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Guggenheim Strategic Opportunities Fund

150 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, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
60
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCG
126
Transcendent Capital Group
Oklahoma
$29.8K
BCMLT
127
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.6K
TAM
128
Tucker Asset Management
Colorado
$26.7K -$25.5K -1,710 -49%
LFG
129
Larson Financial Group
Missouri
$23.6K +$23.6K +1,583 New
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.4K
GJWM
131
Gilliland Jeter Wealth Management
Arkansas
$22.3K
NS
132
NBC Securities
Alabama
$18K -$29.3K -2,000 -62%
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$17K
MG
134
Mather Group
Illinois
$13.8K +$8.61K +601 +165%
PTC
135
Private Trust Company
Ohio
$10.6K
PA
136
PSI Advisors
Florida
$10.4K +$10.4K +700 New
GWP
137
Gen-Wealth Partners
Michigan
$9.83K
Kayne Anderson Rudnick Investment Management
138
Kayne Anderson Rudnick Investment Management
California
$6.38K +$6.38K +428 New
HBW
139
Hazlett, Burt & Watson
West Virginia
$5K
BWP
140
Baldwin Wealth Partners
Massachusetts
$2.98K +$2.98K +200 New
FFA
141
Farther Finance Advisors
California
$2.88K +$2.88K +193 New
US Bancorp
142
US Bancorp
Minnesota
$2.77K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$1.12K +$1.12K +75 New
TRCT
144
Tower Research Capital (TRC)
New York
$939 +$939 +63 New
VAMG
145
Voisard Asset Management Group
Michigan
$597 +$597 +40 New
FP
146
Financial Perspectives
Minnesota
$522
CFD
147
Creative Financial Designs
Indiana
$481
BTC
148
Bank & Trust Company
Illinois
$477 +$477 +32 New
SAM
149
Smartleaf Asset Management
Massachusetts
$100
HNB
150
Huntington National Bank
Ohio
$15 -$14