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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

115 hedge funds and large institutions have $256M invested in Guggenheim Strategic Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+31
Holders Change %
+36.9%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
61
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$17.3M
2
UBS Group
UBS Group
Switzerland
$22.9M
3
KIM
Karpus Investment Management
New York
$9.92M
4
AAM
Advisors Asset Management
Colorado
$6.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.63M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$0
2
VF
Virtu Financial
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
HI
Harbour Investments
Wisconsin
$1.06M
5
IWM
IHT Wealth Management
Illinois
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$296K -$89.9K -4,913 -23%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$286K +$224K +12,260 +364%
GWM
78
Geneos Wealth Management
Colorado
$282K +$83.8K +4,585 +42%
CCFM
79
Clear Creek Financial Management
Washington
$277K +$277K +15,112 New
CPW
80
Catalyst Private Wealth
California
$271K +$28.9K +1,575 +12%
BAM
81
Belpointe Asset Management
Nevada
$271K +$70.5K +3,850 +35%
LFAS
82
Level Four Advisory Services
Texas
$261K +$261K +14,262 New
GCP
83
Gill Capital Partners
Colorado
$252K – – –
KAS
84
Kestra Advisory Services
Texas
$230K +$30K +1,636 +15%
RC
85
Rovin Capital
Arizona
$226K +$17.8K +969 +9%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$224K +$179K +9,773 +399%
IAIM
87
International Assets Investment Management
Florida
$212K -$5.51K -300 -3%
WP
88
WMS Partners
Maryland
$202K – – –
HighTower Advisors
89
HighTower Advisors
Illinois
$201K +$201K +11,019 New
FWM
90
FSA Wealth Management
Massachusetts
$199K +$199K +10,843 New
AWA
91
Arete Wealth Advisors
Illinois
$194K +$194K +10,570 New
COLIM
92
City of London Investment Management
United Kingdom
$186K +$186K +10,138 New
CFD
93
Creative Financial Designs
Indiana
$183K +$183K +10,000 New
1CP
94
1607 Capital Partners
Virginia
$173K +$173K +9,467 New
MTIC
95
Missouri Trust & Investment Company
Missouri
$143K +$143K +7,825 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$130K +$73.3K +4,008 +129%
HNWAG
97
High Net Worth Advisory Group
Florida
$117K +$117K +6,403 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$104K – – –
NFG
99
Next Financial Group
Texas
$100K +$19K +1,034 +23%
SAM
100
Strategic Asset Management
Minnesota
$44K +$38.5K +2,087 +693%
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