GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
26
Illumine Investment Management
Washington
$2.65M +$2.65M +173,467 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.58M -$695K -45,529 -21%
TI
28
TrueMark Investments
Illinois
$2.55M -$1.96M -128,412 -43%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.47M +$235K +15,384 +11%
Truist Financial
30
Truist Financial
North Carolina
$2.46M +$191K +12,507 +8%
IA
31
IFP Advisors
Florida
$2.13M +$213K +13,986 +11%
PS
32
Principal Securities
Iowa
$2.03M +$105K +6,879 +5%
SA
33
Sovran Advisors
California
$1.64M +$1.64M +107,771 New
MA
34
Mutual Advisors
Nebraska
$1.63M +$168K +10,958 +11%
FFA
35
Founders Financial Alliance
North Carolina
$1.62M -$94.4K -6,186 -6%
NA
36
NewEdge Advisors
Louisiana
$1.62M +$100K +6,559 +7%
PAG
37
Private Advisor Group
New Jersey
$1.61M -$48.3K -3,163 -3%
AWS
38
Atria Wealth Solutions
New York
$1.6M +$52.9K +3,468 +3%
SPIA
39
Steward Partners Investment Advisory
New York
$1.53M +$273K +17,867 +22%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.33M +$809K +53,039 +155%
AIP
41
Almanack Investment Partners
Pennsylvania
$1.23M -$207K -13,568 -14%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$1.22M +$68.3K +4,477 +6%
SPC
43
Sigma Planning Corp
Michigan
$1.18M +$7.92K +519 +0.7%
AAS
44
Avantax Advisory Services
Texas
$1.18M +$36.2K +2,374 +3%
Ameriprise
45
Ameriprise
Minnesota
$1.11M -$36.1K -2,367 -3%
PI
46
PFG Investments
New York
$1.1M -$31.5K -2,064 -3%
DAS
47
Dynamic Advisor Solutions
Arizona
$1.08M +$126K +8,250 +13%
UB
48
UMB Bank
Missouri
$1.05M +$1.05M +69,122 New
KAS
49
Kestra Advisory Services
Texas
$1.05M +$688K +45,080 +189%
BCM
50
Brookstone Capital Management
Illinois
$992K -$53.8K -3,527 -5%
1
2
3 4 5