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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

126 hedge funds and large institutions have $275M invested in Guggenheim Strategic Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
47
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$63.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.14M
3
UBS Group
UBS Group
Switzerland
$27.3M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
FFA
Founders Financial Alliance
North Carolina
$2.18M

Top Sellers

1
KIM
Karpus Investment Management
New York
$775K
2
CP
Castleview Partners
Texas
$538K
3
Bank of America
Bank of America
North Carolina
$4.06M
4
YCM
Yakira Capital Management
Connecticut
$0
5
CP
Camelot Portfolios
Ohio
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$272K +14,304 +17%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.91M +$557K +29,333 +41%
AWS
28
Atria Wealth Solutions
New York
$1.67M +$1.67M +87,731 New
PAG
29
Private Advisor Group
New Jersey
$1.63M +$494K +26,004 +43%
CAN
30
Cetera Advisor Networks
California
$1.58M +$187K +9,835 +13%
CCP
31
Clough Capital Partners
Massachusetts
$1.53M -$1.5M -79,016 -50%
Wells Fargo
32
Wells Fargo
California
$1.33M -$211K -11,086 -14%
NA
33
NewEdge Advisors
Louisiana
$1.16M -$116K -6,097 -9%
PGWM
34
Parisi Gray Wealth Management
New Jersey
$1.1M +$59.3K +3,120 +6%
CP
35
Camelot Portfolios
Ohio
$1.08M -$2.35M -123,485 -69%
DJYG
36
David J. Yvars Group
Florida
$1.07M -$197K -10,397 -16%
SPIA
37
Steward Partners Investment Advisory
New York
$1.04M +$70.6K +3,716 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.03M +$56.8K +2,986 +6%
BRWA
39
B. Riley Wealth Advisors
Florida
$1.03M +$77.5K +4,074 +8%
KA
40
Kovack Advisors
Florida
$978K +$149K +7,844 +18%
DC
41
Davenport & Co
Virginia
$951K -$39.9K -2,098 -4%
Invesco
42
Invesco
Georgia
$928K -$188K -9,901 -17%
APA
43
American Portfolios Advisors
New York
$862K +$44.9K +2,360 +5%
RJT
44
Raymond James Trust
Florida
$833K -$247K -12,972 -23%
DAS
45
Dynamic Advisor Solutions
Arizona
$783K -$11.2K -591 -1%
KIM
46
Karpus Investment Management
New York
$775K -$9.52M -500,657 -92%
FFA
47
First Foundation Advisors
California
$739K +$266K +14,000 +56%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$649K -$256K -13,468 -28%
AWM
49
AE Wealth Management
Kansas
$623K +$142K +7,460 +29%
CA
50
Cetera Advisors
Colorado
$602K +$237K +12,483 +65%
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