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Guggenheim Strategic Opportunities Fund

27 hedge funds and large institutions have $44.6M invested in Guggenheim Strategic Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
1
BB&T Securities
Virginia
$7.62M -$1.7M -8,042 -18%
Cohen & Steers
2
Cohen & Steers
New York
$5.67M -$462K -21,800 -8%
Morgan Stanley
3
Morgan Stanley
New York
$4.53M +$1.02M +47,977 +29%
Invesco
4
Invesco
Georgia
$4.47M -$5.74M
Bank of America
5
Bank of America
North Carolina
$3.74M +$1.63M +77,038 +77%
U
6
UBS
Switzerland
$2.98M +$132K +6,249 +5%
Wells Fargo
7
Wells Fargo
California
$2.55M -$37.5K -1,771 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.53M -$390K -18,400 -13%
LPL Financial
9
LPL Financial
California
$2.53M +$552K +26,057 +28%
NPC
10
National Planning Corporation
California
$2.09M +$62.5K +2,955 +3%
FAAS
11
First Allied Advisory Services
California
$2.02M +$98.3K +4,632 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.62M -$75K -3,537 -4%
RJA
13
Raymond James & Associates
Florida
$854K -$119K -5,624 -12%
WA
14
WFG Advisors
Texas
$423K +$8.08K +381 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$407K +$18K +848 +5%
MFS
16
MSI Financial Services
Massachusetts
$148K +$18K +850 +14%
AIG
17
American International Group
New York
$124K +$1.06K +50 +0.9%
BRWA
18
B. Riley Wealth Advisors
Florida
$110K +$15.5K +733 +16%
GGPS
19
Gary Goldberg Planning Services
New York
$51K +$51K +2,410 New
Creative Planning
20
Creative Planning
Kansas
$42K -$34.4K -1,613 -45%
AWM
21
Avior Wealth Management
Nebraska
$31K +$31K +1,450 New
NES
22
New England Securities
New York
$25K +$25K +1,194 New
WEC
23
Winslow Evans & Crocker
Massachusetts
$22.3K +$4.24K +200 +24%
Citigroup
24
Citigroup
New York
$19K +$11.9K +551 +167%
TI
25
Turner Investments
Pennsylvania
$15K +$15K +700 New