GOF icon

Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $284M invested in Guggenheim Strategic Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
57
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$66.4M
2
LPL Financial
LPL Financial
California
$12.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$12.7M
4
PFA
Petra Financial Advisors
Colorado
$3.22M
5
Wells Fargo
Wells Fargo
California
$3.08M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.43M
2
CAN
Cetera Advisor Networks
California
$1.81M
3
OFS
OneAscent Financial Services
Alabama
$0
4
AAM
Advisors Asset Management
Colorado
$1.78M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$188K -$86K -5,408 -31%
CCFM
102
Clear Creek Financial Management
Washington
$186K -$1.46K -92 -0.8%
KA
103
Kovack Advisors
Florida
$184K -$36.9K -2,321 -17%
TFGT
104
TS Financial Group (TSFG)
Illinois
$174K – – –
SWM
105
Spire Wealth Management
Virginia
$171K -$15.6K -984 -8%
OP
106
ORG Partners
Indiana
$119K +$119K +7,497 New
GWM
107
Geneos Wealth Management
Colorado
$111K -$29.5K -1,855 -21%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$90K – – –
GRP
109
Global Retirement Partners
California
$55.2K -$41.3K -2,598 -43%
BWS
110
Buck Wealth Strategies
Colorado
$50.4K – – –
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$33.5K +$27.3K +1,715 +434%
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.8K – – –
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$29K -$47.7K -3,001 -62%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$28.9K +$20K +1,255 +224%
WAM
115
WFA Asset Management
Wisconsin
$24K +$795 +50 +3%
HBW
116
Hazlett, Burt & Watson
West Virginia
$5K +$5K +315 New
CFD
117
Creative Financial Designs
Indiana
$4.34K +$143 +9 +3%
US Bancorp
118
US Bancorp
Minnesota
$2.96K – – –
FP
119
Financial Perspectives
Minnesota
$557 – – –
Citigroup
120
Citigroup
New York
$16 – – –
HNB
121
Huntington National Bank
Ohio
$16 -$16 – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$16 +$16 +1 New
OFS
123
OneAscent Financial Services
Alabama
– -$2.44M -150,964 Closed
MWPCG
124
Measured Wealth Private Client Group
New Hampshire
– -$347K -21,433 Closed
DWM
125
Destination Wealth Management
California
– -$325K -20,117 Closed
2 3 4
5
6