Guggenheim Strategic Opportunities Fund
129 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
104% more capital invested
Capital invested by funds: $236M → $481M (+$245M)
39% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 41
5% more funds holding
Funds holding: 123 → 129 (+6)
1.48% more ownership
Funds ownership: 15.49% → 16.98% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RB
Richmond Brothers
Jackson,
Michigan
|
+$4.22M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$3.92M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.25M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.21M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.21M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.52M |
| 4 |
Cohen & Steers
New York
|
-$1.23M |
| 5 |
Rockefeller Capital Management
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
126
Private Advisor Group
Morristown,
New Jersey
| $1.82K | +$50.8K | +3,224 | +3% |
|
|
FP
127
Financial Perspectives
Minneapolis,
Minnesota
| $533 | – | – | – |
|
128
Fidelity Investments
Boston,
Massachusetts
| $30 | – | – | – |
|
129
Citigroup
New York
| $15 | – | – | – |
|
|
HNB
130
Huntington National Bank
Columbus,
Ohio
| $15 | – | – | – |
|
|
CP
131
Castleview Partners
Dallas,
Texas
| – | -$286K | -18,647 | Closed |
|
|
FWM
132
FSA Wealth Management
Needham,
Massachusetts
| – | -$169K | -11,008 | Closed |
|
|
FFWM
133
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$174K | -10,792 | Closed |
|
134
First Manhattan
New York
| – | -$6K | -393 | Closed |
|
|
EIP
135
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$1K | -129 | Closed |
|
GOF Hedge Fund Activity: Q4 2022 in Review
129 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2022, worth a combined $481M — up 104% from $236M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GOF positions and 5 closed out — a net gain of 9 holders — while 57 added to existing stakes and 41 trimmed.
The largest buyer was Richmond Brothers, adding an estimated $4.22M. The largest seller was Royal Bank of Canada, cutting an estimated $2.24M.
- 129 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2022, up from 123 in Q3 2022.
- Funds reported $481M of Guggenheim Strategic Opportunities Fund stock for Q4 2022, up 104% quarter-over-quarter.
- 14 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2022 and 5 closed out, a net change of +9 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2022 was Richmond Brothers, an estimated $4.22M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2022.