GOF icon

Guggenheim Strategic Opportunities Fund

123 hedge funds and large institutions have $236M invested in Guggenheim Strategic Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
54
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.5M +$2.96M +192,412 +5%
UBS Group
2
UBS Group
Switzerland
$22.5M +$7.02M +457,168 +45%
Ameriprise
3
Ameriprise
Minnesota
$10.7M +$266K +17,289 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.5M -$519K -33,787 -5%
Cohen & Steers
5
Cohen & Steers
New York
$8.39M -$1.1M -71,719 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.66M +$301K +19,591 +4%
PCIA
7
Prime Capital Investment Advisors
Kansas
$7.5M +$1.5M +97,671 +25%
LPL Financial
8
LPL Financial
California
$7.44M +$1.67M +108,836 +29%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.24M +$135K +8,771 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.4M +$171K +11,106 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.26M +$634K +41,301 +14%
AAM
12
Advisors Asset Management
Colorado
$4.96M -$73.6K -4,790 -1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.83M +$673K +43,831 +21%
Bank of America
14
Bank of America
North Carolina
$3.7M +$743K +48,391 +25%
VCP
15
Verus Capital Partners
Arizona
$3.36M +$3.05M +198,576 +996%
MGWM
16
Marks Group Wealth Management
Minnesota
$2.94M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.81M +$242K +15,789 +9%
RB
18
Richmond Brothers
Michigan
$2.7M -$83.6K -5,432 -3%
BCA
19
Bay Colony Advisors
Massachusetts
$2.68M +$110K +7,187 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.57M +$165K +10,717 +7%
SPC
21
Sigma Planning Corp
Michigan
$2.3M +$202K +13,132 +10%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.11M -$1.92M -125,104 -48%
FFA
23
Founders Financial Alliance
North Carolina
$2.03M +$654K +42,573 +47%
RJA
24
Raymond James & Associates
Florida
$1.99M -$63.5K -4,135 -3%
Truist Financial
25
Truist Financial
North Carolina
$1.97M +$27K +1,757 +1%