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Guggenheim Strategic Opportunities Fund

150 hedge funds and large institutions have $367M invested in Guggenheim Strategic Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
68
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$415K +$24.1K +1,527 +6%
MFG
77
Merit Financial Group
Georgia
$390K +$5.86K +372 +2%
JC
78
JB Capital
Connecticut
$386K +$1.53K +97 +0.4%
HighTower Advisors
79
HighTower Advisors
Illinois
$383K -$84.3K -5,356 -18%
KAS
80
Kestra Advisory Services
Texas
$375K -$357K -22,627 -49%
AWM
81
AE Wealth Management
Kansas
$371K +$14.6K +925 +4%
Stifel Financial
82
Stifel Financial
Missouri
$370K +$4.33K +275 +1%
IAS
83
Insigneo Advisory Services
Florida
$369K +$47.3K +3,002 +15%
QCIG
84
Quad-Cities Investment Group
Iowa
$367K +$11.7K +743 +3%
Comerica Bank
85
Comerica Bank
Texas
$339K +$1.47K +93 +0.4%
9WM
86
9258 Wealth Management
Ohio
$335K -$10.6K -671 -3%
EMAM
87
Encompass More Asset Management
California
$335K +$335K +21,229 New
LI
88
LVZ Inc
Michigan
$326K
BWM
89
Buska Wealth Management
Wisconsin
$322K +$322K +20,428 New
WWM
90
Wagner Wealth Management
South Carolina
$320K +$320K +20,283 New
HI
91
Harbour Investments
Wisconsin
$316K -$4.81K -305 -1%
SFC
92
Strategic Financial Concepts
Texas
$315K -$4.82M -306,089 -94%
JCM
93
Jacobi Capital Management
Pennsylvania
$303K +$56.2K +3,565 +23%
VF
94
Virtu Financial
New York
$296K -$20.4K -1,293 -6%
CCG
95
Capital CS Group
California
$278K +$9.03K +573 +3%
VFPW
96
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K -$36.8K -2,337 -13%
PIA
97
Perennial Investment Advisors
California
$248K
FZCM
98
Flynn Zito Capital Management
New York
$233K
EWM
99
Empirical Wealth Management
Washington
$229K
CAM
100
Cresset Asset Management
Illinois
$227K +$15.6K +990 +7%