GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

150 hedge funds and large institutions have $367M invested in Guggenheim Strategic Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
68
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$25.1M
2
VCP
Verus Capital Partners
Arizona
$11.4M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.34M
5
AIP
Almanack Investment Partners
Pennsylvania
$1.49M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$315K
3
Cohen & Steers
Cohen & Steers
New York
$7.88M
4
SIC
Samalin Investment Counsel
New York
$0
5
Baird Financial Group
Baird Financial Group
Wisconsin
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
26
Marks Group Wealth Management
Minnesota
$3.09M +$6.56K +416 +0.2%
WS
27
Wedbush Securities
California
$2.89M +$262K +16,612 +10%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.8M -$163K -10,363 -6%
Truist Financial
29
Truist Financial
North Carolina
$2.35M -$20K -1,269 -0.8%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.31M +$70.5K +4,472 +3%
PS
31
Principal Securities
Iowa
$1.98M +$279K +17,720 +16%
IA
32
IFP Advisors
Florida
$1.98M +$1.48M +93,899 +295%
FFA
33
Founders Financial Alliance
North Carolina
$1.77M +$180K +11,393 +11%
PAG
34
Private Advisor Group
New Jersey
$1.72M +$43.1K +2,736 +3%
AWS
35
Atria Wealth Solutions
New York
$1.6M +$14.4K +912 +0.9%
NA
36
NewEdge Advisors
Louisiana
$1.57M -$8.86K -562 -0.6%
MA
37
Mutual Advisors
Nebraska
$1.49M -$113K -7,241 -7%
AIP
38
Almanack Investment Partners
Pennsylvania
$1.49M +$1.49M +94,244 New
SFS
39
Sowell Financial Services
Arkansas
$1.46M -$86.9K -5,515 -6%
SPIA
40
Steward Partners Investment Advisory
New York
$1.3M +$41.9K +2,658 +3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.29M +$311K +19,737 +32%
SPC
42
Sigma Planning Corp
Michigan
$1.21M +$18.2K +1,156 +2%
Ameriprise
43
Ameriprise
Minnesota
$1.19M -$89.7K -5,694 -7%
TVAMP
44
Tennessee Valley Asset Management Partners
Tennessee
$1.18M +$202K +12,840 +21%
AAS
45
Avantax Advisory Services
Texas
$1.18M +$5.3K +336 +0.5%
PI
46
PFG Investments
New York
$1.17M +$403K +25,549 +53%
BCM
47
Brookstone Capital Management
Illinois
$1.08M -$34.6K -2,194 -3%
RJT
48
Raymond James Trust
Florida
$1.04M +$275K +17,460 +36%
DC
49
Davenport & Co
Virginia
$1.03M +$278K +17,622 +37%
DAS
50
Dynamic Advisor Solutions
Arizona
$989K +$31.1K +1,976 +3%
1
2
3 4 5