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Guggenheim Strategic Opportunities Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
126
Tucker Asset Management
Colorado
$39.7K +$11.4K +724 +40%
EWA
127
EverSource Wealth Advisors
Alabama
$38.8K +$38.8K +2,461 New
OC
128
Oarsman Capital
Wisconsin
$37.3K +$37.3K +2,364 New
POIA
129
Pin Oak Investment Advisors
Texas
$36K +$1.19K +76 +3%
OLVIG
130
Oliver Lagore Vanvalin Investment Group
Michigan
$33.3K
BCMLT
131
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.3K
IAIM
132
International Assets Investment Management
Florida
$30.1K +$28.1K +443,567 +1,477%
ATC
133
Adirondack Trust Company
New York
$30K +$30K +1,902 New
FFO
134
Fortitude Family Office
Arizona
$26.4K +$26.4K +1,673 New
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.6K
PA
136
PSI Advisors
Florida
$22.9K +$11.8K +750 +107%
GJWM
137
Gilliland Jeter Wealth Management
Arkansas
$18.3K -$5.26K -334 -22%
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$18K
DWM
139
Darwin Wealth Management
Florida
$11.8K +$11.8K +750 New
PTC
140
Private Trust Company
Ohio
$11.2K
GWP
141
Gen-Wealth Partners
Michigan
$10.3K
MG
142
Mather Group
Illinois
$5.75K -$9.47K -601 -62%
HBW
143
Hazlett, Burt & Watson
West Virginia
$5K
US Bancorp
144
US Bancorp
Minnesota
$2.93K
SFA
145
Semmax Financial Advisors
North Carolina
$1.62K +$1.62K +101 New
FP
146
Financial Perspectives
Minnesota
$552
BTC
147
Bank & Trust Company
Illinois
$504
SAM
148
Smartleaf Asset Management
Massachusetts
$105
HNB
149
Huntington National Bank
Ohio
$16 -$15
Citigroup
150
Citigroup
New York
$16