Guggenheim Strategic Opportunities Fund
137 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
27% more capital invested
Capital invested by funds: $280M → $357M (+$76.7M)
21% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 43
9% more funds holding
Funds holding: 126 → 137 (+11)
7.91% more ownership
Funds ownership: 16.93% → 24.84% (+7.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
Cohen & Steers
New York
|
+$4.24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.23M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.97M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.01M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.4M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.34M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
JP Morgan Chase
New York
| – | -$5.71K | -386 | Closed |
|
|
AF
152
Allworth Financial
Folsom,
California
| – | -$5.06K | -342 | Closed |
|
GOF Hedge Fund Activity: Q4 2023 in Review
137 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2023, worth a combined $357M — up 27% from $280M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GOF positions and 14 closed out — a net gain of 12 holders — while 52 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was UBS Group, cutting an estimated $9.01M.
- 137 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2023, up from 126 in Q3 2023.
- Funds reported $357M of Guggenheim Strategic Opportunities Fund stock for Q4 2023, up 27% quarter-over-quarter.
- 26 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +12 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2023 was UBS Group, an estimated $9.01M sold.
Based on aggregated 13F filings for Q4 2023.