Guggenheim Strategic Opportunities Fund
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.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
8% more capital invested
Capital invested by funds: $95.9M → $104M (+$7.76M)
0.38% less ownership
Funds ownership: 15.38% → 15% (-0.38%)
8% less funds holding
Funds holding: 66 → 61 (-5)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.27M |
| 2 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$1.91M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.31M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$875K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.76M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.88M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$799K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$719K |
GOF Hedge Fund Activity: Q2 2020 in Review
61 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2020, worth a combined $104M — up 8.1% from $95.9M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GOF and 7 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $2.27M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $3.76M sold.
- 61 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2020, down from 66 in Q1 2020.
- Funds reported $104M of Guggenheim Strategic Opportunities Fund stock for Q2 2020, up 8.1% quarter-over-quarter.
- 7 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2020 and 12 closed out, a net change of -5 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2020 was Morgan Stanley, an estimated $2.27M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2020 was Landscape Capital Management, an estimated $3.76M sold.
Based on aggregated 13F filings for Q2 2020.