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Guggenheim Strategic Opportunities Fund

49 hedge funds and large institutions have $59.5M invested in Guggenheim Strategic Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18M +$2M +98,631 +13%
UBS Group
2
UBS Group
Switzerland
$5.26M +$192K +9,435 +4%
Cohen & Steers
3
Cohen & Steers
New York
$4.56M +$1.21M +59,842 +36%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.99M +$59.2K +2,914 +2%
Invesco
5
Invesco
Georgia
$2.71M +$1.87M +92,209 +224%
Bank of America
6
Bank of America
North Carolina
$2.32M -$1.85M -90,952 -44%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.19M +$101K +4,990 +5%
AAM
8
Advisors Asset Management
Colorado
$1.41M -$15.3K -769 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.36M +$53.4K +2,631 +4%
MFW
10
Mosaic Family Wealth
Missouri
$1.35M +$298K +14,669 +28%
PCIA
11
Prime Capital Investment Advisors
Kansas
$1.3M +$98.7K +4,861 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.28M +$386K +19,044 +43%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.25M +$368K +18,111 +42%
AG
14
Advisor Group
Arizona
$1.22M -$1.6M -78,997 -57%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.13M -$87.1K -4,295 -7%
Wells Fargo
16
Wells Fargo
California
$1.1M -$9.84K -485 -0.9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$985K +$230K +11,321 +30%
Ameriprise
18
Ameriprise
Minnesota
$923K +$18.4K +906 +2%
RJA
19
Raymond James & Associates
Florida
$826K +$408K +20,077 +97%
SPC
20
Sigma Planning Corp
Michigan
$779K +$589 +29 +0.1%
Millennium Management
21
Millennium Management
New York
$588K +$168K +8,257 +40%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$565K +$51K +2,513 +10%
BTS
23
BB&T Securities
Virginia
$498K +$973 +48 +0.2%
LPL Financial
24
LPL Financial
California
$487K +$266K +13,117 +121%
JG
25
Jefferies Group
New York
$464K +$30.7K +1,514 +7%