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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

126 hedge funds and large institutions have $275M invested in Guggenheim Strategic Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
47
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.84M
3
UBS Group
UBS Group
Switzerland
+$3.56M
4
Ameriprise
Ameriprise
Minnesota
+$1.46M
5
FFA
Founders Financial Alliance
North Carolina
+$1.15M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$9.52M
2
CP
Castleview Partners
Texas
-$8.69M
3
Bank of America
Bank of America
North Carolina
-$4.29M
4
YCM
Yakira Capital Management
Connecticut
-$3.17M
5
CP
Camelot Portfolios
Ohio
-$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
51
Capital Market Strategies
Florida
$596K -$79.8K -4,198 -12%
VFA
52
Valeo Financial Advisors
Indiana
$594K – – –
SWP
53
Stratos Wealth Partners
Ohio
$561K -$6.35K -334 -1%
CF
54
Centaurus Financial
California
$546K +$202K +10,633 +59%
CP
55
Castleview Partners
Texas
$538K -$8.69M -457,826 -94%
MFG
56
Merit Financial Group
Georgia
$516K +$43.7K +2,296 +9%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$504K -$394K -20,743 -44%
WS
58
Wedbush Securities
California
$491K -$356K -18,714 -42%
CA
59
CoreCap Advisors
Michigan
$487K -$21.5K -1,129 -4%
9WM
60
9258 Wealth Management
Ohio
$473K +$5.04K +265 +1%
WWM
61
Wagner Wealth Management
South Carolina
$463K -$566K -29,760 -55%
ASN
62
Advisory Services Network
Georgia
$423K +$5.77K +304 +1%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$407K – – –
MW
64
Marcum Wealth
Ohio
$407K +$407K +21,424 New
ACP
65
Aviance Capital Partners
Florida
$401K +$10K +527 +3%
QCIG
66
Quad-Cities Investment Group
Iowa
$401K +$10.5K +554 +3%
JC
67
JB Capital
Connecticut
$367K +$46.8K +2,457 +15%
CWA
68
Capital Wealth Alliance
Arizona
$348K -$4.58K -241 -1%
AAS
69
Ameritas Advisory Services
Nebraska
$326K -$32.3K -1,700 -9%
BFS
70
Bard Financial Services
Connecticut
$321K – – –
CAN
71
Claraphi Advisory Network
United States
$312K – – –
IWM
72
IHT Wealth Management
Illinois
$312K +$4.37K +230 +1%
CCFM
73
Clear Creek Financial Management
Washington
$301K +$13.6K +714 +5%
LFAS
74
Level Four Advisory Services
Texas
$299K +$27.6K +1,450 +10%
GWM
75
Geneos Wealth Management
Colorado
$292K -$569 -30 -0.2%
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