Guggenheim Strategic Opportunities Fund
42 hedge funds and large institutions have $50.3M invested in Guggenheim Strategic Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
11% more capital invested
Capital invested by funds: $45.3M → $50.3M (+$4.95M)
0.5% more ownership
Funds ownership: 10.35% → 10.85% (+0.5%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2% less funds holding
Funds holding: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$3.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$782K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$687K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$544K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.09M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$817K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$310K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$297K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$210K |
GOF Hedge Fund Activity: Q4 2016 in Review
42 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2016, worth a combined $50.3M — up 11% from $45.3M a quarter earlier.
Fund positioning in GOF was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 11 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $3.05M. The largest seller was Morgan Stanley, cutting an estimated $1.09M.
- 42 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2016, down from 43 in Q3 2016.
- Funds reported $50.3M of Guggenheim Strategic Opportunities Fund stock for Q4 2016, up 11% quarter-over-quarter.
- 4 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2016 and 4 closed out, a net change of 0 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $3.05M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2016 was Morgan Stanley, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2016.