Guggenheim Strategic Opportunities Fund
122 hedge funds and large institutions have $285M invested in Guggenheim Strategic Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
8% more capital invested
Capital invested by funds: $264M → $285M (+$20.4M)
1.06% more ownership
Funds ownership: 14.89% → 15.95% (+1.1%)
3% less funds holding
Funds holding: 126 → 122 (-4)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.58M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$4.11M |
| 4 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
+$3.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.3M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.62M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.44M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.68M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.27M |
GOF Hedge Fund Activity: Q2 2023 in Review
122 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2023, worth a combined $285M — up 7.7% from $264M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of GOF and 13 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 57 added.
The largest buyer was Morgan Stanley, adding an estimated $6.12M. The largest seller was Ameriprise, cutting an estimated $5.3M.
- 122 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2023, down from 126 in Q1 2023.
- Funds reported $285M of Guggenheim Strategic Opportunities Fund stock for Q2 2023, up 7.7% quarter-over-quarter.
- 13 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2023 and 15 closed out, a net change of -2 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $6.12M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2023 was Ameriprise, an estimated $5.3M sold.
Based on aggregated 13F filings for Q2 2023.