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Guggenheim Strategic Opportunities Fund
GOF

26 hedge funds and large institutions have $38M invested in Guggenheim Strategic Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

11.88% more ownership

Funds ownership: 0% → 11.88% (+12%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$6.14M +$6.32M +278,100 New
Invesco
2
Invesco
Georgia
$4.76M – – –
LPL Financial
3
LPL Financial
California
$3.55M +$3.66M +160,974 New
Morgan Stanley
4
Morgan Stanley
New York
$3.25M +$3.35M +147,428 New
Wells Fargo
5
Wells Fargo
California
$2.55M +$2.63M +115,542 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.44M +$2.51M +110,477 New
U
7
UBS
Switzerland
$2.42M +$2.49M +109,695 New
Bank of America
8
Bank of America
North Carolina
$2.08M +$2.15M +94,442 New
FAAS
9
First Allied Advisory Services
California
$1.93M +$1.99M +87,345 New
NPC
10
National Planning Corporation
California
$1.81M +$1.86M +82,024 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.79M +$1.84M +80,942 New
RJA
12
Raymond James & Associates
Florida
$1.47M +$1.51M +66,427 New
RCM
13
Rivernorth Capital Management
Florida
$1.26M +$1.29M +56,890 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$823K +$847K +37,283 New
SNC
15
Stifel Nicolaus & Co
Missouri
$418K +$430K +18,924 New
AIG
16
American International Group
New York
$345K +$355K +15,626 New
SI
17
Stephens Inc
Arkansas
$269K +$277K +12,200 New
WA
18
WFG Advisors
Texas
$239K +$246K +10,818 New
Ameriprise
19
Ameriprise
Minnesota
$128K +$132K +5,814 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$99K +$102K +4,500 New
BRWA
21
B. Riley Wealth Advisors
Florida
$97K +$99.9K +4,394 New
MFS
22
MSI Financial Services
Massachusetts
$82K +$84.2K +3,705 New
NES
23
New England Securities
New York
$49K +$50.2K +2,209 New
Creative Planning
24
Creative Planning
Kansas
$22K +$22.8K +1,004 New
Citigroup
25
Citigroup
New York
$7K +$7.48K +329 New
1
2

GOF Hedge Fund Activity: Q2 2013 in Review

26 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2013, worth a combined $38M.

Buyers outnumbered sellers: 26 funds opened new GOF positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

  • 26 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $38M of Guggenheim Strategic Opportunities Fund stock for Q2 2013.
  • 26 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2013 and 0 closed out, a net change of +26 holders.

Based on aggregated 13F filings for Q2 2013.