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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

27 hedge funds and large institutions have $40.2M invested in Guggenheim Strategic Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.39M
3
U
3
UBS
Switzerland
$3.24M
4
LPL Financial
4
LPL Financial
California
$2.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$294K
2
Invesco
2
Invesco
Georgia
$2.7M
3
BTS
3
BB&T Securities
Virginia
$6.8M
4
Wells Fargo
4
Wells Fargo
California
$2.56M
5
FAAS
5
First Allied Advisory Services
California
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$6.8M 30,955 -4,978 -14%
Morgan Stanley
2
Morgan Stanley
New York
$5.39M 245,070 +31,243 +15%
Bank of America
3
Bank of America
North Carolina
$5.32M 241,903 +65,433 +37%
U
4
UBS
Switzerland
$3.24M 147,554 +7,041 +5%
LPL Financial
5
LPL Financial
California
$2.74M 124,463 +5,186 +4%
Invesco
6
Invesco
Georgia
– – – –
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.68M 121,857 +2,438 +2%
Wells Fargo
8
Wells Fargo
California
$2.56M 116,440 -3,788 -3%
NPC
9
National Planning Corporation
California
$2.25M 102,245 +3,531 +4%
FAAS
10
First Allied Advisory Services
California
$2M 91,292 -3,778 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.8M 81,760 +5,173 +7%
RJA
12
Raymond James & Associates
Florida
$857K 38,990 -1,277 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$452K 20,579 +1,361 +7%
WA
14
WFG Advisors
Texas
$442K 20,090 +144 +0.7%
Cohen & Steers
15
Cohen & Steers
New York
$294K 13,385 -254,286 -95%
MFS
16
MSI Financial Services
Massachusetts
$154K 6,990 – –
AIG
17
American International Group
New York
$131K 5,974 +123 +2%
BRWA
18
B. Riley Wealth Advisors
Florida
$110K 5,015 -173 -3%
Creative Planning
19
Creative Planning
Kansas
$83K 3,789 +1,817 +92%
AWM
20
Avior Wealth Management
Nebraska
$56K 2,550 +1,100 +76%
GGPS
21
Gary Goldberg Planning Services
New York
$53K 2,410 – –
Deutsche Bank
22
Deutsche Bank
Germany
$28K 1,316 +1,316 New
NES
23
New England Securities
New York
$27K 1,225 +31 +3%
WEC
24
Winslow Evans & Crocker
Massachusetts
$19.8K 900 -150 -14%
Citigroup
25
Citigroup
New York
$8K 376 -504 -57%
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