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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

51 hedge funds and large institutions have $65.2M invested in Guggenheim Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

43% more capital invested

Capital invested by funds: $45.6M → $65.2M (+$19.5M)

4% less funds holding

Funds holding: 5351 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$221K
SPC
27
Sigma Planning Corp
Michigan
$217K -$44K -7,968 -17%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$211K +$43.1K +7,796 +25%
LCM
29
Landscape Capital Management
New Jersey
$209K
Wells Fargo
30
Wells Fargo
California
$201K -$9.27K -1,679 -4%
BRWA
31
B. Riley Wealth Advisors
Florida
$192K +$4.07K +737 +2%
Citigroup
32
Citigroup
New York
$183K +$54.7K +9,909 +42%
DWM
33
Dakota Wealth Management
Florida
$166K +$34.7K +6,280 +26%
SKK
34
Shepherd Kaplan Krochuk
Massachusetts
$162K +$164K +29,690 New
CRC
35
Curi RMB Capital
Illinois
$158K +$105K +19,000 +190%
AAM
36
Advisors Asset Management
Colorado
$157K -$159K -28,869 -50%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$116K +$25.4K +4,600 +31%
BPB
38
Badgley, Phelps & Bell
Washington
$91K +$92.3K +16,716 New
CIA
39
Capital Investment Advisors
Georgia
$85K
CWA
40
Capital Wealth Alliance
Arizona
$76K +$76.9K +13,930 New
AIC
41
Ameritas Investment Company
Nebraska
$73K
SPIA
42
Steward Partners Investment Advisory
New York
$72K
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$55K -$20.2K -3,651 -27%
APA
44
American Portfolios Advisors
New York
$35.4K +$33.1K +6,000 +1,200%
GRP
45
Global Retirement Partners
California
$34K
ASN
46
Advisory Services Network
Georgia
$21K +$21K +3,800 New
GWM
47
Geneos Wealth Management
Colorado
$9K
SW
48
SVB Wealth
Massachusetts
$5K +$4.71K +853 New
HNB
49
Huntington National Bank
Ohio
$3K
EIP
50
Ellis Investment Partners
Pennsylvania
$3K +$77 +14 +2%