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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

126 hedge funds and large institutions have $275M invested in Guggenheim Strategic Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
47
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$63.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.14M
3
UBS Group
UBS Group
Switzerland
$27.3M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
FFA
Founders Financial Alliance
North Carolina
$2.18M

Top Sellers

1
KIM
Karpus Investment Management
New York
$775K
2
CP
Castleview Partners
Texas
$538K
3
Bank of America
Bank of America
North Carolina
$4.06M
4
YCM
Yakira Capital Management
Connecticut
$0
5
CP
Camelot Portfolios
Ohio
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
101
GPS Wealth Strategies Group
Colorado
$162K +$162K +8,513 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$131K -$3.79K -200 -3%
DWP
103
Destiny Wealth Partners
Florida
$124K +$124K +6,500 New
HNWAG
104
High Net Worth Advisory Group
Florida
$123K +$915 +48 +0.7%
BAM
105
Belpointe Asset Management
Nevada
$118K -$164K -8,600 -58%
MTIC
106
Missouri Trust & Investment Company
Missouri
$114K -$34.7K -1,825 -23%
TFGT
107
TS Financial Group (TSFG)
Illinois
$108K – – –
IA
108
IFP Advisors
Florida
$107K +$107K +4,988 New
SLWA
109
San Luis Wealth Advisors
California
$97K +$97K +5,268 New
MCC
110
Money Concepts Capital
Florida
$89K +$89K +4,708 New
SSC
111
Syverson Strege & Co
Iowa
$64K +$30.2K +1,592 +90%
PFS
112
Prospera Financial Services
Texas
$59K +$59K +3,114 New
HA
113
Herold Advisors
New York
$52.3K +$52.3K +2,751 New
SAM
114
Strategic Asset Management
Minnesota
$45K – – –
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$38K +2,000 New
MAM
116
Meeder Asset Management
Ohio
$25K – – –
WAM
117
WFA Asset Management
Wisconsin
$24.4K +$685 +36 +3%
US Bancorp
118
US Bancorp
Minnesota
$24K – – –
Northern Trust
119
Northern Trust
Illinois
$6K +$3K +16,104 +100%
UB
120
UMB Bank
Missouri
$3K +$3K +156 New
EIP
121
Ellis Investment Partners
Pennsylvania
$2K +$66 +4 +3%
HS
122
Horan Securities
United States
$1K +$29 +2 +3%
TRCT
123
Tower Research Capital (TRC)
New York
$1K +$1K +69 New
FP
124
Financial Perspectives
Minnesota
$665 – – –
YCM
125
Yakira Capital Management
Connecticut
– -$3.17M -172,761 Closed
2 3 4
5
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