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Guggenheim Strategic Opportunities Fund

135 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
52
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
51
Mutual Advisors
Nebraska
$807K -$14.3K -1,118 -2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$782K +$66K +5,152 +9%
EC
53
Elequin Capital
New York
$776K +$753K +58,845 +3,269%
SWP
54
Semus Wealth Partners
Florida
$774K -$18.1K -1,415 -2%
PGWM
55
Parisi Gray Wealth Management
New Jersey
$736K -$1.25K -98 -0.2%
DJYG
56
David J. Yvars Group
Florida
$734K +$2.37K +185 +0.3%
ACM
57
Arlington Capital Management
Illinois
$731K +$731K +57,097 New
WWM
58
Western Wealth Management
Colorado
$695K -$271K -21,151 -28%
RJT
59
Raymond James Trust
Florida
$645K -$170K -13,244 -21%
CL
60
Choreo LLC
Illinois
$640K +$640K +50,000 New
DC
61
Davenport & Co
Virginia
$636K +$211K +16,452 +49%
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$631K -$115K -9,010 -15%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$603K +$603K +47,090 New
EH
64
Equitable Holdings
New York
$589K +$7.67K +599 +1%
WAM
65
Wolverine Asset Management
Illinois
$588K +$588K +45,902 New
JFG
66
Jefferies Financial Group
New York
$545K +$545K +42,610 New
GP
67
Gridiron Partners
Pennsylvania
$506K +$506K +39,542 New
CA
68
CoreCap Advisors
Michigan
$449K +$54.8K +4,283 +14%
CMS
69
Capital Market Strategies
Florida
$438K +$72.7K +5,679 +20%
BRWA
70
B. Riley Wealth Advisors
Florida
$436K -$82K -6,406 -16%
GWSG
71
GPS Wealth Strategies Group
Colorado
$433K -$86.6K -6,766 -17%
KAS
72
Kestra Advisory Services
Texas
$423K +$236K +18,401 +126%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$420K +$31.3K +2,445 +8%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$415K +$29.9K +2,334 +8%
IAIM
75
International Assets Investment Management
Florida
$403K -$44.4K -3,470 -10%