Guggenheim Strategic Opportunities Fund
122 hedge funds and large institutions have $228M invested in Guggenheim Strategic Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.76% less ownership
Funds ownership: 14.61% → 13.85% (-0.76%)
3% less funds holding
Funds holding: 126 → 122 (-4)
17% less capital invested
Capital invested by funds: $275M → $228M (-$46.9M)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.71M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.49M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.24M |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$886K |
| 5 |
Rockefeller Capital Management
New York
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.64M |
| 2 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$5.42M |
| 3 |
Cohen & Steers
New York
|
-$4.12M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.53M |
GOF Hedge Fund Activity: Q2 2022 in Review
122 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2022, worth a combined $228M — down 17% from $275M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of GOF and 14 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 51 added.
The largest buyer was Morgan Stanley, adding an estimated $3.71M. The largest seller was UBS Group, cutting an estimated $7.64M.
- 122 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2022, down from 126 in Q1 2022.
- Funds reported $228M of Guggenheim Strategic Opportunities Fund stock for Q2 2022, down 17% quarter-over-quarter.
- 14 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2022 and 18 closed out, a net change of -4 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $3.71M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2022 was UBS Group, an estimated $7.64M sold.
Based on aggregated 13F filings for Q2 2022.