Guggenheim Strategic Opportunities Fund
43 hedge funds and large institutions have $45.3M invested in Guggenheim Strategic Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 0 closing their positions.
19% more funds holding
Funds holding: 36 → 43 (+7)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
4% more capital invested
Capital invested by funds: $43.4M → $45.3M (+$1.91M)
0.24% less ownership
Funds ownership: 10.59% → 10.35% (-0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.07M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$846K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$257K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 2 |
Morgan Stanley
New York
|
-$882K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$721K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$520K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$260K |
GOF Hedge Fund Activity: Q3 2016 in Review
43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2016, worth a combined $45.3M — up 4.4% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GOF positions and 0 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $1.07M. The largest seller was Bank of America, cutting an estimated $1.85M.
- 43 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2016, up from 36 in Q2 2016.
- Funds reported $45.3M of Guggenheim Strategic Opportunities Fund stock for Q3 2016, up 4.4% quarter-over-quarter.
- 7 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2016 and 0 closed out, a net change of +7 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2016 was Cohen & Steers, an estimated $1.07M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2016 was Bank of America, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2016.