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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
60
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIC
Hartline Investment Corp
Illinois
+$4.19M
2
LPL Financial
LPL Financial
California
+$3.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.09M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.7M
2
AWM
AE Wealth Management
Kansas
-$2.9M
3
DADC
D.A. Davidson & Co
Montana
-$1.96M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.46M
5
FFN
Focus Financial Network
Minnesota
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$314K -$3.57K -249 -1%
HI
77
Harbour Investments
Wisconsin
$312K -$16.1K -1,125 -5%
HighTower Advisors
78
HighTower Advisors
Illinois
$310K +$90.5K +6,321 +41%
Comerica Bank
79
Comerica Bank
Texas
$305K +$117K +8,183 +62%
LI
80
LVZ Inc
Michigan
$297K -$5.37K -375 -2%
ACP
81
Aviance Capital Partners
Florida
$295K – – –
IAS
82
Insigneo Advisory Services
Florida
$285K +$285K +19,930 New
FFA
83
First Foundation Advisors
California
$279K – – –
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$266K -$12.1K -846 -4%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$249K +$28.3K +1,978 +13%
CWA
86
Capital Wealth Alliance
Arizona
$247K +$12.3K +858 +5%
WAM
87
WFA Asset Management
Wisconsin
$241K +$217K +15,172 +933%
BW
88
Bison Wealth
Georgia
$240K -$74.7K -5,217 -24%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$235K -$4.17K -291 -2%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$223K -$1.46M -102,284 -87%
LFAS
91
Level Four Advisory Services
Texas
$212K – – –
FZCM
92
Flynn Zito Capital Management
New York
$212K +$212K +14,771 New
EWM
93
Empirical Wealth Management
Washington
$208K – – –
IW
94
Imprint Wealth
South Carolina
$202K +$202K +14,171 New
SF
95
Safeguard Financial
Wisconsin
$202K – – –
GCP
96
Gill Capital Partners
Colorado
$201K – – –
CCG
97
Capital CS Group
California
$199K +$45.5K +3,174 +30%
ASN
98
Advisory Services Network
Georgia
$184K -$95.5K -6,667 -34%
Stifel Financial
99
Stifel Financial
Missouri
$184K +$5.38K +376 +3%
IA
100
IFP Advisors
Florida
$183K +$183K +12,750 New
2 3
4
5 6