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Guggenheim Strategic Opportunities Fund

38 hedge funds and large institutions have $45.2M invested in Guggenheim Strategic Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$8.78M -$8.28M
Morgan Stanley
2
Morgan Stanley
New York
$7.07M -$208K -12,266 -3%
Bessemer Group
3
Bessemer Group
New Jersey
$5.35M +$251K +14,754 +5%
Bank of America
4
Bank of America
North Carolina
$3.58M +$624K +36,728 +21%
UR
5
USCA RIA
Texas
$2.83M +$420K +24,722 +17%
LPL Financial
6
LPL Financial
California
$2.66M -$201K -11,756 -7%
UBS Group
7
UBS Group
Switzerland
$2.51M -$127K -7,465 -5%
RCM
8
Robinson Capital Management
Michigan
$1.71M +$679K +40,000 +66%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.52M +$68.7K +4,040 +5%
Wells Fargo
10
Wells Fargo
California
$1.1M -$28.7K -1,692 -3%
RJA
11
Raymond James & Associates
Florida
$1.04M +$252K +14,828 +32%
NPC
12
National Planning Corporation
California
$821K -$431K -24,184 -34%
SPC
13
Sigma Planning Corp
Michigan
$796K +$3.82K +225 +0.5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$782K -$138K -8,121 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$777K -$22.2K -1,307 -3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$695K -$16.9K -992 -2%
BTS
17
BB&T Securities
Virginia
$459K -$8.06K -475 -2%
Invesco
18
Invesco
Georgia
$403K +$403K +23,727 New
SCM
19
Sterneck Capital Management
Missouri
$313K
MFS
20
MSI Financial Services
Massachusetts
$270K -$74.8K -4,409 -22%
WA
21
WFG Advisors
Texas
$247K +$2.3K +135 +0.9%
BRWA
22
B. Riley Wealth Advisors
Florida
$242K +$242K +14,215 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$229K -$22.8K -1,342 -9%
GS
24
Girard Securities
California
$229K +$48.7K +2,881 +27%
GWM
25
Geneos Wealth Management
Colorado
$187K +$187K +10,890 New