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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

58 hedge funds and large institutions have $80.1M invested in Guggenheim Strategic Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.84M
2
Cohen & Steers
Cohen & Steers
New York
+$1.61M
3
AG
Advisor Group
Arizona
+$1.53M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.33M
5
WAM
Weiss Asset Management
Massachusetts
+$1.1M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.15M
2
AAM
Advisors Asset Management
Colorado
-$439K
3
Millennium Management
Millennium Management
New York
-$378K
4
OC
Oppenheimer & Co
New York
-$221K
5
CA
Calton & Associates
Florida
-$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.8M +$2.84M +155,255 +13%
UBS Group
2
UBS Group
Switzerland
$5.35M +$592K +32,409 +12%
Cohen & Steers
3
Cohen & Steers
New York
$5.11M +$1.61M +87,874 +46%
AG
4
Advisor Group
Arizona
$3.56M +$1.53M +83,766 +75%
Invesco
5
Invesco
Georgia
$3.48M +$1.04M +57,022 +43%
Bank of America
6
Bank of America
North Carolina
$3.34M +$83.2K +4,553 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.27M +$1.33M +72,640 +68%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.52M -$42.3K -2,318 -2%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.08M +$183 +10 +0%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$201K +11,020 +11%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.93M +$753K +41,210 +64%
Ameriprise
12
Ameriprise
Minnesota
$1.81M +$527K +28,847 +41%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.74M +$107K +5,877 +7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.56M +$115K +6,317 +8%
PCIA
15
Prime Capital Investment Advisors
Kansas
$1.43M +$361K +19,739 +34%
MFW
16
Mosaic Family Wealth
Missouri
$1.33M +$10.6K +580 +0.8%
RJA
17
Raymond James & Associates
Florida
$1.31M -$140K -7,672 -10%
Wells Fargo
18
Wells Fargo
California
$1.29M +$318K +17,408 +33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.13M -$116K -6,352 -9%
WAM
20
Weiss Asset Management
Massachusetts
$1.1M +$1.1M +60,389 New
SPC
21
Sigma Planning Corp
Michigan
$1.07M +$77.5K +4,240 +8%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$965K +$325K +17,797 +51%
BTS
23
BB&T Securities
Virginia
$887K +$451K +24,676 +103%
JG
24
Jefferies Group
New York
$718K +$42.3K +2,312 +6%
AAM
25
Advisors Asset Management
Colorado
$716K -$439K -24,055 -38%
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