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Guggenheim Strategic Opportunities Fund

45 hedge funds and large institutions have $61.1M invested in Guggenheim Strategic Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$11.4M 539,192 -13,000 -2%
Morgan Stanley
2
Morgan Stanley
New York
$8.2M 387,819 +50,544 +15%
UBS Group
3
UBS Group
Switzerland
$4.8M 227,183 +5,390 +2%
Bessemer Group
4
Bessemer Group
New Jersey
$4.8M 226,975 -20,075 -8%
UR
5
USCA RIA
Texas
$3.43M 162,103 +830 +0.5%
Bank of America
6
Bank of America
North Carolina
$2.81M 132,870 +36,288 +38%
Cohen & Steers
7
Cohen & Steers
New York
$2.67M 126,184 +6,002 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.44M 115,254 +11,379 +11%
Invesco
9
Invesco
Georgia
$2.41M 113,840 -3,682 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.7M 80,464 +20,860 +35%
AAM
11
Advisors Asset Management
Colorado
$1.61M 76,152 +3,020 +4%
SPC
12
Sigma Planning Corp
Michigan
$1.6M 75,700 +6,523 +9%
Wells Fargo
13
Wells Fargo
California
$1.29M 60,959 +1,466 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.23M 57,989 +7,580 +15%
MFW
15
Mosaic Family Wealth
Missouri
$1.05M 49,862 +13,504 +37%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$944K 44,664 +2,343 +6%
AG
17
Advisor Group
Arizona
$943K 44,571 +14,120 +46%
Ameriprise
18
Ameriprise
Minnesota
$832K 39,360 +9,911 +34%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$710K 33,636 +28,629 +572%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$623K 29,500 +29,500 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$586K 27,722 +365 +1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$501K 23,715 -22,098 -48%
RJA
23
Raymond James & Associates
Florida
$491K 23,256 +1,634 +8%
LPL Financial
24
LPL Financial
California
$488K 23,117 -42,356 -65%
JG
25
Jefferies Group
New York
$450K 21,282 -619 -3%