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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
$63.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.14M
3
UBS Group
UBS Group
Switzerland
$27.3M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
FFA
Founders Financial Alliance
North Carolina
$2.18M

Top Sellers

1
KIM
Karpus Investment Management
New York
$775K
2
CP
Castleview Partners
Texas
$538K
3
Bank of America
Bank of America
North Carolina
$4.06M
4
YCM
Yakira Capital Management
Connecticut
$0
5
CP
Camelot Portfolios
Ohio
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$292K +$292K +15,350 New
CPW
77
Catalyst Private Wealth
California
$280K -$703 -37 -0.3%
EWA
78
EP Wealth Advisors
California
$276K +$276K +14,543 New
SF
79
Safeguard Financial
Wisconsin
$268K +$268K +14,088 New
GCP
80
Gill Capital Partners
Colorado
$262K – – –
HighTower Advisors
81
HighTower Advisors
Illinois
$261K +$51.5K +2,709 +25%
KAS
82
Kestra Advisory Services
Texas
$260K +$21.8K +1,149 +9%
RGF
83
Retirement Guys Formula
Ohio
$242K -$78.6K -4,134 -25%
RC
84
Rovin Capital
Arizona
$234K +$228 +12 +0.1%
CW
85
CreativeOne Wealth
Kansas
$234K +$234K +12,311 New
CFD
86
Creative Financial Designs
Indiana
$233K +$42.7K +2,245 +22%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$221K -$11.8K -623 -5%
IAIM
88
International Assets Investment Management
Florida
$211K -$8.62K -453 -4%
WP
89
WMS Partners
Maryland
$209K – – –
FFWM
90
Future Financial Wealth Management
Ohio
$205K +$205K +10,792 New
AWA
91
Arete Wealth Advisors
Illinois
$204K +$2.74K +144 +1%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$200K -$167K -8,817 -46%
FWM
93
FSA Wealth Management
Massachusetts
$199K – – –
COLIM
94
City of London Investment Management
United Kingdom
$193K – – –
MSFS
95
Main Street Financial Solutions
Pennsylvania
$193K +$193K +10,140 New
DY
96
Dowling & Yahnke
California
$191K +$191K +10,065 New
DADC
97
D.A. Davidson & Co
Montana
$190K +$190K +10,013 New
GRP
98
Global Retirement Partners
California
$179K +$179K +10,505 New
SWM
99
Spire Wealth Management
Virginia
$175K -$208K -10,931 -54%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$170K -$164K -8,589 -49%
2 3
4
5 6