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Guggenheim Strategic Opportunities Fund

36 hedge funds and large institutions have $43.4M invested in Guggenheim Strategic Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.68M -$8.78M
Morgan Stanley
2
Morgan Stanley
New York
$7.33M -$217K -11,954 -3%
Bessemer Group
3
Bessemer Group
New Jersey
$4.62M -$1.09M -60,000 -19%
Bank of America
4
Bank of America
North Carolina
$3.26M -$569K -31,354 -15%
UR
5
USCA RIA
Texas
$3M -$18K -992 -0.6%
UBS Group
6
UBS Group
Switzerland
$2.66M -$14.7K -813 -0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.66M +$29.1K +1,604 +2%
LPL Financial
8
LPL Financial
California
$1.45M -$1.4M -76,440 -49%
Wells Fargo
9
Wells Fargo
California
$1.14M -$34.9K -1,922 -3%
Cohen & Steers
10
Cohen & Steers
New York
$907K +$907K +50,008 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$902K +$67.8K +3,740 +8%
SPC
12
Sigma Planning Corp
Michigan
$845K -$5.66K -312 -0.7%
RJA
13
Raymond James & Associates
Florida
$839K -$275K -15,147 -25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$796K -$33.6K -1,850 -4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$790K +$790K +43,558 New
Invesco
16
Invesco
Georgia
$476K +$45.9K +2,532 +11%
BTS
17
BB&T Securities
Virginia
$473K -$16.9K -932 -3%
IA
18
IFP Advisors
Florida
$324K +$193K +10,647 +148%
NPC
19
National Planning Corporation
California
$310K -$554K -29,537 -64%
MFS
20
MSI Financial Services
Massachusetts
$300K +$11.7K +644 +4%
WA
21
WFG Advisors
Texas
$259K -$4.22K -233 -2%
GS
22
Girard Securities
California
$254K +$8.16K +450 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$228K -$16.6K -915 -7%
MFW
24
Mosaic Family Wealth
Missouri
$183K +$69.7K +3,837 +62%
WP
25
WealthPLAN Partners
Nebraska
$183K +$183K +20,110 New