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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

126 hedge funds and large institutions have $275M invested in Guggenheim Strategic Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
47
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$63.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.14M
3
UBS Group
UBS Group
Switzerland
$27.3M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
FFA
Founders Financial Alliance
North Carolina
$2.18M

Top Sellers

1
KIM
Karpus Investment Management
New York
$775K
2
CP
Castleview Partners
Texas
$538K
3
Bank of America
Bank of America
North Carolina
$4.06M
4
YCM
Yakira Capital Management
Connecticut
$0
5
CP
Camelot Portfolios
Ohio
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.5M +$14M +736,756 +28%
UBS Group
2
UBS Group
Switzerland
$27.3M +$3.56M +187,527 +15%
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M +$884K +46,496 +5%
Cohen & Steers
4
Cohen & Steers
New York
$16.2M -$1.8M -94,804 -10%
Ameriprise
5
Ameriprise
Minnesota
$12.4M +$1.46M +76,750 +13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.17M -$314K -16,503 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.79M -$166K -8,758 -2%
LPL Financial
8
LPL Financial
California
$6.59M +$675K +35,536 +11%
AAM
9
Advisors Asset Management
Colorado
$6.42M -$549K -28,861 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.31M +$262K +13,760 +4%
VCP
11
Verus Capital Partners
Arizona
$6.05M +$6.05M +325,650 New
PCIA
12
Prime Capital Investment Advisors
Kansas
$5.61M -$35.9K -1,960 -0.6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.54M +$568K +29,878 +11%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.14M +$3.84M +202,177 +1,294%
Bank of America
15
Bank of America
North Carolina
$4.06M -$4.29M -225,465 -51%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.95M -$170K -8,917 -4%
MGWM
17
Marks Group Wealth Management
Minnesota
$3.62M – – –
RJA
18
Raymond James & Associates
Florida
$3.49M +$104K +5,491 +3%
RB
19
Richmond Brothers
Michigan
$3.45M -$98.7K -5,197 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.09M +$992K +52,196 +47%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.84M +$338K +17,789 +14%
BCA
22
Bay Colony Advisors
Massachusetts
$2.72M +$124K +6,522 +5%
SPC
23
Sigma Planning Corp
Michigan
$2.44M -$467K -24,548 -16%
Truist Financial
24
Truist Financial
North Carolina
$2.37M -$120K -6,333 -5%
FFA
25
Founders Financial Alliance
North Carolina
$2.18M +$1.15M +60,731 +113%
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