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Guggenheim Strategic Opportunities Fund

46 hedge funds and large institutions have $62.4M invested in Guggenheim Strategic Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M +$4.49M +208,099 +36%
UBS Group
2
UBS Group
Switzerland
$5.39M +$263K +12,185 +5%
Bank of America
3
Bank of America
North Carolina
$4.43M +$183K +8,459 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.18M -$24.4K -1,132 -0.6%
UR
5
USCA RIA
Texas
$3.64M +$146K +6,773 +4%
Cohen & Steers
6
Cohen & Steers
New York
$3.55M +$851K +39,451 +32%
AG
7
Advisor Group
Arizona
$3M +$1.45M +67,114 +94%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.23M -$68.7K -3,184 -3%
AAM
9
Advisors Asset Management
Colorado
$1.54M -$56.9K -2,635 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.39M +$63.1K +2,921 +5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.3M +$333K +15,424 +35%
PCIA
12
Prime Capital Investment Advisors
Kansas
$1.28M +$1.28M +59,369 New
Wells Fargo
13
Wells Fargo
California
$1.18M -$78.5K -3,637 -6%
MFW
14
Mosaic Family Wealth
Missouri
$1.12M +$85.8K +3,975 +8%
Ameriprise
15
Ameriprise
Minnesota
$962K +$50.1K +2,322 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$946K -$88.5K -4,101 -9%
MML Investors Services
17
MML Investors Services
Massachusetts
$935K +$661K +30,620 +241%
Invesco
18
Invesco
Georgia
$887K -$1.26M -58,262 -59%
SPC
19
Sigma Planning Corp
Michigan
$827K -$748K -34,663 -47%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$802K +$167K +7,725 +26%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$547K +$14.9K +690 +3%
BTS
22
BB&T Securities
Virginia
$529K +$1.6K +74 +0.3%
JG
23
Jefferies Group
New York
$461K +$1.47K +68 +0.3%
Millennium Management
24
Millennium Management
New York
$447K +$217K +10,034 +94%
RJA
25
Raymond James & Associates
Florida
$444K -$27.5K -1,274 -6%