Guggenheim Strategic Opportunities Fund
142 hedge funds and large institutions have $330M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 17 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 37
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $276M → $330M (+$53.3M)
3% more funds holding
Funds holding: 138 → 142 (+4)
2.43% less ownership
Funds ownership: 19.24% → 16.8% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.3M |
| 2 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
+$4.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$3M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.9M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.96M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.42M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.23M |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$999K |
GOF Hedge Fund Activity: Q1 2024 in Review
142 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q1 2024, worth a combined $330M — up 19% from $276M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new GOF positions and 17 closed out — a net gain of 5 holders — while 63 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.9M sold.
- 142 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $330M of Guggenheim Strategic Opportunities Fund stock for Q1 2024, up 19% quarter-over-quarter.
- 22 funds opened new Guggenheim Strategic Opportunities Fund positions in Q1 2024 and 17 closed out, a net change of +5 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q1 2024 was Morgan Stanley, an estimated $11.3M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q1 2024 was AE Wealth Management, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2024.