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GPM

Guggenheim Enhanced Equity Income Fund
GPM

Delisted

GPM was delisted on the 22nd of October, 2021.

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52 hedge funds and large institutions have $77.3M invested in Guggenheim Enhanced Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 49 → 52 (+3)

4% less capital invested

Capital invested by funds: $80.3M → $77.3M (-$3.08M)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$3.21M
2
Invesco
Invesco
Georgia
+$1.08M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$788K
4
Bank of America
Bank of America
North Carolina
+$719K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$701K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$4.75M
2
AAM
Advisors Asset Management
Colorado
-$2.96M
3
IA
Icon Advisers
Colorado
-$2.28M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.08M
5
LCM
Laurion Capital Management
New York
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$366K +$237K +28,746 +186%
WAM
27
Wolverine Asset Management
Illinois
$353K -$5.76K -698 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$340K +$76.7K +9,283 +29%
GP
29
Girard Partners
Pennsylvania
$277K +$277K +33,500 New
BFEC
30
Benjamin F. Edwards & Company
Missouri
$222K +$19.3K +2,336 +10%
CIA
31
Capital Investment Advisors
Georgia
$208K – – –
AWA
32
Arete Wealth Advisors
Illinois
$200K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$183K +$52.4K +6,343 +40%
COLIM
34
City of London Investment Management
United Kingdom
$176K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$173K +$173K +20,935 New
CWM
36
Concert Wealth Management
California
$145K +$144K +17,474 New
Millennium Management
37
Millennium Management
New York
$133K +$133K +16,053 New
FA
38
FDx Advisors
Illinois
$131K +$130K +15,780 New
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$127K – – –
RMC
40
Regis Management Company
California
$126K – – –
Citigroup
41
Citigroup
New York
$113K -$8.17K -989 -7%
Stifel Financial
42
Stifel Financial
Missouri
$107K -$9.02K -1,092 -8%
PAG
43
Private Advisor Group
New Jersey
$100K +$9.74K +1,179 +11%
VKH
44
Virtu KCG Holdings
New York
$94K +$94.3K +11,414 New
LPL Financial
45
LPL Financial
California
$93K -$506K -61,311 -84%
Creative Planning
46
Creative Planning
Kansas
$83K +$5.78K +700 +8%
IA
47
IFP Advisors
Florida
$53K – – –
GRP
48
Global Retirement Partners
California
$52K – – –
BAM
49
Bruderman Asset Management
New York
$48K +$48.1K +5,828 New
GWM
50
Geneos Wealth Management
Colorado
$47K +$41 +5 +0.1%
1
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GPM Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Enhanced Equity Income Fund (GPM) for Q2 2017, worth a combined $77.3M — down 3.8% from $80.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GPM positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.21M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $4.75M sold.

  • 52 institutional investors held Guggenheim Enhanced Equity Income Fund (GPM) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $77.3M of Guggenheim Enhanced Equity Income Fund stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 8 funds opened new Guggenheim Enhanced Equity Income Fund positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest Guggenheim Enhanced Equity Income Fund buyer in Q2 2017 was Shaker Financial Services, an estimated $3.21M added.
  • The largest Guggenheim Enhanced Equity Income Fund seller in Q2 2017 was Relative Value Partners Group, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2017.