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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

150 hedge funds and large institutions have $367M invested in Guggenheim Strategic Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
68
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$25.1M
2
VCP
Verus Capital Partners
Arizona
$11.4M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.34M
5
AIP
Almanack Investment Partners
Pennsylvania
$1.49M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$10.8M
2
SFC
Strategic Financial Concepts
Texas
$315K
3
Cohen & Steers
Cohen & Steers
New York
$7.88M
4
SIC
Samalin Investment Counsel
New York
$0
5
Baird Financial Group
Baird Financial Group
Wisconsin
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
101
Gill Capital Partners
Colorado
$217K – – –
CAS
102
Coppell Advisory Solutions
Texas
$203K +$203K +13,000 New
USCWA
103
U.S. Capital Wealth Advisors
Texas
$189K – – –
CP
104
Covenant Partners
Tennessee
$186K +$186K +11,777 New
CAL
105
Capital Analysts LLC
Pennsylvania
$183K +$183K +11,609 New
ASN
106
Advisory Services Network
Georgia
$173K – – –
IWM
107
IHT Wealth Management
Illinois
$171K +$13.7K +872 +9%
GWM
108
Geneos Wealth Management
Colorado
$165K -$5.31K -337 -3%
SBIA
109
Sheaff Brock Investment Advisors
Indiana
$161K +$161K +10,188 New
AWG
110
Altus Wealth Group
Colorado
$160K +$160K +10,125 New
GP
111
Gridiron Partners
Pennsylvania
$158K – – –
SWM
112
Spire Wealth Management
Virginia
$153K – – –
NS
113
NBC Securities
Alabama
$128K +$109K +6,955 +566%
SS
114
Sunbelt Securities
Texas
$122K -$6.43K -408 -5%
OP
115
ORG Partners
Indiana
$104K -$19.7K -1,247 -16%
TFGT
116
TS Financial Group (TSFG)
Illinois
$83K – – –
LFG
117
Larson Financial Group
Missouri
$83K +$58K +3,682 +233%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$76K – – –
Wells Fargo
119
Wells Fargo
California
$74.5K +$26.2K +1,662 +54%
FWM
120
FSA Wealth Management
Massachusetts
$73.7K +$73.7K +4,676 New
FFA
121
Farther Finance Advisors
California
$67.4K +$64.4K +4,084 +2,116%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$66.6K -$38.5K -2,444 -37%
FFWM
123
Future Financial Wealth Management
Ohio
$63K +$63K +4,000 New
GRP
124
Global Retirement Partners
California
$59.2K -$1.26K -80 -2%
TCG
125
Transcendent Capital Group
Oklahoma
$47.3K +$15.8K +1,000 +50%
3 4
5
6 7