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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

61 hedge funds and large institutions have $104M invested in Guggenheim Strategic Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.4M
2
MGWM
Marks Group Wealth Management
Minnesota
$2.03M
3
GC
Guggenheim Capital
Illinois
$9.68M
4
Truist Financial
Truist Financial
North Carolina
$1.62M
5
Ameriprise
Ameriprise
Minnesota
$2.52M

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
$0
2
PPA
Parametric Portfolio Associates
Washington
$266K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$163K
4
Osaic Holdings
Osaic Holdings
Arizona
$5.4M
5
RJA
Raymond James & Associates
Florida
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.4M +$2.41M +142,506 +8%
GC
2
Guggenheim Capital
Illinois
$9.68M +$1.39M +82,321 +17%
UBS Group
3
UBS Group
Switzerland
$7.39M +$369K +21,839 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.4M -$849K -50,217 -14%
Invesco
5
Invesco
Georgia
$4.93M +$148K +8,768 +3%
Bank of America
6
Bank of America
North Carolina
$3.93M +$339K +20,055 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.11M +$2.16K +128 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$2.52M +$582K +34,396 +30%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.52M -$3.99K -236 -0.2%
RJA
10
Raymond James & Associates
Florida
$2.5M -$764K -45,191 -23%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.46M +$252K +14,915 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.3M -$49.2K -2,909 -2%
PCIA
13
Prime Capital Investment Advisors
Kansas
$2.24M +$138K +8,145 +7%
MGWM
14
Marks Group Wealth Management
Minnesota
$2.03M +$2.03M +120,225 New
SPC
15
Sigma Planning Corp
Michigan
$1.76M -$41.9K -2,477 -2%
LPL Financial
16
LPL Financial
California
$1.66M +$444K +26,297 +37%
Truist Financial
17
Truist Financial
North Carolina
$1.62M +$929K +54,994 +134%
MFW
18
Mosaic Family Wealth
Missouri
$1.57M +$65.4K +3,870 +4%
SFS
19
Sowell Financial Services
Arkansas
$1.16M -$109K -6,458 -9%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$1.16M +$25.3K +1,500 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.04M +$94.8K +5,609 +10%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$967K +$39K +2,308 +4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$929K +$540K +31,942 +139%
CAN
24
Cetera Advisor Networks
California
$903K -$68.6K -4,056 -7%
IWM
25
IHT Wealth Management
Illinois
$522K -$544K -32,179 -51%
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