Guggenheim Strategic Opportunities Fund
153 hedge funds and large institutions have $369M invested in Guggenheim Strategic Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 19 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 37
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $338M → $369M (+$31M)
1% more funds holding
Funds holding: 152 → 153 (+1)
0.32% more ownership
Funds ownership: 16.76% → 17.08% (+0.32%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.04M |
| 2 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$2.95M |
| 3 |
Morgan Stanley
New York
|
+$2.59M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.67M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$5.88M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$4.7M |
| 3 |
Cohen & Steers
New York
|
-$3.61M |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$1.1M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$459K |
GOF Hedge Fund Activity: Q3 2024 in Review
153 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q3 2024, worth a combined $369M — up 9.2% from $338M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new GOF positions and 19 closed out — a net gain of 2 holders — while 69 added to existing stakes and 37 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.04M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $5.88M.
- 153 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q3 2024, up from 152 in Q2 2024.
- Funds reported $369M of Guggenheim Strategic Opportunities Fund stock for Q3 2024, up 9.2% quarter-over-quarter.
- 21 funds opened new Guggenheim Strategic Opportunities Fund positions in Q3 2024 and 19 closed out, a net change of +2 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q3 2024 was LPL Financial, an estimated $4.04M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q3 2024 was Prime Capital Investment Advisors, an estimated $5.88M sold.
Based on aggregated 13F filings for Q3 2024.