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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $228M invested in Guggenheim Strategic Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$57.1M
2
PCIA
Prime Capital Investment Advisors
Kansas
$6.28M
3
AAS
Avantax Advisory Services
Texas
$1.12M
4
BWA
BDO Wealth Advisors
Florida
$804K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.23M

Top Sellers

1
VCP
Verus Capital Partners
Arizona
$7.48M
2
UBS Group
UBS Group
Switzerland
$16.2M
3
Cohen & Steers
Cohen & Steers
New York
$9.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
CP
Castleview Partners
Texas
$21.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$100K +$800 +50 +0.8%
SWM
102
Spire Wealth Management
Virginia
$95K -$52.3K -3,262 -36%
SWM
103
SeaCrest Wealth Management
New York
$76K +$76K +4,741 New
AIP
104
Ahrens Investment Partners
Louisiana
$64K +$64K +4,000 New
DWP
105
Destiny Wealth Partners
Florida
$63K -$41.3K -2,575 -40%
AW
106
ACG Wealth
Georgia
$60K +$60K +3,731 New
SSC
107
Syverson Strege & Co
Iowa
$55K +$915 +57 +2%
SAM
108
Strategic Asset Management
Minnesota
$38K – – –
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K – – –
CCM
110
Chilton Capital Management
Texas
$32K +$32K +2,000 New
CP
111
Castleview Partners
Texas
$21.9K -$1.99M -28,041 -99%
WAM
112
WFA Asset Management
Wisconsin
$21.3K +$627 +39 +3%
US Bancorp
113
US Bancorp
Minnesota
$20K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +386 New
First Manhattan
115
First Manhattan
New York
$6K +$6K +393 New
Northern Trust
116
Northern Trust
Illinois
$5K – – –
UB
117
UMB Bank
Missouri
$3K – – –
EIP
118
Ellis Investment Partners
Pennsylvania
$2K +$64 +4 +3%
Citigroup
119
Citigroup
New York
$1K +$980 +50 +5,000%
FP
120
Financial Perspectives
Minnesota
$563 – – –
IAIM
121
International Assets Investment Management
Florida
$207 +$29 +1,800 +16%
CCP
122
Clough Capital Partners
Massachusetts
– -$1.53M -80,512 Closed
CP
123
Camelot Portfolios
Ohio
– -$1.08M -56,698 Closed
MW
124
Marcum Wealth
Ohio
– -$407K -21,424 Closed
EWA
125
EP Wealth Advisors
California
– -$276K -14,543 Closed
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5
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