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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 %
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.5K +$21.5K +1,500 New
GJWM
127
Gilliland Jeter Wealth Management
Arkansas
$21.4K +$21.4K +1,493 New
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$17.2K – – –
POIA
129
Pin Oak Investment Advisors
Texas
$16K +$16K +1,150 New
PTC
130
Private Trust Company
Ohio
$10.2K +$10.2K +713 New
GWP
131
Gen-Wealth Partners
Michigan
$9.44K +$9.44K +659 New
HBW
132
Hazlett, Burt & Watson
West Virginia
$5K – – –
MG
133
Mather Group
Illinois
$4.67K +$4.67K +365 New
US Bancorp
134
US Bancorp
Minnesota
$2.66K – – –
FP
135
Financial Perspectives
Minnesota
$501 – – –
CFD
136
Creative Financial Designs
Indiana
$457 – – –
SAM
137
Smartleaf Asset Management
Massachusetts
$96 -$3.68K -230 -97%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$14 -$14 -1 -50%
HNB
139
Huntington National Bank
Ohio
$14 -$13 – –
Citigroup
140
Citigroup
New York
$14 – – –
FIA
141
FNY Investment Advisers
New York
$7 +$7 +500 New
AWM
142
AE Wealth Management
Kansas
– -$2.9M -216,550 Closed
DADC
143
D.A. Davidson & Co
Montana
– -$1.96M -153,423 Closed
FFN
144
Focus Financial Network
Minnesota
– -$1.23M -96,114 Closed
CP
145
Camelot Portfolios
Ohio
– -$999K -78,035 Closed
EC
146
Elequin Capital
New York
– -$776K -60,645 Closed
ACM
147
Arlington Capital Management
Illinois
– -$731K -57,097 Closed
WAM
148
Wolverine Asset Management
Illinois
– -$588K -45,902 Closed
JFG
149
Jefferies Financial Group
New York
– -$545K -42,610 Closed
Nomura Holdings
150
Nomura Holdings
Japan
– -$209K -16,325 Closed
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