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Guggenheim Strategic Opportunities Fund

84 hedge funds and large institutions have $155M invested in Guggenheim Strategic Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$258K +$258K +13,450 New
AWM
52
AE Wealth Management
Kansas
$256K +$36.4K +1,899 +17%
CPW
53
Catalyst Private Wealth
California
$253K +$2.26K +118 +0.9%
CF
54
Centaurus Financial
California
$244K
CWA
55
Capital Wealth Alliance
Arizona
$231K +$31.6K +1,561 +16%
IAIM
56
International Assets Investment Management
Florida
$227K
BRWA
57
B. Riley Wealth Advisors
Florida
$217K +$217K +11,299 New
RC
58
Rovin Capital
Arizona
$217K +$217K +11,349 New
BFS
59
Bard Financial Services
Connecticut
$216K
WP
60
WMS Partners
Maryland
$211K +$211K +11,007 New
BAM
61
Belpointe Asset Management
Nevada
$210K +$19.2K +1,000 +10%
CA
62
Cetera Advisors
Colorado
$209K +$11.6K +608 +6%
KAS
63
Kestra Advisory Services
Texas
$209K +$31.4K +1,639 +18%
GWM
64
Geneos Wealth Management
Colorado
$208K +$9.74K +508 +5%
SPIA
65
Steward Partners Investment Advisory
New York
$148K +$12.9K +673 +10%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$147K +$16.2K +848 +12%
TFGT
67
TS Financial Group (TSFG)
Illinois
$109K
AAM
68
Advisors Asset Management
Colorado
$90K +$230 +12 +0.3%
NFG
69
Next Financial Group
Texas
$85K +$963 +50 +1%
GI
70
Gradient Investments
Minnesota
$65K
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$64K -$1.9K -100 -3%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$59K -$11.4K -600 -16%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$46.9K +$46.9K +2,451 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$44K +$44K +2,310 New
CFGS
75
Concourse Financial Group Securities
Alabama
$26K