Guggenheim Strategic Opportunities Fund
115 hedge funds and large institutions have $256M invested in Guggenheim Strategic Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 5 reducing their positions, and 8 closing their positions.
1,120% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 5
425% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 8
65% more capital invested
Capital invested by funds: $155M → $256M (+$101M)
37% more funds holding
Funds holding: 84 → 115 (+31)
1.46% less ownership
Funds ownership: 16.38% → 14.91% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$17.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$10.4M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$6.93M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$419K |
| 2 |
VF
Virtu Financial
New York
|
-$366K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$325K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$157K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$94K |
GOF Hedge Fund Activity: Q4 2021 in Review
115 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2021, worth a combined $256M — up 65% from $155M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new GOF positions and 8 closed out — a net gain of 34 holders — while 61 added to existing stakes and 5 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $17.7M. The largest seller was Focus Financial Network, exiting entirely with an estimated $419K sold.
- 115 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2021, up from 84 in Q3 2021.
- Funds reported $256M of Guggenheim Strategic Opportunities Fund stock for Q4 2021, up 65% quarter-over-quarter.
- 42 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +34 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2021 was Cohen & Steers, an estimated $17.7M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2021 was Focus Financial Network, an estimated $419K sold.
Based on aggregated 13F filings for Q4 2021.