Guggenheim Strategic Opportunities Fund
57 hedge funds and large institutions have $75.1M invested in Guggenheim Strategic Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.
497% more capital inflows, than outflows
Capital inflows: $12.5M | Capital outflows: $2.1M
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
16% more funds holding
Funds holding: 49 → 57 (+8)
1.92% more ownership
Funds ownership: 11.43% → 13.35% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.63M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$681K |
| 3 |
Cetera Advisor Networks
El Segundo,
California
|
+$501K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$389K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$356K |
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 |
Geneos Wealth Management
Englewood,
Colorado
|
-$140K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$128K |
GOF Hedge Fund Activity: Q2 2018 in Review
57 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2018, worth a combined $75.1M — up 26% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GOF positions and 7 closed out — a net gain of 8 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.
- 57 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2018, up from 49 in Q1 2018.
- Funds reported $75.1M of Guggenheim Strategic Opportunities Fund stock for Q2 2018, up 26% quarter-over-quarter.
- 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2018 and 7 closed out, a net change of +8 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.