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Guggenheim Strategic Opportunities Fund

74 hedge funds and large institutions have $142M invested in Guggenheim Strategic Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$223K 10,646 +10,646 New
CF
52
Centaurus Financial
California
$216K 10,303
AWM
53
AE Wealth Management
Kansas
$215K 10,239 +10,239 New
GWM
54
Geneos Wealth Management
Colorado
$209K 10,335 +2 +0%
TFGT
55
TS Financial Group (TSFG)
Illinois
$119K 5,671 +4,871 +609%
AAM
56
Advisors Asset Management
Colorado
$98K 4,663 -32 -0.7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$92K 4,387 -3,855 -47%
NFG
58
Next Financial Group
Texas
$85K 4,063 +100 +3%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$79K 3,750
CFN
60
Cordasco Financial Network
Florida
$73K 3,487
GI
61
Gradient Investments
Minnesota
$71K 3,400
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$56K 2,690 -5 -0.2%
CFGS
63
Concourse Financial Group Securities
Alabama
$28K 1,350
US Bancorp
64
US Bancorp
Minnesota
$23K 1,080 +480 +80%
TRCT
65
Tower Research Capital (TRC)
New York
$15K 700 +700 New
FF
66
FourThought Financial
Florida
$14K 700
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$11K 487
GRP
68
Global Retirement Partners
California
$8K 400
PAM
69
Panagora Asset Management
Massachusetts
$5K 252 +31 +14%
RWM
70
RBA Wealth Management
California
$4.61K 219 +219 New
AIC
71
Ameritas Investment Company
Nebraska
$4.2K 200 +200 New
Citigroup
72
Citigroup
New York
$4K 200 -14,572 -99%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$2K 100 +100 New
Invesco
74
Invesco
Georgia
-283,422 Closed
EWA
75
EP Wealth Advisors
California
-11,000 Closed