Guggenheim Strategic Opportunities Fund
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.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
16% more capital invested
Capital invested by funds: $111M → $129M (+$18.2M)
15% more funds holding
Funds holding: 61 → 70 (+9)
0.34% less ownership
Funds ownership: 15.34% → 15% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$946K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$829K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$816K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$760K |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$310K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$247K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$185K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$180K |
GOF Hedge Fund Activity: Q4 2020 in Review
70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2020, worth a combined $129M — up 16% from $111M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GOF positions and 3 closed out — a net gain of 9 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $760K.
- 70 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2020, up from 61 in Q3 2020.
- Funds reported $129M of Guggenheim Strategic Opportunities Fund stock for Q4 2020, up 16% quarter-over-quarter.
- 12 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2020 and 3 closed out, a net change of +9 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2020 was Osaic Holdings, an estimated $1.59M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2020 was Morgan Stanley, an estimated $760K sold.
Based on aggregated 13F filings for Q4 2020.