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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

32 hedge funds and large institutions have $37.2M invested in Guggenheim Strategic Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.33M
2
DA
2
Doliver Advisors
Texas
$812K
3
BW
3
Bison Wealth
Georgia
$678K
4
Bank of America
4
Bank of America
North Carolina
$5.56M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$419K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.19M
2
NPC
2
National Planning Corporation
California
$1.02M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.59M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$0
5
UR
5
USCA RIA
Texas
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.33M 317,754 +65,196 +26%
Bank of America
2
Bank of America
North Carolina
$5.56M 278,964 +28,032 +11%
GC
3
Guggenheim Capital
Illinois
– – – –
UBS Group
4
UBS Group
Switzerland
$4.28M 214,855 +8,328 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.59M 129,983 -17,826 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.73M 86,733 +9,465 +12%
Wells Fargo
7
Wells Fargo
California
$1.63M 81,637 +1,660 +2%
LPL Financial
8
LPL Financial
California
$1.55M 77,331 +7,751 +11%
SPC
9
Sigma Planning Corp
Michigan
$1.09M 54,664 -1,869 -3%
NPC
10
National Planning Corporation
California
$1.02M 53,977 -36,004 -40%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$850K 42,651 +4,377 +11%
DA
12
Doliver Advisors
Texas
$812K 40,745 +40,745 New
BW
13
Bison Wealth
Georgia
$678K 34,320 +34,320 New
RJA
14
Raymond James & Associates
Florida
$503K 25,217 -2,521 -9%
BTS
15
BB&T Securities
Virginia
$465K 23,333 -181 -0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$419K 21,025 +21,025 New
SCM
17
Sterneck Capital Management
Missouri
$367K 18,410 – –
UR
18
USCA RIA
Texas
$354K 17,750 -5,000 -22%
OFG
19
OTA Financial Group
New York
$328K 15,717 +15,717 New
MFS
20
MSI Financial Services
Massachusetts
$281K 14,082 -337 -2%
WA
21
WFG Advisors
Texas
$278K 13,942 +5,350 +62%
Goldman Sachs
22
Goldman Sachs
New York
$239K 12,017 +12,017 New
CCP
23
Clough Capital Partners
Massachusetts
$229K 11,500 +11,500 New
AIG
24
American International Group
New York
$105K 5,272 -440 -8%
Citigroup
25
Citigroup
New York
$69K 3,470 +141 +4%
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