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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
60
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIC
Hartline Investment Corp
Illinois
+$4.19M
2
LPL Financial
LPL Financial
California
+$3.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.09M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.7M
2
AWM
AE Wealth Management
Kansas
-$2.9M
3
DADC
D.A. Davidson & Co
Montana
-$1.96M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.46M
5
FFN
Focus Financial Network
Minnesota
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
101
Jacobi Capital Management
Pennsylvania
$173K +$20.6K +1,440 +14%
CCFM
102
Clear Creek Financial Management
Washington
$165K +$5.73K +400 +4%
PIA
103
Perennial Investment Advisors
California
$164K – – –
USCWA
104
U.S. Capital Wealth Advisors
Texas
$163K +$163K +11,405 New
CF
105
Centaurus Financial
California
$161K -$100K -7,000 -38%
GP
106
Gridiron Partners
Pennsylvania
$160K -$407K -28,387 -72%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$143K +$143K +10,000 New
SWM
108
Spire Wealth Management
Virginia
$139K – – –
SS
109
Sunbelt Securities
Texas
$115K -$55.2K -3,856 -32%
OP
110
ORG Partners
Indiana
$110K +$110K +7,731 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$95.2K +$14.5K +1,014 +18%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$81K -$6.59K -463 -8%
TFGT
113
TS Financial Group (TSFG)
Illinois
$75K – – –
GWM
114
Geneos Wealth Management
Colorado
$70.3K -$14.3K -1,000 -17%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$68.8K +$68.8K +4,825 New
FWM
116
FSA Wealth Management
Massachusetts
$67K +$2.59K +181 +4%
FFWM
117
Future Financial Wealth Management
Ohio
$57.3K +$57.3K +4,000 New
Wells Fargo
118
Wells Fargo
California
$55.6K -$53.1K -3,708 -49%
GRP
119
Global Retirement Partners
California
$55.5K +$544 +38 +1%
TAM
120
Tucker Asset Management
Colorado
$50.2K +$43K +3,004 +601%
NS
121
NBC Securities
Alabama
$46K +$28.5K +2,000 +163%
OLVIG
122
Oliver Lagore Vanvalin Investment Group
Michigan
$30.2K – – –
TCG
123
Transcendent Capital Group
Oklahoma
$28.6K +$28.6K +2,000 New
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.4K – – –
PMFA
125
Plante Moran Financial Advisors
Michigan
$24.2K +$24.2K +1,693 New
3 4
5
6 7