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Guggenheim Strategic Opportunities Fund

135 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
52
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$183K -$22.6K -1,762 -11%
SF
102
Safeguard Financial
Wisconsin
$180K
GCP
103
Gill Capital Partners
Colorado
$176K
Comerica Bank
104
Comerica Bank
Texas
$168K +$33.6K +2,628 +25%
Stifel Financial
105
Stifel Financial
Missouri
$159K +$159K +12,439 New
SS
106
Sunbelt Securities
Texas
$152K -$40.5K -3,161 -21%
CAMG
107
CWA Asset Management Group
Florida
$151K +$151K +11,790 New
PIA
108
Perennial Investment Advisors
California
$146K +$146K +11,419 New
CCFM
109
Clear Creek Financial Management
Washington
$142K -$8.32K -650 -6%
CCG
110
Capital CS Group
California
$137K +$137K +10,709 New
JCM
111
Jacobi Capital Management
Pennsylvania
$136K +$136K +10,625 New
SWM
112
Spire Wealth Management
Virginia
$127K -$14K -1,074 -10%
Wells Fargo
113
Wells Fargo
California
$97.1K -$2.36M -184,236 -96%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$79K -$2.83K -220 -3%
GWM
115
Geneos Wealth Management
Colorado
$75.6K -$13.7K -1,067 -15%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$72.1K -$1.2M -93,878 -94%
TFGT
117
TS Financial Group (TSFG)
Illinois
$67K -$62.6K -4,900 -48%
FWM
118
FSA Wealth Management
Massachusetts
$58K +$58K +4,495 New
BFPW
119
BOK Financial Private Wealth
Colorado
$51.2K +$51.2K +4,000 New
GRP
120
Global Retirement Partners
California
$51K +$4.16K +313 +9%
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.3K -$251 -17 -0.9%
OLVIG
122
Oliver Lagore Vanvalin Investment Group
Michigan
$27K
WAM
123
WFA Asset Management
Wisconsin
$20.8K +$832 +65 +4%
NS
124
NBC Securities
Alabama
$15K
HGERS
125
Householder Group Estate & Retirement Specialist
Arizona
$15K