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Guggenheim Strategic Opportunities Fund

76 hedge funds and large institutions have $149M invested in Guggenheim Strategic Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
35
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.3M +$5.29M +244,177 +13%
UBS Group
2
UBS Group
Switzerland
$12.7M +$1.35M +62,212 +12%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.4M +$250K +11,547 +2%
Ameriprise
4
Ameriprise
Minnesota
$9.34M +$2.59M +119,865 +38%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.95M +$2.43M +112,260 +37%
Bank of America
6
Bank of America
North Carolina
$6.37M +$181K +8,342 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.92M +$510K +23,507 +12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.18M +$542K +25,019 +15%
MGWM
9
Marks Group Wealth Management
Minnesota
$3.86M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.93M +$37.4K +1,727 +1%
MFW
11
Mosaic Family Wealth
Missouri
$2.89M +$200K +9,201 +7%
LPL Financial
12
LPL Financial
California
$2.72M +$181K +8,339 +7%
RJA
13
Raymond James & Associates
Florida
$2.69M -$109K -5,024 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.4M +$70K +3,229 +3%
PCIA
15
Prime Capital Investment Advisors
Kansas
$2.35M +$45K +2,076 +2%
SPC
16
Sigma Planning Corp
Michigan
$2.19M +$248K +11,448 +13%
Truist Financial
17
Truist Financial
North Carolina
$2.03M -$36.9K -1,704 -2%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$151K +6,973 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.67M -$119K -5,510 -7%
HI
20
Harbour Investments
Wisconsin
$1.4M -$20.9K -965 -1%
CAN
21
Cetera Advisor Networks
California
$1.11M +$536K +24,701 +94%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$833K +$185K +8,526 +29%
DAS
23
Dynamic Advisor Solutions
Arizona
$703K +$46.7K +2,153 +7%
FFA
24
Founders Financial Alliance
North Carolina
$646K +$106K +4,904 +20%
KA
25
Kovack Advisors
Florida
$587K -$57.6K -2,658 -9%