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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 %
PA
151
PSI Advisors
Florida
$22.1K – – –
FFO
152
Fortitude Family Office
Arizona
$11.5K -$14.1K -921 -55%
DWM
153
Darwin Wealth Management
Florida
$11.4K – – –
PTC
154
Private Trust Company
Ohio
$10.9K – – –
GWP
155
Gen-Wealth Partners
Michigan
$10.1K – – –
AG
156
AmeriFlex Group
Nevada
$9.96K +$9.96K +653 New
AF
157
Allworth Financial
California
$8.52K +$8.52K +552 New
MG
158
Mather Group
Illinois
$5.57K – – –
HBW
159
Hazlett, Burt & Watson
West Virginia
$5K – – –
T
160
Transce3nd
Texas
$4.99K +$4.99K +327 New
US Bancorp
161
US Bancorp
Minnesota
$2.84K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$794 +$794 +52 New
FP
163
Financial Perspectives
Minnesota
$534 – – –
BTC
164
Bank & Trust Company
Illinois
$488 – – –
MSWA
165
Marshall & Sterling Wealth Advisors
New York
$397 +$397 +26 New
NS
166
NBC Securities
Alabama
$267 -$128K -8,166 -100%
SAM
167
Smartleaf Asset Management
Massachusetts
$102 – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$31 +$16 +1 +100%
HNB
169
Huntington National Bank
Ohio
$15 -$16 – –
Citigroup
170
Citigroup
New York
$15 – – –
SFS
171
Sowell Financial Services
Arkansas
– -$1.46M -92,510 Closed
VF
172
Virtu Financial
New York
– -$296K -18,767 Closed
CAM
173
Cresset Asset Management
Illinois
– -$227K -14,407 Closed
CP
174
Covenant Partners
Tennessee
– -$186K -11,777 Closed
ASN
175
Advisory Services Network
Georgia
– -$173K -11,608 Closed
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