Guggenheim Strategic Opportunities Fund
174 hedge funds and large institutions have $367M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
76% more capital inflows, than outflows
Capital inflows: $41.4M | Capital outflows: $23.5M
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
12% more funds holding
Funds holding: 155 → 174 (+19)
0.42% more ownership
Funds ownership: 17.13% → 17.55% (+0.42%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verus Capital Partners
Scottsdale,
Arizona
|
+$6.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.13M |
| 5 |
UMB Bank
Kansas City,
Missouri
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.83M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.24M |
| 3 |
TrueMark Investments
Chicago,
Illinois
|
-$2.02M |
| 4 |
Cohen & Steers
New York
|
-$1.78M |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.46M |
GOF Hedge Fund Activity: Q4 2024 in Review
174 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Strategic Opportunities Fund (GOF) for Q4 2024, worth a combined $367M — down 0.79% from $370M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new GOF positions and 12 closed out — a net gain of 23 holders — while 66 added to existing stakes and 41 trimmed.
The largest buyer was Verus Capital Partners, adding an estimated $6.04M. The largest seller was Morgan Stanley, cutting an estimated $8.83M.
- 174 institutional investors held Guggenheim Strategic Opportunities Fund (GOF) as of Q4 2024, up from 155 in Q3 2024.
- Funds reported $367M of Guggenheim Strategic Opportunities Fund stock for Q4 2024, down 0.79% quarter-over-quarter.
- 35 funds opened new Guggenheim Strategic Opportunities Fund positions in Q4 2024 and 12 closed out, a net change of +23 holders.
- The largest Guggenheim Strategic Opportunities Fund buyer in Q4 2024 was Verus Capital Partners, an estimated $6.04M added.
- The largest Guggenheim Strategic Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $8.83M sold.
Based on aggregated 13F filings for Q4 2024.