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Guggenheim Strategic Opportunities Fund

74 hedge funds and large institutions have $142M invested in Guggenheim Strategic Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.7M 1,843,167 +91,480 +5%
GC
2
Guggenheim Capital
Illinois
$11.9M 569,170
Osaic Holdings
3
Osaic Holdings
Arizona
$11.8M 562,451 +89,397 +19%
UBS Group
4
UBS Group
Switzerland
$11M 525,775 +7,837 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.31M 300,571 -7,667 -2%
Ameriprise
6
Ameriprise
Minnesota
$6.23M 312,438 +40,580 +15%
Bank of America
7
Bank of America
North Carolina
$6M 285,618 -3,242 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.27M 203,259 +41,928 +26%
MGWM
9
Marks Group Wealth Management
Minnesota
$3.74M 178,195
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.52M 167,711 -1,721 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.8M 133,554 +4,264 +3%
RJA
12
Raymond James & Associates
Florida
$2.71M 129,124 -36,095 -22%
MFW
13
Mosaic Family Wealth
Missouri
$2.61M 124,264 +7,621 +7%
LPL Financial
14
LPL Financial
California
$2.46M 117,306 +10,456 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.26M 107,504 +759 +0.7%
PCIA
16
Prime Capital Investment Advisors
Kansas
$2.23M 106,106 +1,703 +2%
Truist Financial
17
Truist Financial
North Carolina
$2M 95,384 -1,056 -1%
SPC
18
Sigma Planning Corp
Michigan
$1.88M 89,560 +9,414 +12%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.73M 82,475 +30,187 +58%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$1.47M 70,164 +14,617 +26%
SFS
21
Sowell Financial Services
Arkansas
$1.39M 67,565 -2,216 -3%
HI
22
Harbour Investments
Wisconsin
$1.38M 65,584 +65,584 New
SPIA
23
Steward Partners Investment Advisory
New York
$841K 40,053 +32,896 +460%
Jane Street
24
Jane Street
New York
$725K 34,560 +34,560 New
DAS
25
Dynamic Advisor Solutions
Arizona
$635K 30,254 +5,654 +23%