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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

70 hedge funds and large institutions have $129M invested in Guggenheim Strategic Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M
2
UBS Group
UBS Group
Switzerland
+$996K
3
Bank of America
Bank of America
North Carolina
+$872K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$859K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$796K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$800K
2
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$326K
3
SFS
Sowell Financial Services
Arkansas
-$260K
4
IWM
IHT Wealth Management
Illinois
-$195K
5
AWM
AE Wealth Management
Kansas
-$180K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$139K -$66K -3,400 -32%
AAM
52
Advisors Asset Management
Colorado
$91K +$407 +21 +0.4%
ASN
53
Advisory Services Network
Georgia
$88K -$46.3K -2,380 -34%
NFG
54
Next Financial Group
Texas
$77K +$2.43K +125 +3%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$73K – – –
CFN
56
Cordasco Financial Network
Florida
$68K – – –
GI
57
Gradient Investments
Minnesota
$60K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$52K +$36.4K +1,885 +233%
D
59
Diversified
Delaware
$47K +$47K +2,643 New
CFGS
60
Concourse Financial Group Securities
Alabama
$26K – – –
RA
61
Reby Advisors
Connecticut
$20K +$20K +1,050 New
TFGT
62
TS Financial Group (TSFG)
Illinois
$16K +$16K +800 New
FF
63
FourThought Financial
Florida
$13K +$13K +700 New
US Bancorp
64
US Bancorp
Minnesota
$12K +$2K +100 +20%
AWG
65
Altus Wealth Group
Colorado
$12K +$12K +600 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$11K +$3K +150 +38%
GRP
68
Global Retirement Partners
California
$8K – – –
PAM
69
Panagora Asset Management
Massachusetts
$4K -$19K -1,047 -83%
CTB
70
Country Trust Bank
Illinois
$1K +$1K +33 New
AWM
71
AE Wealth Management
Kansas
– -$180K -10,224 Closed
EP
72
Eudaimonia Partners
Tennessee
– -$21K -1,195 Closed
Barclays
73
Barclays
United Kingdom
– -$4K -278 Closed
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