GOF icon

Guggenheim Strategic Opportunities Fund

150 hedge funds and large institutions have $337M invested in Guggenheim Strategic Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
60
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$346K +$155K +10,418 +81%
AWM
77
AE Wealth Management
Kansas
$338K +$338K +22,646 New
QCIG
78
Quad-Cities Investment Group
Iowa
$337K -$59.9K -4,020 -15%
9WM
79
9258 Wealth Management
Ohio
$327K
WAM
80
WFA Asset Management
Wisconsin
$323K +$72.5K +4,861 +29%
Comerica Bank
81
Comerica Bank
Texas
$319K +$1.39K +93 +0.4%
MWA
82
Midland Wealth Advisors
Illinois
$310K +$310K +20,807 New
LI
83
LVZ Inc
Michigan
$309K
ACP
84
Aviance Capital Partners
Florida
$307K
IAS
85
Insigneo Advisory Services
Florida
$306K +$6.76K +450 +2%
HI
86
Harbour Investments
Wisconsin
$304K -$21.5K -1,442 -7%
VF
87
Virtu Financial
New York
$299K +$299K +20,060 New
DI
88
Disciplined Investments
Oklahoma
$298K +$298K +20,000 New
FFA
89
First Foundation Advisors
California
$290K
CWA
90
Capital Wealth Alliance
Arizona
$285K +$27.3K +1,830 +11%
VFPW
91
Vantage Financial Partners (Wisconsin)
Wisconsin
$278K +$552 +37 +0.2%
CCG
92
Capital CS Group
California
$254K +$47.4K +3,176 +23%
CVA
93
Central Valley Advisors
California
$254K +$254K +2,275 New
BW
94
Bison Wealth
Georgia
$240K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$235K -$9.6K -644 -4%
PIA
96
Perennial Investment Advisors
California
$235K +$64.3K +4,310 +38%
JCM
97
Jacobi Capital Management
Pennsylvania
$233K +$53.2K +3,570 +30%
FZCM
98
Flynn Zito Capital Management
New York
$220K
EWM
99
Empirical Wealth Management
Washington
$217K
SF
100
Safeguard Financial
Wisconsin
$210K