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Guggenheim Strategic Opportunities Fund

84 hedge funds and large institutions have $155M invested in Guggenheim Strategic Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M +$6.45M +336,786 +16%
UBS Group
2
UBS Group
Switzerland
$11.9M +$673K +35,134 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.5M +$504K +26,304 +5%
Ameriprise
4
Ameriprise
Minnesota
$9.96M +$1.69M +88,590 +20%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.6M +$694K +36,216 +9%
Bank of America
6
Bank of America
North Carolina
$5.95M +$325K +16,946 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.55M +$1.21M +63,038 +28%
PCIA
8
Prime Capital Investment Advisors
Kansas
$4.67M +$2.6M +135,803 +126%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.3M +$609K +31,796 +16%
MGWM
10
Marks Group Wealth Management
Minnesota
$3.41M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.98M +$385K +20,121 +15%
LPL Financial
12
LPL Financial
California
$2.78M +$376K +19,635 +16%
MFW
13
Mosaic Family Wealth
Missouri
$2.6M +$46.1K +2,408 +2%
RJA
14
Raymond James & Associates
Florida
$2.4M +$27.7K +1,446 +1%
SPC
15
Sigma Planning Corp
Michigan
$2.31M +$377K +19,701 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.16M +$40.9K +2,137 +2%
BCA
17
Bay Colony Advisors
Massachusetts
$1.83M +$1.37M +71,692 +300%
Truist Financial
18
Truist Financial
North Carolina
$1.7M -$90.8K -4,743 -5%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$100K +5,233 +7%
HI
20
Harbour Investments
Wisconsin
$1.26M +$25.9K +1,353 +2%
FFA
21
Founders Financial Alliance
North Carolina
$1.1M +$532K +27,792 +93%
CAN
22
Cetera Advisor Networks
California
$1.09M +$116K +6,040 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.09M -$381K -19,906 -26%
WWM
24
Wagner Wealth Management
South Carolina
$1.03M +$1.03M +53,846 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$855K +$120K +6,250 +16%