We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund
GOF

123 hedge funds and large institutions have $236M invested in Guggenheim Strategic Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

1.65% more ownership

Funds ownership: 13.85% → 15.49% (+1.6%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% more capital invested

Capital invested by funds: $228M → $236M (+$8.01M)

1% more funds holding

Funds holding: 122 → 123 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
54
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.61M
2
VCP
Verus Capital Partners
Arizona
+$3.31M
3
Morgan Stanley
Morgan Stanley
New York
+$3.2M
4
LPL Financial
LPL Financial
California
+$1.81M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.08M
2
Cohen & Steers
Cohen & Steers
New York
-$1.19M
3
PGWM
Parisi Gray Wealth Management
New Jersey
-$670K
4
Invesco
Invesco
Georgia
-$571K
5
Osaic Holdings
Osaic Holdings
Arizona
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$135K -$50.3K -3,024 -26%
BAM
102
Belpointe Asset Management
Nevada
$133K +$39.5K +2,375 +38%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$131K +$23.5K +1,414 +20%
GRP
104
Global Retirement Partners
California
$122K -$8.02K -482 -6%
CFD
105
Creative Financial Designs
Indiana
$114K -$65.3K -3,920 -35%
IA
106
IFP Advisors
Florida
$107K – – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$106K – – –
HNWAG
108
High Net Worth Advisory Group
Florida
$101K +$949 +57 +0.9%
SWM
109
Spire Wealth Management
Virginia
$91K – – –
DWP
110
Destiny Wealth Partners
Florida
$60K – – –
SSC
111
Syverson Strege & Co
Iowa
$54K +$1.05K +63 +2%
SAM
112
Strategic Asset Management
Minnesota
$37K – – –
BCMLT
113
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K – – –
WAM
114
WFA Asset Management
Wisconsin
$21K +$716 +43 +3%
US Bancorp
115
US Bancorp
Minnesota
$19K – – –
GI
116
Gradient Investments
Minnesota
$16K +$17.5K +1,050 New
HBW
117
Hazlett, Burt & Watson
West Virginia
$9K +$9.49K +570 New
First Manhattan
118
First Manhattan
New York
$6K – – –
Northern Trust
119
Northern Trust
Illinois
$5K +$3.03K +182 +0.6%
EIP
120
Ellis Investment Partners
Pennsylvania
$1K +$67 +4 +3%
FP
121
Financial Perspectives
Minnesota
$538 – – –
Invesco
122
Invesco
Georgia
– -$571K -35,484 Closed
SWP
123
Stratos Wealth Partners
Ohio
– -$476K -29,556 Closed
CAN
124
Claraphi Advisory Network
United States
– -$287K -17,816 Closed
ARC
125
Advisor Resource Council
Texas
– -$249K -15,485 Closed
2 3 4
5
6

GOF Hedge Fund Activity: Q3 2022 in Review

123 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2022, worth a combined $236M — up 3.5% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GOF positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 30 trimmed.

The largest buyer was UBS Group, adding an estimated $7.61M. The largest seller was Rockefeller Capital Management, cutting an estimated $2.08M.

  • 123 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2022, up from 122 in Q2 2022.
  • Funds reported $236M of Guggenheim Strategic Opportunities Fund stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2022 and 14 closed out, a net change of +1 holder.
  • The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2022 was UBS Group, an estimated $7.61M added.
  • The largest Guggenheim Strategic Opportunities Fund seller in Q3 2022 was Rockefeller Capital Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2022.