We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund
GOF

61 hedge funds and large institutions have $111M invested in Guggenheim Strategic Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.82M)

0.35% more ownership

Funds ownership: 15% → 15.34% (+0.35%)

0% more funds holding

Funds holding: 61 → 61 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.04M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.47M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.19M
4
MGWM
Marks Group Wealth Management
Minnesota
+$1.02M
5
UBS Group
UBS Group
Switzerland
+$515K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.22M
2
RJA
Raymond James & Associates
Florida
-$366K
3
SS
Simplicity Solutions
Minnesota
-$349K
4
Invesco
Invesco
Georgia
-$347K
5
PCIA
Prime Capital Investment Advisors
Kansas
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Gradient Investments
Minnesota
$60K +$60K +3,400 New
CFGS
52
Concourse Financial Group Securities
Alabama
$24K – – –
PAM
53
Panagora Asset Management
Massachusetts
$22K – – –
EP
54
Eudaimonia Partners
Tennessee
$21K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$14K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
US Bancorp
57
US Bancorp
Minnesota
$9K +$3.53K +200 +67%
GRP
58
Global Retirement Partners
California
$7K – – –
WEC
59
Winslow Evans & Crocker
Massachusetts
$7K – – –
Citigroup
60
Citigroup
New York
$4K -$6.62K -375 -65%
Barclays
61
Barclays
United Kingdom
$4K +$4.91K +278 New
SS
62
Simplicity Solutions
Minnesota
– -$349K -20,628 Closed
FM
63
Family Management
New York
– -$336K -19,858 Closed
PPA
64
Parametric Portfolio Associates
Washington
– -$266K -15,722 Closed
QCIG
65
Quad-Cities Investment Group
Iowa
– -$201K -11,893 Closed
CAN
66
Claraphi Advisory Network
United States
– -$198K -11,744 Closed
PAG
67
Private Advisor Group
New Jersey
– -$46K -2,727 Closed
PA
68
Parallel Advisors
California
– -$25K -1,500 Closed
FHA
69
First Horizon Advisors
Tennessee
– -$8K -500 Closed
1 2
3

GOF Hedge Fund Activity: Q3 2020 in Review

61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2020, worth a combined $111M — up 6.6% from $104M a quarter earlier.

Fund positioning in GOF was balanced in Q3 2020: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 61 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $111M of Guggenheim Strategic Opportunities Fund stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 8 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of 0 holders.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2020 was Ameriprise, an estimated $2.04M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2020.