Guggenheim Strategic Opportunities Fund
40 hedge funds and large institutions have $44.9M invested in Guggenheim Strategic Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
18% more funds holding
Funds holding: 34 → 40 (+6)
7% more capital invested
Capital invested by funds: $41.9M → $44.9M (+$3M)
1.41% more ownership
Funds ownership: 10.93% → 12.34% (+1.4%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$1.76M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.51M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.03M |
| 5 |
Squarepoint
New York
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.02M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$608K |
| 4 |
Morgan Stanley
New York
|
-$469K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$148K |
GOF Hedge Fund Activity: Q4 2015 in Review
40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2015, worth a combined $44.9M — up 7.2% from $41.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GOF positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $1.23M.
- 40 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2015, up from 34 in Q3 2015.
- Funds reported $44.9M of Guggenheim Strategic Opportunities Fund stock for Q4 2015, up 7.2% quarter-over-quarter.
- 10 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2015 and 4 closed out, a net change of +6 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2015 was LPL Financial, an estimated $1.81M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2015 was Bank of America, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2015.