Guggenheim Strategic Opportunities Fund
152 hedge funds and large institutions have $338M invested in Guggenheim Strategic Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
11% more capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $24.4M
7% more funds holding
Funds holding: 142 → 152 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.04% less ownership
Funds ownership: 16.8% → 16.76% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Secure Asset Management
Troy,
Michigan
|
+$4.85M |
| 2 |
TrueMark Investments
Chicago,
Illinois
|
+$4.39M |
| 3 |
Strategic Financial Concepts
San Antonio,
Texas
|
+$4.38M |
| 4 |
Verus Capital Partners
Scottsdale,
Arizona
|
+$1.29M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.66M |
| 2 |
Atria Wealth Solutions
New York
|
-$4.42M |
| 3 |
Hartline Investment Corp
Winnetka,
Illinois
|
-$4.19M |
| 4 |
Significant Wealth Partners
Cary,
Illinois
|
-$3.96M |
| 5 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.82M |
GOF Hedge Fund Activity: Q2 2024 in Review
152 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q2 2024, worth a combined $338M — up 2.5% from $330M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new GOF positions and 10 closed out — a net gain of 14 holders — while 60 added to existing stakes and 39 trimmed.
The largest buyer was Secure Asset Management, opening a new position worth an estimated $4.85M. The largest seller was Osaic Holdings, cutting an estimated $4.66M.
- 152 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q2 2024, up from 142 in Q1 2024.
- Funds reported $338M of Guggenheim Strategic Opportunities Fund stock for Q2 2024, up 2.5% quarter-over-quarter.
- 24 funds opened new Guggenheim Strategic Opportunities Fund positions in Q2 2024 and 10 closed out, a net change of +14 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q2 2024 was Secure Asset Management, an estimated $4.85M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q2 2024 was Osaic Holdings, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2024.