Guggenheim Strategic Opportunities Fund
53 hedge funds and large institutions have $90.4M invested in Guggenheim Strategic Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.56M |
| 2 |
Morgan Stanley
New York
|
+$1.08M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.05M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$597K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$521K |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$4.22M |
| 2 |
SG Americas Securities
New York
|
-$591K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$391K |
| 4 |
SAS
Stelac Advisory Services
New York
|
-$256K |
| 5 |
UR
USCA RIA
Houston,
Texas
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $8K | +$8K | +400 | New |
|
|
GSWM
52
Golden State Wealth Management
Santa Ana,
California
| $6K | – | – | – |
|
|
FGAM
53
Financial Gravity Asset Management
Lakeway,
Texas
| $1K | +$1K | +71 | New |
|
|
54
SG Americas Securities
New York
| – | -$591K | -30,091 | Closed |
|
|
SAS
55
Stelac Advisory Services
New York
| – | -$256K | -14,000 | Closed |
|
|
UR
56
USCA RIA
Houston,
Texas
| – | -$247K | -12,592 | Closed |
|
|
LNC
57
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$242K | -12,294 | Closed |
|
|
BAM
58
Bruderman Asset Management
Locust Valley,
New York
| – | -$87K | -4,410 | Closed |
|
|
FHB
59
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$39K | -1,969 | Closed |
|
|
AWM
60
Avior Wealth Management
Omaha,
Nebraska
| – | -$14K | -737 | Closed |
|