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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

56 hedge funds and large institutions have $77.6M invested in Guggenheim Strategic Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.93M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.08M
4
AG
Advisor Group
Arizona
+$994K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$420K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.09M
2
CWM
Cornerstone Wealth Management
Missouri
-$1.69M
3
NL
NWAM LLC
Washington
-$853K
4
Cohen & Steers
Cohen & Steers
New York
-$680K
5
SAS
Stelac Advisory Services
New York
-$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$15K – – –
FHA
52
First Horizon Advisors
Tennessee
$10K – – –
RFM
53
Royal Fund Management
Florida
$9K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$5K +$5K +250 New
TDC
55
Thompson Davis & Co
Virginia
$4K – – –
NL
56
NWAM LLC
Washington
– -$853K -38,857 Closed
SAS
57
Stelac Advisory Services
New York
– -$266K -12,138 Closed
CF
58
Centaurus Financial
California
– -$228K -10,375 Closed
Creative Planning
59
Creative Planning
Kansas
– -$211K -9,596 Closed
BF
60
BOK Financial
Oklahoma
– -$206K -9,369 Closed
BCA
61
Bay Colony Advisors
Massachusetts
– -$53K -2,423 Closed
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$29K -1,315 Closed
JCM
63
Jacobi Capital Management
Pennsylvania
– -$9K -425 Closed
FGAM
64
Financial Gravity Asset Management
Texas
– -$8K -381 Closed
SPIA
65
Steward Partners Investment Advisory
New York
– -$3K -152 Closed
UBS AM
66
UBS AM
Illinois
– -$66 -3 Closed
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