Guggenheim Strategic Opportunities Fund
45 hedge funds and large institutions have $69.7M invested in Guggenheim Strategic Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $61.1M → $69.7M (+$8.64M)
0% more funds holding
Funds holding: 45 → 45 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.14% less ownership
Funds ownership: 14.74% → 14.61% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.03M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$576K |
| 5 |
VF
Virtu Financial
New York
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.59M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$307K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$207K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$130K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$57.1K |
GOF Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $69.7M — up 14% from $61.1M a quarter earlier.
Fund positioning in GOF was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 23 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.03M. The largest seller was Bessemer Group, cutting an estimated $1.59M.
- 45 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $69.7M of Guggenheim Strategic Opportunities Fund stock for Q3 2017, up 14% quarter-over-quarter.
- 3 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2017 and 3 closed out, a net change of 0 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2017 was Morgan Stanley, an estimated $4.03M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2017 was Bessemer Group, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2017.