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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
76
GPS Wealth Strategies Group
Colorado
$481K – – –
WAM
77
WFA Asset Management
Wisconsin
$476K +$63.6K +4,171 +15%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$458K -$5.6K -367 -1%
MCFP
79
Mallini Complete Financial Planning
Florida
$448K +$448K +29,349 New
Citadel Advisors
80
Citadel Advisors
Florida
$428K +$428K +28,032 New
SWP
81
Semus Wealth Partners
Florida
$419K -$106K -6,932 -20%
AFG
82
Atomi Financial Group
New York
$415K +$3.01K +197 +0.7%
MFG
83
Merit Financial Group
Georgia
$385K +$7.37K +483 +2%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$381K -$20.8K -1,364 -5%
HighTower Advisors
85
HighTower Advisors
Illinois
$379K +$8.04K +527 +2%
JC
86
JB Capital
Connecticut
$375K +$1.54K +101 +0.4%
BWM
87
Buska Wealth Management
Wisconsin
$368K +$56.8K +3,719 +18%
IAS
88
Insigneo Advisory Services
Florida
$356K -$763 -50 -0.2%
SFC
89
Strategic Financial Concepts
Texas
$351K +$46.3K +3,036 +15%
JCM
90
Jacobi Capital Management
Pennsylvania
$348K +$55.3K +3,627 +19%
QCIG
91
Quad-Cities Investment Group
Iowa
$343K -$12.7K -831 -4%
EMAM
92
Encompass More Asset Management
California
$338K +$14.4K +944 +4%
Comerica Bank
93
Comerica Bank
Texas
$329K +$1.45K +95 +0.4%
AWM
94
AE Wealth Management
Kansas
$328K -$31.4K -2,059 -9%
CCG
95
Capital CS Group
California
$304K +$35.3K +2,315 +13%
WA
96
Waverly Advisors
Alabama
$303K +$303K +19,855 New
WWM
97
Wagner Wealth Management
South Carolina
$296K -$13.4K -880 -4%
GS
98
GWN Securities
Florida
$296K +$296K +19,553 New
HI
99
Harbour Investments
Wisconsin
$296K -$10.7K -700 -3%
RIA
100
Realta Investment Advisors
Delaware
$252K +$252K +16,383 New
2 3
4
5 6