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Guggenheim Strategic Opportunities Fund

135 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
52
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$346K +$9.77K +714 +3%
JC
77
JB Capital
Connecticut
$310K +$5.18K +405 +2%
MFG
78
Merit Financial Group
Georgia
$308K +$2.7K +211 +0.9%
CA
79
Cetera Advisors
Colorado
$297K -$811K -63,342 -73%
HI
80
Harbour Investments
Wisconsin
$294K -$203K -15,875 -41%
9WM
81
9258 Wealth Management
Ohio
$284K -$15.4K -1,201 -5%
BW
82
Bison Wealth
Georgia
$282K -$49.7K -3,882 -15%
AFG
83
Atomi Financial Group
New York
$276K -$7.39K -577 -3%
LI
84
LVZ Inc
Michigan
$270K
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$264K +$12.5K +980 +5%
ACP
86
Aviance Capital Partners
Florida
$264K
ASN
87
Advisory Services Network
Georgia
$249K -$49.9K -3,899 -17%
FFA
88
First Foundation Advisors
California
$249K -$887K -69,300 -78%
VFPW
89
Vantage Financial Partners (Wisconsin)
Wisconsin
$249K -$5.22K -408 -2%
CF
90
Centaurus Financial
California
$233K -$64.5K -5,046 -22%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$214K +$1.47K +115 +0.7%
LFAS
92
Level Four Advisory Services
Texas
$212K -$231K -18,030 -52%
CWA
93
Capital Wealth Alliance
Arizona
$210K +$5.61K +438 +3%
Nomura Holdings
94
Nomura Holdings
Japan
$209K +$209K +16,325 New
LCM
95
Landscape Capital Management
New Jersey
$208K +$208K +16,230 New
MSFS
96
Main Street Financial Solutions
Pennsylvania
$197K +$5.16K +403 +3%
HighTower Advisors
97
HighTower Advisors
Illinois
$196K +$268 +21 +0.1%
ARC
98
Advisor Resource Council
Texas
$191K +$191K +14,902 New
SA
99
SFI Advisors
New Jersey
$190K +$190K +14,828 New
EWM
100
Empirical Wealth Management
Washington
$186K