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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M -$8.58M -562,320 -8%
LPL Financial
2
LPL Financial
California
$26.1M +$1.83M +119,927 +8%
UBS Group
3
UBS Group
Switzerland
$18.7M +$234K +15,342 +1%
VCP
4
Verus Capital Partners
Arizona
$16.9M +$5.86M +384,257 +53%
PCIA
5
Prime Capital Investment Advisors
Kansas
$10.2M -$266K -17,430 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$9.72M +$9.72M +636,965 New
Osaic Holdings
7
Osaic Holdings
Arizona
$9.2M +$1.1M +71,804 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.16M -$3.15M -206,118 -26%
CW
9
CreativeOne Wealth
Kansas
$9.11M +$572K +37,458 +7%
Bank of America
10
Bank of America
North Carolina
$8.79M +$1.94M +127,181 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.09M +$129K +8,476 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.84M -$262K -17,139 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.35M +$731K +47,872 +13%
Cohen & Steers
14
Cohen & Steers
New York
$5.9M -$1.73M -113,175 -23%
PFA
15
Petra Financial Advisors
Colorado
$5.68M +$525K +34,379 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.37M +$481K +31,490 +10%
SAM
17
Secure Asset Management
Michigan
$5.29M +$198K +12,983 +4%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.97M +$500K +32,789 +11%
BCA
19
Bay Colony Advisors
Massachusetts
$4.07M -$322K -21,080 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.93M -$46.5K -3,048 -1%
RB
21
Richmond Brothers
Michigan
$3.64M -$708K -46,372 -16%
MFWP
22
Mosaic Family Wealth Partners
Missouri
$3.34M +$62.5K +4,093 +2%
MGWM
23
Marks Group Wealth Management
Minnesota
$2.99M – – –
WS
24
Wedbush Securities
California
$2.74M -$55.8K -3,655 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2.71M – – –
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