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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $228M invested in Guggenheim Strategic Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.1M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$6.28M
3
AAS
3
Avantax Advisory Services
Texas
$1.12M
4
BWA
4
BDO Wealth Advisors
Florida
$804K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$4.23M

Top Sellers

1
VCP
1
Verus Capital Partners
Arizona
$7.48M
2
UBS Group
2
UBS Group
Switzerland
$16.2M
3
Cohen & Steers
3
Cohen & Steers
New York
$9.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
CP
5
Castleview Partners
Texas
$21.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.1M +$3.37M +209,702 +6%
UBS Group
2
UBS Group
Switzerland
$16.2M -$6.94M -431,118 -30%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.6M -$2.96M -184,074 -20%
Ameriprise
4
Ameriprise
Minnesota
$11M +$395K +24,540 +4%
Cohen & Steers
5
Cohen & Steers
New York
$9.94M -$3.74M -232,437 -27%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.71M -$45.5K -2,826 -0.6%
VCP
7
Verus Capital Partners
Arizona
$7.48M -$115M -305,711 -94%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.45M +$5.75K +357 +0.1%
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.28M +$1.36M +84,363 +28%
LPL Financial
10
LPL Financial
California
$6.05M +$468K +29,084 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.48M +$132K +8,182 +2%
AAM
12
Advisors Asset Management
Colorado
$5.27M -$168K -10,444 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.84M +$156K +9,724 +3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.23M +$721K +44,813 +21%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.31M -$29.7K -1,849 -0.9%
Bank of America
16
Bank of America
North Carolina
$3.09M -$347K -21,539 -10%
MGWM
17
Marks Group Wealth Management
Minnesota
$3.08M +$14.4K +892 +0.5%
RB
18
Richmond Brothers
Michigan
$2.92M -$10.7K -662 -0.4%
BCA
19
Bay Colony Advisors
Massachusetts
$2.83M +$406K +24,035 +17%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.69M +$74.8K +4,649 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.51M +$113K +6,998 +5%
SPC
22
Sigma Planning Corp
Michigan
$2.2M +$129K +8,021 +6%
RJA
23
Raymond James & Associates
Florida
$2.15M -$808K -50,190 -27%
Truist Financial
24
Truist Financial
North Carolina
$2.04M +$32.1K +1,992 +2%
PAG
25
Private Advisor Group
New Jersey
$1.76M +$382K +23,758 +28%
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