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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

128 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RB
1
Richmond Brothers
Michigan
$6.75M
2
AWS
2
Atria Wealth Solutions
New York
$5.53M
3
CAN
3
Cetera Advisor Networks
California
$3.93M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$10.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.01M
2
Ameriprise
2
Ameriprise
Minnesota
$8.48M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.75M
4
Cohen & Steers
4
Cohen & Steers
New York
$7.12M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$227M +$1.55M +102 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$58.7M +$1.81M +118,811 +3%
UBS Group
3
UBS Group
Switzerland
$21.6M -$617K -40,526 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.7M +$2.31M +151,776 +22%
PCIA
5
Prime Capital Investment Advisors
Kansas
$10.5M +$3.1M +203,937 +42%
Ameriprise
6
Ameriprise
Minnesota
$8.48M -$2.13M -139,970 -20%
LPL Financial
7
LPL Financial
California
$7.62M +$248K +16,320 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.56M -$28.9K -1,901 -0.4%
Cohen & Steers
9
Cohen & Steers
New York
$7.12M -$1.19M -78,087 -14%
RB
10
Richmond Brothers
Michigan
$6.75M +$4.08M +267,953 +153%
AWS
11
Atria Wealth Solutions
New York
$5.53M +$3.79M +248,916 +218%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.17M -$179K -11,758 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.01M -$2.16M -142,145 -30%
AAM
14
Advisors Asset Management
Colorado
$4.71M -$200K -13,172 -4%
CAN
15
Cetera Advisor Networks
California
$3.93M +$3.14M +206,490 +401%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.75M -$1.47M -96,454 -28%
Bank of America
17
Bank of America
North Carolina
$3.48M -$182K -11,975 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.37M -$426K -28,021 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.2M +$655K +43,022 +26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.07M +$291K +19,131 +10%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.07M +$1.77M +116,432 +137%
MGWM
22
Marks Group Wealth Management
Minnesota
$2.96M +$55.7K +3,660 +2%
BCA
23
Bay Colony Advisors
Massachusetts
$2.64M -$20.4K -1,343 -0.8%
VCP
24
Verus Capital Partners
Arizona
$2.61M -$720K -47,284 -22%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$2.51M +$2.51M +165,082 New
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