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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

135 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
52
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
Cohen & Steers
Cohen & Steers
New York
$9.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.06M
4
PCIA
Prime Capital Investment Advisors
Kansas
$15M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$4.07M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.29M
3
Wells Fargo
Wells Fargo
California
$97.1K
4
BCM
Brookstone Capital Management
Illinois
$931K
5
SPC
Sigma Planning Corp
Michigan
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$2.02M -$921K -71,945 -31%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.99M +$229K +17,912 +13%
DADC
28
D.A. Davidson & Co
Montana
$1.96M +$743K +58,051 +61%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.96M +$795K +62,111 +68%
WS
30
Wedbush Securities
California
$1.9M +$441K +34,460 +30%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.8M +$14.6K +1,137 +0.8%
PAG
32
Private Advisor Group
New Jersey
$1.59M -$48.2K -3,767 -3%
RJA
33
Raymond James & Associates
Florida
$1.58M +$68.6K +5,358 +5%
TVAMP
34
Tennessee Valley Asset Management Partners
Tennessee
$1.52M +$984K +76,860 +184%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$44.8K +3,502 +3%
Ameriprise
36
Ameriprise
Minnesota
$1.51M -$364K -28,365 -19%
FFN
37
Focus Financial Network
Minnesota
$1.23M +$1.23M +96,114 New
SPC
38
Sigma Planning Corp
Michigan
$1.15M -$1.32M -102,939 -53%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.13M +$49.7K +3,882 +5%
PS
40
Principal Securities
Iowa
$1.09M +$1.09M +85,307 New
CP
41
Camelot Portfolios
Ohio
$999K +$999K +78,035 New
SPIA
42
Steward Partners Investment Advisory
New York
$984K +$45.5K +3,552 +5%
SIC
43
Samalin Investment Counsel
New York
$936K +$936K +73,089 New
BCM
44
Brookstone Capital Management
Illinois
$931K -$2.3M -179,318 -71%
AAS
45
Avantax Advisory Services
Texas
$894K -$638K -49,871 -42%
NA
46
NewEdge Advisors
Louisiana
$874K -$24.4K -1,868 -3%
DAS
47
Dynamic Advisor Solutions
Arizona
$858K +$113K +8,353 +15%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$844K +$31.3K +2,444 +4%
FFA
49
Founders Financial Alliance
North Carolina
$839K +$11.7K +914 +1%
SFS
50
Sowell Financial Services
Arkansas
$824K -$4.32K -337 -0.5%
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