Guggenheim Strategic Opportunities Fund
55 hedge funds and large institutions have $88M invested in Guggenheim Strategic Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.37M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$815K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$711K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$440K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$431K |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$1.54M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.08M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$85.1K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | – | – | – |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| $9K | – | – | – |
|
|
RFM
53
Royal Fund Management
Lady Lake,
Florida
| $8K | – | – | – |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $8K | – | – | – |
|
|
GSWM
55
Golden State Wealth Management
Santa Ana,
California
| $6K | – | – | – |
|
|
56
Cohen & Steers
New York
| – | -$1.54M | -74,990 | Closed |
|
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.08M | -52,797 | Closed |
|
58
Citigroup
New York
| – | -$71K | -3,470 | Closed |
|
|
CFGS
59
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$28K | -1,350 | Closed |
|
|
FGAM
60
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -71 | Closed |
|