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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

84 hedge funds and large institutions have $155M invested in Guggenheim Strategic Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
52
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$46.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
$4.67M
3
Ameriprise
Ameriprise
Minnesota
$9.96M
4
BCA
Bay Colony Advisors
Massachusetts
$1.83M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.55M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$1.09M
2
WP
WealthShield Partners
North Carolina
$0
3
DY
Dowling & Yahnke
California
$0
4
Truist Financial
Truist Financial
North Carolina
$1.7M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$59K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$841K +$448K +23,368 +114%
MML Investors Services
27
MML Investors Services
Massachusetts
$773K +$418K +21,837 +118%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$755K +$247K +12,900 +49%
DAS
29
Dynamic Advisor Solutions
Arizona
$665K +$44.8K +2,339 +7%
APA
30
American Portfolios Advisors
New York
$637K +$159K +8,285 +33%
DC
31
Davenport & Co
Virginia
$615K +$615K +32,134 New
VFA
32
Valeo Financial Advisors
Indiana
$598K +$598K +31,239 New
KA
33
Kovack Advisors
Florida
$584K +$65.2K +3,404 +13%
YCM
34
Yakira Capital Management
Connecticut
$522K +$331K +17,275 +173%
PGWM
35
Parisi Gray Wealth Management
New Jersey
$486K +$154 +8 +0%
MFG
36
Merit Financial Group
Georgia
$474K +$1.86K +97 +0.4%
FFA
37
First Foundation Advisors
California
$462K – – –
PAG
38
Private Advisor Group
New Jersey
$423K +$42.3K +2,205 +11%
FFN
39
Focus Financial Network
Minnesota
$419K +$54.9K +2,868 +15%
IWM
40
IHT Wealth Management
Illinois
$404K +$2.09K +109 +0.5%
ACP
41
Aviance Capital Partners
Florida
$394K – – –
Wells Fargo
42
Wells Fargo
California
$391K +$67.5K +3,524 +21%
Cohen & Steers
43
Cohen & Steers
New York
$384K +$384K +20,045 New
VF
44
Virtu Financial
New York
$366K +$366K +19,107 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$363K +$8.33K +434 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$325K +$325K +16,970 New
QCIG
47
Quad-Cities Investment Group
Iowa
$301K +$6.97K +364 +2%
CAN
48
Claraphi Advisory Network
United States
$284K +$47.4K +2,471 +20%
ASN
49
Advisory Services Network
Georgia
$272K +$168K +8,796 +162%
GCP
50
Gill Capital Partners
Colorado
$264K – – –
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2
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