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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
Cohen & Steers
Cohen & Steers
New York
$9.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.06M
4
PCIA
Prime Capital Investment Advisors
Kansas
$15M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$4.07M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.29M
3
Wells Fargo
Wells Fargo
California
$97.1K
4
BCM
Brookstone Capital Management
Illinois
$931K
5
SPC
Sigma Planning Corp
Michigan
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Baystate Wealth Management
Massachusetts
$7.79K +$7.79K +608 New
TAM
127
Tucker Asset Management
Colorado
$6.4K – – –
TC
128
Truvestments Capital
Florida
$6.4K +$6.4K +500 New
HBW
129
Hazlett, Burt & Watson
West Virginia
$4K – – –
SAM
130
Smartleaf Asset Management
Massachusetts
$3.1K +$3.1K +236 New
US Bancorp
131
US Bancorp
Minnesota
$2.38K – – –
FP
132
Financial Perspectives
Minnesota
$448 – – –
CFD
133
Creative Financial Designs
Indiana
$404 -$3.16K -250 -89%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$26 – – –
HNB
135
Huntington National Bank
Ohio
$13 -$15 – –
Citigroup
136
Citigroup
New York
$13 – – –
VFA
137
Valeo Financial Advisors
Indiana
– -$462K -31,239 Closed
SFC
138
Strategic Financial Concepts
Texas
– -$437K -29,576 Closed
Northern Trust
139
Northern Trust
Illinois
– -$341K -23,072 Closed
Citadel Advisors
140
Citadel Advisors
Florida
– -$279K -18,840 Closed
Walleye Capital
141
Walleye Capital
New York
– -$272K -18,397 Closed
Corient Private Wealth
142
Corient Private Wealth
Florida
– -$272K -18,384 Closed
Creative Planning
143
Creative Planning
Kansas
– -$200K -13,538 Closed
IC
144
IEQ Capital
California
– -$190K -12,816 Closed
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
– -$162K -10,975 Closed
SIS
146
Sound Income Strategies
Florida
– -$49.9K -3,375 Closed
BWS
147
Buck Wealth Strategies
Colorado
– -$46.9K -3,171 Closed
OP
148
ORG Partners
Indiana
– -$19.8K -1,336 Closed
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
– -$5.71K -386 Closed
AF
150
Allworth Financial
California
– -$5.06K -342 Closed
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