GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$962K +$35K +2,187 +4%
CL
52
Choreo LLC
Illinois
$870K +$26.3K +1,725 +3%
PGWM
53
Parisi Gray Wealth Management
New Jersey
$857K – – –
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$790K +$53K +3,475 +7%
AFP
55
Ausdal Financial Partners
Iowa
$762K +$2.92K +191 +0.4%
DJYG
56
David J. Yvars Group
Florida
$757K -$96.7K -6,361 -11%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$740K +$248K +16,224 +50%
SWP
58
Stratos Wealth Partners
Ohio
$736K +$246K +16,106 +50%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$720K +$720K +47,200 New
CA
60
CoreCap Advisors
Michigan
$706K +$57.3K +3,757 +9%
OC
61
Oppenheimer & Co
New York
$700K +$150K +9,861 +27%
BRWA
62
B. Riley Wealth Advisors
Florida
$692K -$65.1K -4,263 -9%
DC
63
Davenport & Co
Virginia
$681K -$320K -20,999 -32%
Stifel Financial
64
Stifel Financial
Missouri
$660K +$301K +19,738 +84%
FFN
65
Focus Financial Network
Minnesota
$639K +$81.1K +5,317 +15%
EH
66
Equitable Holdings
New York
$634K +$28.6K +1,876 +5%
SA
67
Sanctuary Advisors
Indiana
$575K -$27.2K -1,793 -5%
CMS
68
Capital Market Strategies
Florida
$564K – – –
WWM
69
Western Wealth Management
Colorado
$547K -$28.8K -1,888 -5%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$541K -$707K -46,345 -57%
BW
71
Bison Wealth
Georgia
$535K +$4.5K +295 +0.8%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$505K +$10.4K +679 +2%
DI
73
Disciplined Investments
Oklahoma
$496K +$91.6K +6,000 +23%
HF
74
HRT Financial
New York
$486K +$486K +31,850 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$481K +$481K +31,508 New
1 2
3
4 5