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Guggenheim Strategic Opportunities Fund

53 hedge funds and large institutions have $90.4M invested in Guggenheim Strategic Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27M +$1.08M +52,687 +4%
UBS Group
2
UBS Group
Switzerland
$6.72M +$323K +15,788 +5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.85M +$1.05M +51,277 +22%
AG
4
Advisor Group
Arizona
$4.6M +$424K +20,696 +10%
Invesco
5
Invesco
Georgia
$4.38M +$432K +21,092 +11%
Bank of America
6
Bank of America
North Carolina
$3.8M +$1.56M +76,300 +70%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.41M -$53.7K -2,624 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.97M +$412K +20,128 +16%
Ameriprise
9
Ameriprise
Minnesota
$2.96M +$597K +29,122 +25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.79M +$60.4K +2,948 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.42M +$135K +6,577 +6%
RJA
12
Raymond James & Associates
Florida
$2.12M +$499K +24,347 +31%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$147K +7,171 +8%
PCIA
14
Prime Capital Investment Advisors
Kansas
$2.07M +$471K +22,977 +29%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.07M +$177K +8,647 +9%
SPC
16
Sigma Planning Corp
Michigan
$1.71M +$521K +25,448 +44%
MFW
17
Mosaic Family Wealth
Missouri
$1.62M +$17.4K +850 +1%
Cohen & Steers
18
Cohen & Steers
New York
$1.54M -$4.22M -205,986 -73%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.1M -$206K -10,048 -16%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.08M
BTS
21
BB&T Securities
Virginia
$1.02M +$42.9K +2,098 +4%
Wells Fargo
22
Wells Fargo
California
$732K -$391K -19,078 -35%
CAN
23
Cetera Advisor Networks
California
$669K +$82.2K +4,046 +14%
PAG
24
Private Advisor Group
New Jersey
$652K +$2.46K +120 +0.4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$511K +$365 +18 +0.1%