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.
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $54.8M → $61.1M (+$6.32M)
10% more funds holding
Funds holding: 41 → 45 (+4)
0.21% more ownership
Funds ownership: 14.53% → 14.74% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$760K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$618K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$600K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$887K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$463K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$421K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$272K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$77.1K |
GOF Hedge Fund Activity: Q2 2017 in Review
45 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2017, worth a combined $61.1M — up 12% from $54.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GOF positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.06M. The largest seller was LPL Financial, cutting an estimated $887K.
- 45 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2017, up from 41 in Q1 2017.
- Funds reported $61.1M of Guggenheim Strategic Opportunities Fund stock for Q2 2017, up 12% quarter-over-quarter.
- 7 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2017 and 3 closed out, a net change of +4 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2017 was Morgan Stanley, an estimated $1.06M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $887K sold.
Based on aggregated 13F filings for Q2 2017.