Guggenheim Strategic Opportunities Fund
41 hedge funds and large institutions have $54.8M invested in Guggenheim Strategic Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $50.3M → $54.8M (+$4.47M)
3.68% more ownership
Funds ownership: 10.85% → 14.53% (+3.7%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 42 → 41 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$11.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.56M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$949K |
| 5 |
Morgan Stanley
New York
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$3.1M |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$236K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$226K |
| 4 |
Millennium Management
New York
|
-$211K |
| 5 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
-$173K |
GOF Hedge Fund Activity: Q1 2017 in Review
41 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2017, worth a combined $54.8M — up 8.9% from $50.3M a quarter earlier.
Fund positioning in GOF was balanced in Q1 2017: 6 funds opened new positions, 6 closed out, 21 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $11.1M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.1M sold.
- 41 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2017, down from 42 in Q4 2016.
- Funds reported $54.8M of Guggenheim Strategic Opportunities Fund stock for Q1 2017, up 8.9% quarter-over-quarter.
- 6 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2017 and 6 closed out, a net change of 0 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2017 was Guggenheim Capital, an estimated $11.1M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q1 2017 was Laurion Capital Management, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2017.