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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

135 hedge funds and large institutions have $357M invested in Guggenheim Strategic Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
52
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
Cohen & Steers
Cohen & Steers
New York
$9.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.06M
4
PCIA
Prime Capital Investment Advisors
Kansas
$15M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$4.07M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.5M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.29M
3
Wells Fargo
Wells Fargo
California
$97.1K
4
BCM
Brookstone Capital Management
Illinois
$931K
5
SPC
Sigma Planning Corp
Michigan
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$161M +$105M +8,233,239 +188%
UBS Group
2
UBS Group
Switzerland
$15.5M -$8.84M -690,516 -36%
PCIA
3
Prime Capital Investment Advisors
Kansas
$15M +$3.9M +304,335 +35%
LPL Financial
4
LPL Financial
California
$13.5M +$1.09M +85,119 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.29M -$3M -234,069 -24%
Cohen & Steers
6
Cohen & Steers
New York
$9.28M +$4.16M +325,000 +81%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.06M +$4.15M +324,423 +85%
CW
8
CreativeOne Wealth
Kansas
$5.63M +$752K +58,726 +15%
VCP
9
Verus Capital Partners
Arizona
$5.48M +$261K +20,385 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.42M +$226K +17,658 +4%
AWS
11
Atria Wealth Solutions
New York
$4.97M +$331K +25,894 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.27M +$1.03M +80,368 +32%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.07M +$1.57M +122,643 +63%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.06M -$592K -46,237 -13%
Bank of America
15
Bank of America
North Carolina
$3.84M +$264K +20,642 +7%
RB
16
Richmond Brothers
Michigan
$3.81M +$468K +36,581 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.6M -$860K -67,191 -19%
BCA
18
Bay Colony Advisors
Massachusetts
$3.39M +$716K +55,914 +27%
PFA
19
Petra Financial Advisors
Colorado
$3.17M +$342K +26,686 +12%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.14M -$583K -45,520 -16%
AWM
21
AE Wealth Management
Kansas
$2.9M +$817K +61,095 +39%
MGWM
22
Marks Group Wealth Management
Minnesota
$2.46M – – –
MFWP
23
Mosaic Family Wealth Partners
Missouri
$2.33M +$60.2K +4,702 +3%
CAN
24
Cetera Advisor Networks
California
$2.26M +$643K +50,249 +40%
SWP
25
Significant Wealth Partners
Illinois
$2.2M +$2.2M +172,083 New
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