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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

115 hedge funds and large institutions have $256M invested in Guggenheim Strategic Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+31
Holders Change %
+36.9%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
61
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$17.3M
2
UBS Group
UBS Group
Switzerland
$22.9M
3
KIM
Karpus Investment Management
New York
$9.92M
4
AAM
Advisors Asset Management
Colorado
$6.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.63M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$0
2
VF
Virtu Financial
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
HI
Harbour Investments
Wisconsin
$1.06M
5
IWM
IHT Wealth Management
Illinois
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$2.4M +$767K +41,885 +47%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.02M +$1.21M +66,318 +151%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$74.1K +4,045 +5%
Wells Fargo
29
Wells Fargo
California
$1.49M +$1.11M +60,619 +297%
CAN
30
Cetera Advisor Networks
California
$1.35M +$300K +16,362 +29%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.31M +$487K +26,561 +59%
NA
32
NewEdge Advisors
Louisiana
$1.23M +$1.23M +67,006 New
DJYG
33
David J. Yvars Group
Florida
$1.21M +$1.21M +66,710 New
PAG
34
Private Advisor Group
New Jersey
$1.1M +$692K +37,791 +171%
Invesco
35
Invesco
Georgia
$1.08M +$1.08M +58,710 New
HI
36
Harbour Investments
Wisconsin
$1.06M -$150K -8,203 -12%
RJT
37
Raymond James Trust
Florida
$1.04M +$1.04M +56,771 New
PGWM
38
Parisi Gray Wealth Management
New Jersey
$999K +$535K +29,216 +115%
WWM
39
Wagner Wealth Management
South Carolina
$991K +$4.76K +260 +0.5%
FFA
40
Founders Financial Alliance
North Carolina
$987K -$67.6K -3,691 -6%
DC
41
Davenport & Co
Virginia
$955K +$366K +19,971 +62%
MML Investors Services
42
MML Investors Services
Massachusetts
$940K +$201K +10,989 +27%
SPIA
43
Steward Partners Investment Advisory
New York
$934K +$793K +43,284 +562%
BRWA
44
B. Riley Wealth Advisors
Florida
$916K +$709K +38,668 +342%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$872K +$872K +47,599 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$865K +$519K +28,332 +150%
WS
47
Wedbush Securities
California
$816K +$569K +31,072 +231%
KA
48
Kovack Advisors
Florida
$799K +$240K +13,110 +43%
APA
49
American Portfolios Advisors
New York
$787K +$178K +9,700 +29%
DAS
50
Dynamic Advisor Solutions
Arizona
$765K +$129K +7,016 +20%
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