Guggenheim Strategic Opportunities Fund
126 hedge funds and large institutions have $264M invested in Guggenheim Strategic Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 17 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 43
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.09% less ownership
Funds ownership: 16.98% → 14.89% (-2.1%)
2% less funds holding
Funds holding: 129 → 126 (-3)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
45% less capital invested
Capital invested by funds: $481M → $264M (-$217M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.85M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.74M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.41M |
| 5 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$227M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.45M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.44M |
| 4 |
RB
Richmond Brothers
Jackson,
Michigan
|
-$2.06M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.53M |
GOF Hedge Fund Activity: Q1 2023 in Review
126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2023, worth a combined $264M — down 45% from $481M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of GOF and 15 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 53 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.85M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $227M sold.
- 126 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2023, down from 129 in Q4 2022.
- Funds reported $264M of Guggenheim Strategic Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
- 15 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -2 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.85M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q1 2023 was Arete Wealth Advisors, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2023.