Guggenheim Strategic Opportunities Fund
58 hedge funds and large institutions have $77.9M invested in Guggenheim Strategic Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
31% more capital invested
Capital invested by funds: $59.5M → $77.9M (+$18.3M)
18% more funds holding
Funds holding: 49 → 58 (+9)
2.16% more ownership
Funds ownership: 11.43% → 13.59% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.63M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.28M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$681K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$501K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$565K |
| 2 |
Millennium Management
New York
|
-$369K |
| 3 |
RIA
RPG Investment Advisory
Pleasanton,
California
|
-$212K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$140K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$128K |
GOF Hedge Fund Activity: Q2 2018 in Review
58 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2018, worth a combined $77.9M — up 31% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new GOF positions and 7 closed out — a net gain of 9 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.63M. The largest seller was Baird Financial Group, exiting entirely with an estimated $565K sold.
- 58 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2018, up from 49 in Q1 2018.
- Funds reported $77.9M of Guggenheim Strategic Opportunities Fund stock for Q2 2018, up 31% quarter-over-quarter.
- 16 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2018 and 7 closed out, a net change of +9 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2018 was Morgan Stanley, an estimated $6.63M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2018 was Baird Financial Group, an estimated $565K sold.
Based on aggregated 13F filings for Q2 2018.