Guggenheim Strategic Opportunities Fund
57 hedge funds and large institutions have $84.3M invested in Guggenheim Strategic Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.15M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$953K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$713K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$611K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$547K |
Top Sellers
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.51M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$993K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$391K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$372K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PAM
51
Panagora Asset Management
Boston,
Massachusetts
| $12K | -$16.8K | -939 | -58% |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
|
FHA
53
First Horizon Advisors
Memphis,
Tennessee
| $9K | – | – | – |
|
|
PFGIA
54
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | – | – | – |
|
|
RFM
55
Royal Fund Management
Lady Lake,
Florida
| $8K | – | – | – |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| $7K | – | – | – |
|
|
PAG
57
Private Advisor Group
Morristown,
New Jersey
| – | -$993K | -51,130 | Closed |
|
|
58
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$372K | -19,250 | Closed |
|
59
Stifel Financial
St. Louis,
Missouri
| – | -$351K | -18,059 | Closed |
|
|
CAN
60
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$216K | -11,147 | Closed |
|
61
Bessemer Group
Woodbridge,
New Jersey
| – | -$66K | -3,405 | Closed |
|
|
GSWM
62
Golden State Wealth Management
Santa Ana,
California
| – | -$6K | -300 | Closed |
|