Guggenheim Strategic Opportunities Fund
151 hedge funds and large institutions have $337M invested in Guggenheim Strategic Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
58% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 38
7% more funds holding
Funds holding: 141 → 151 (+10)
2% more capital invested
Capital invested by funds: $329M → $337M (+$8.19M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.04% less ownership
Funds ownership: 16.77% → 16.73% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$4.85M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$4.39M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$4.38M |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$1.29M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.66M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$4.42M |
| 3 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$4.19M |
| 4 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$3.96M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.82M |
GOF Hedge Fund Activity: Q2 2024 in Review
151 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2024, worth a combined $337M — up 2.5% from $329M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new GOF positions and 10 closed out — a net gain of 14 holders — while 60 added to existing stakes and 38 trimmed.
The largest buyer was Secure Asset Management, opening a new position worth an estimated $4.85M. The largest seller was Osaic Holdings, cutting an estimated $4.66M.
- 151 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2024, up from 141 in Q1 2024.
- Funds reported $337M of Guggenheim Strategic Opportunities Fund stock for Q2 2024, up 2.5% quarter-over-quarter.
- 24 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2024 and 10 closed out, a net change of +14 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2024 was Secure Asset Management, an estimated $4.85M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2024 was Osaic Holdings, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2024.