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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.92M
2
CWM
Cornerstone Wealth Management
Missouri
+$2.74M
3
RJA
Raymond James & Associates
Florida
+$710K
4
CAN
Cetera Advisor Networks
California
+$524K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$406K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$565K
2
Millennium Management
Millennium Management
New York
-$385K
3
RIA
RPG Investment Advisory
California
-$212K
4
GWM
Geneos Wealth Management
Colorado
-$145K
5
UBS Group
UBS Group
Switzerland
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.3M +$6.92M +315,305 +36%
UBS Group
2
UBS Group
Switzerland
$5.56M -$133K -6,069 -2%
Cohen & Steers
3
Cohen & Steers
New York
$4.93M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.52M +$207K +9,426 +5%
Invesco
5
Invesco
Georgia
$3.07M +$148K +6,745 +5%
CWM
6
Cornerstone Wealth Management
Missouri
$2.74M +$2.74M +60,659 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.67M +$292K +13,310 +12%
Bank of America
8
Bank of America
North Carolina
$2.4M -$104K -4,740 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.79M +$406K +18,477 +29%
RJA
10
Raymond James & Associates
Florida
$1.6M +$710K +32,374 +80%
MFW
11
Mosaic Family Wealth
Missouri
$1.54M +$80.6K +3,672 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.47M -$219 -10 -0%
AAM
13
Advisors Asset Management
Colorado
$1.46M -$91.6K -4,172 -6%
PCIA
14
Prime Capital Investment Advisors
Kansas
$1.43M +$20.8K +947 +1%
AG
15
Advisor Group
Arizona
$1.4M +$81.9K +3,730 +6%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.37M +$25.1K +1,143 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.32M +$254K +11,593 +24%
Ameriprise
18
Ameriprise
Minnesota
$1.32M +$319K +14,514 +32%
Wells Fargo
19
Wells Fargo
California
$1.18M -$16.4K -749 -1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.13M – – –
SPC
21
Sigma Planning Corp
Michigan
$1.09M +$251K +11,409 +30%
NL
22
NWAM LLC
Washington
$853K +$371K +16,883 +77%
BTS
23
BB&T Securities
Virginia
$531K -$7.45K -340 -1%
CAN
24
Cetera Advisor Networks
California
$524K +$524K +23,815 New
JG
25
Jefferies Group
New York
$504K +$2.54K +116 +0.5%
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