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Guggenheim Strategic Opportunities Fund

140 hedge funds and large institutions have $329M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
60
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M -$78.7M -5,496,736 -44%
LPL Financial
2
LPL Financial
California
$18.1M +$3.1M +216,289 +21%
PCIA
3
Prime Capital Investment Advisors
Kansas
$18.1M +$1.29M +90,078 +8%
UBS Group
4
UBS Group
Switzerland
$16.8M -$531K -37,070 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.1M +$1.67M +116,914 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11M +$844K +58,922 +8%
Cohen & Steers
7
Cohen & Steers
New York
$10.5M +$143K +10,000 +1%
CW
8
CreativeOne Wealth
Kansas
$7.22M +$922K +64,415 +15%
VCP
9
Verus Capital Partners
Arizona
$6.3M +$176K +12,280 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.16M +$92.7K +6,470 +2%
AWS
11
Atria Wealth Solutions
New York
$5.79M +$219K +15,255 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.29M +$3.09M +216,117 +141%
Bank of America
13
Bank of America
North Carolina
$4.83M +$536K +37,438 +12%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$4.67M +$123K +8,565 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.56M -$223K -15,558 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.38M -$164K -11,457 -4%
RB
17
Richmond Brothers
Michigan
$4.33M +$69.1K +4,826 +2%
BCA
18
Bay Colony Advisors
Massachusetts
$4.19M +$397K +27,722 +10%
HIC
19
Hartline Investment Corp
Illinois
$4.19M +$4.19M +292,689 New
SWP
20
Significant Wealth Partners
Illinois
$3.96M +$1.5M +104,668 +61%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.73M -$294K -20,497 -7%
PFA
22
Petra Financial Advisors
Colorado
$3.69M +$149K +10,413 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.65M +$136K +9,496 +4%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.34M +$2.08M +145,176 +165%
MGWM
25
Marks Group Wealth Management
Minnesota
$2.75M