Management
Florida
$258K -$2.48K -128 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$231K +$562 +29 +0.2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$225K +$46.1K +2,381 +26%
CAN
42
Claraphi Advisory Network
United States
$220K +$220K +11,332 New
BFS
43
Bard Financial Services
Connecticut
$219K +$219K +11,280 New
GWM
44
Geneos Wealth Management
Colorado
$216K -$179K -8,543 -45%
EWA
45
EP Wealth Advisors
California
$213K +$213K +11,000 New
QCIG
46
Quad-Cities Investment Group
Iowa
$210K +$210K +10,814 New
KAS
47
Kestra Advisory Services
Texas
$204K -$74.8K -3,875 -27%
CCG
48
Capital CS Group
California
$202K +$202K +10,405 New
CF
49
Centaurus Financial
California
$200K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$160K -$24.9K -1,281 -13%
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