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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
Sunbelt Securities
Texas
$119K +$1.41K +93 +1%
CAS
127
Coppell Advisory Solutions
Texas
$109K -$88.7K -5,837 -45%
MAS
128
MPWM Advisory Solutions
Georgia
$107K +$107K +7,000 New
OP
129
ORG Partners
Indiana
$102K +$1.4K +92 +1%
TFGT
130
TS Financial Group (TSFG)
Illinois
$80K – – –
TCG
131
Transcendent Capital Group
Oklahoma
$76.3K +$30.5K +2,000 +67%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$73.9K – – –
Wells Fargo
133
Wells Fargo
California
$71.8K -$397 -26 -0.5%
FWM
134
FSA Wealth Management
Massachusetts
$71.4K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$67.3K +$2.81K +184 +4%
GRP
136
Global Retirement Partners
California
$65.1K +$7.77K +509 +14%
FFA
137
Farther Finance Advisors
California
$64.2K -$1.08K -71 -2%
FFWM
138
Future Financial Wealth Management
Ohio
$61K – – –
ACM
139
Anfield Capital Management
California
$55.8K +$55.8K +3,654 New
MCM
140
MAI Capital Management
Ohio
$48.3K +$48.3K +3,168 New
NWM
141
Nova Wealth Management
Florida
$44.9K +$44.9K +2,940 New
TAM
142
Tucker Asset Management
Colorado
$38.4K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$37.6K – – –
OC
144
Oarsman Capital
Wisconsin
$36.1K – – –
POIA
145
Pin Oak Investment Advisors
Texas
$36K – – –
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$32.2K – – –
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.3K – – –
LFG
148
Larson Financial Group
Missouri
$25.9K -$54.5K -3,570 -68%
EWP
149
Elevation Wealth Partners
California
$22.9K +$22.9K +1,500 New
KTC
150
Kentucky Trust Company
Kentucky
$22.9K +$22.9K +1,500 New
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