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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

60 hedge funds and large institutions have $116M invested in Guggenheim Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $90M → $116M (+$26.1M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5960 (+1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
27
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$619K +$6.97K +1,020 +1%
Truist Financial
27
Truist Financial
North Carolina
$457K +$21K +3,071 +5%
PAG
28
Private Advisor Group
New Jersey
$442K +$54.8K +8,025 +15%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$379K +$134K +19,639 +60%
LCM
30
Landscape Capital Management
New Jersey
$342K -$721K -105,448 -69%
9WM
31
9258 Wealth Management
Ohio
$327K -$7.7K -1,127 -2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$302K +$9.29K +1,360 +3%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$293K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$281K +$2.85K +417 +1%
Citigroup
35
Citigroup
New York
$264K -$35.6K -5,215 -12%
BRWA
36
B. Riley Wealth Advisors
Florida
$263K +$3.91K +572 +2%
SPC
37
Sigma Planning Corp
Michigan
$216K -$2.13K -312 -1%
CCP
38
Clough Capital Partners
Massachusetts
$212K -$124K -18,200 -38%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$208K +$197K +28,840 New
SPIA
40
Steward Partners Investment Advisory
New York
$199K +$98.5K +14,422 +109%
WS
41
Wedbush Securities
California
$187K +$177K +25,953 New
SWM
42
Spire Wealth Management
Virginia
$187K +$178K +25,987 New
RWA
43
Ropes Wealth Advisors
Massachusetts
$151K
GRP
44
Global Retirement Partners
California
$149K +$98.6K +14,429 +231%
MA
45
Montag & Associates
Georgia
$144K
CIA
46
Capital Investment Advisors
Georgia
$127K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$114K -$11K -1,606 -9%
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$109K -$59.4K -8,700 -37%
CWA
49
Capital Wealth Alliance
Arizona
$93K +$314 +46 +0.4%
EWA
50
EP Wealth Advisors
California
$76K +$71.7K +10,500 New