Guggenheim Strategic Opportunities Fund
55 hedge funds and large institutions have $76.4M invested in Guggenheim Strategic Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 11 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
2% more capital invested
Capital invested by funds: $75.1M → $76.4M (+$1.31M)
1.02% less ownership
Funds ownership: 13.35% → 12.33% (-1%)
4% less funds holding
Funds holding: 57 → 55 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.12M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.03M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.17M |
| 2 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$853K |
| 3 |
Cohen & Steers
New York
|
-$704K |
| 4 |
SAS
Stelac Advisory Services
New York
|
-$266K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$228K |
GOF Hedge Fund Activity: Q3 2018 in Review
55 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2018, worth a combined $76.4M — up 1.7% from $75.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of GOF and 9 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 28 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.17M.
- 55 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2018, down from 57 in Q2 2018.
- Funds reported $76.4M of Guggenheim Strategic Opportunities Fund stock for Q3 2018, up 1.7% quarter-over-quarter.
- 9 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2018 and 11 closed out, a net change of -2 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2018 was Northwestern Mutual Wealth Management, an estimated $2M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2018 was Royal Bank of Canada, an estimated $2.17M sold.
Based on aggregated 13F filings for Q3 2018.