GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

128 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RB
Richmond Brothers
Michigan
$6.75M
2
AWS
Atria Wealth Solutions
New York
$5.53M
3
CAN
Cetera Advisor Networks
California
$3.93M
4
PCIA
Prime Capital Investment Advisors
Kansas
$10.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01M
2
Ameriprise
Ameriprise
Minnesota
$8.48M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.75M
4
Cohen & Steers
Cohen & Steers
New York
$7.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$355K -$61.8K -4,058 -15%
9WM
77
9258 Wealth Management
Ohio
$353K -$2.15K -141 -0.6%
KA
78
Kovack Advisors
Florida
$352K -$179K -11,736 -34%
KAS
79
Kestra Advisory Services
Texas
$349K -$31.9K -2,097 -8%
QCIG
80
Quad-Cities Investment Group
Iowa
$340K -$578 -38 -0.2%
LFAS
81
Level Four Advisory Services
Texas
$332K +$79.8K +5,242 +32%
MWPCG
82
Measured Wealth Private Client Group
New Hampshire
$326K – – –
ACP
83
Aviance Capital Partners
Florida
$321K – – –
JC
84
JB Capital
Connecticut
$321K +$7.21K +474 +2%
WWM
85
Wagner Wealth Management
South Carolina
$316K -$23.9K -1,572 -7%
CWM
86
Collaborative Wealth Management
Florida
$312K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$292K -$50.3K -3,302 -15%
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$260K +$87.5K +5,752 +51%
BFS
89
Bard Financial Services
Connecticut
$257K – – –
Corient Private Wealth
90
Corient Private Wealth
Florida
$256K +$256K +16,849 New
BW
91
Bison Wealth
Georgia
$256K +$18.1K +1,088 +8%
EC
92
Elequin Capital
New York
$237K +$237K +15,564 New
IWM
93
IHT Wealth Management
Illinois
$236K +$731 +48 +0.3%
CWA
94
Capital Wealth Alliance
Arizona
$236K +$2.3K +151 +1%
CCFM
95
Clear Creek Financial Management
Washington
$234K -$13.4K -883 -5%
HighTower Advisors
96
HighTower Advisors
Illinois
$222K -$10.3K -682 -4%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$222K +14,568 New
MSFS
98
Main Street Financial Solutions
Pennsylvania
$221K +$2.49K +164 +1%
SF
99
Safeguard Financial
Wisconsin
$214K – – –
GCP
100
Gill Capital Partners
Colorado
$209K – – –
2 3
4
5 6