GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $228M invested in Guggenheim Strategic Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$57.1M
2
PCIA
Prime Capital Investment Advisors
Kansas
$6.28M
3
AAS
Avantax Advisory Services
Texas
$1.12M
4
BWA
BDO Wealth Advisors
Florida
$804K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.23M

Top Sellers

1
VCP
Verus Capital Partners
Arizona
$7.48M
2
UBS Group
UBS Group
Switzerland
$16.2M
3
Cohen & Steers
Cohen & Steers
New York
$9.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
CP
Castleview Partners
Texas
$21.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.61M -$6.55K -407 -0.4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.57M -$52K -3,229 -3%
Wells Fargo
28
Wells Fargo
California
$1.53M +$406K +25,210 +36%
FFA
29
Founders Financial Alliance
North Carolina
$1.44M -$400K -24,863 -22%
AWS
30
Atria Wealth Solutions
New York
$1.21M -$207K -12,883 -15%
AAS
31
Avantax Advisory Services
Texas
$1.12M +$1.12M +69,812 New
NA
32
NewEdge Advisors
Louisiana
$951K -$29.3K -1,820 -3%
DJYG
33
David J. Yvars Group
Florida
$931K +$21K +1,297 +2%
PGWM
34
Parisi Gray Wealth Management
New Jersey
$928K +$161 +10 +0%
CAN
35
Cetera Advisor Networks
California
$922K -$420K -26,061 -31%
HI
36
Harbour Investments
Wisconsin
$913K +$913K +56,736 New
MML Investors Services
37
MML Investors Services
Massachusetts
$898K +$23.7K +1,474 +3%
SPIA
38
Steward Partners Investment Advisory
New York
$861K -$19.4K -1,204 -2%
CA
39
Cetera Advisors
Colorado
$819K +$310K +19,252 +61%
BRWA
40
B. Riley Wealth Advisors
Florida
$818K -$52.3K -3,250 -6%
BWA
41
BDO Wealth Advisors
Florida
$804K +$804K +50,000 New
APA
42
American Portfolios Advisors
New York
$726K -$3.83K -238 -0.5%
RJT
43
Raymond James Trust
Florida
$705K – – –
AWM
44
AE Wealth Management
Kansas
$695K +$168K +10,416 +32%
KA
45
Kovack Advisors
Florida
$686K -$142K -8,836 -17%
DC
46
Davenport & Co
Virginia
$682K -$122K -7,596 -15%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$646K +$96.6K +6,000 +18%
DAS
48
Dynamic Advisor Solutions
Arizona
$643K -$19.8K -1,227 -3%
FFA
49
First Foundation Advisors
California
$626K – – –
CW
50
CreativeOne Wealth
Kansas
$615K +$417K +25,886 +210%
1
2
3 4 5