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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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69 hedge funds and large institutions have $159M invested in Guggenheim Enhanced Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

37% more capital invested

Capital invested by funds: $116M → $159M (+$42.9M)

15% more funds holding

Funds holding: 60 → 69 (+9)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
17
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.9M
2
Cohen & Steers
Cohen & Steers
New York
+$5.59M
3
YCM
Yakira Capital Management
Connecticut
+$5.36M
4
CCP
Clough Capital Partners
Massachusetts
+$4.18M
5
SCM
Saba Capital Management
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$4.68M
2
SFS
Shaker Financial Services
Virginia
-$4.14M
3
Morgan Stanley
Morgan Stanley
New York
-$3.82M
4
Bank of America
Bank of America
North Carolina
-$2.92M
5
WAM
Wolverine Asset Management
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$857K – – –
DWM
27
Dakota Wealth Management
Florida
$734K -$5.3K -640 -0.7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$605K -$251K -30,385 -30%
Truist Financial
29
Truist Financial
North Carolina
$394K -$145K -17,562 -28%
9WM
30
9258 Wealth Management
Ohio
$392K +$1.8K +217 +0.5%
CL
31
CSS LLC
Illinois
$351K +$338K +40,791 New
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$350K – – –
AA
33
AQR Arbitrage
Connecticut
$338K -$813K -98,266 -71%
BRWA
34
B. Riley Wealth Advisors
Florida
$327K +$12.2K +1,469 +4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$320K -$39.7K -4,792 -11%
SPIA
36
Steward Partners Investment Advisory
New York
$312K +$71.7K +8,668 +31%
ARC
37
Advisor Resource Council
Texas
$308K +$296K +35,730 New
Citigroup
38
Citigroup
New York
$297K -$17.1K -2,066 -6%
Northern Trust
39
Northern Trust
Illinois
$262K +$252K +30,435 New
SCM
40
Sterneck Capital Management
Missouri
$229K +$215K +26,000 New
SWM
41
Spire Wealth Management
Virginia
$224K – – –
WS
42
Wedbush Securities
California
$224K +$687 +83 +0.3%
CAN
43
Cetera Advisor Networks
California
$187K +$179K +21,673 New
GRP
44
Global Retirement Partners
California
$178K – – –
MA
45
Montag & Associates
Georgia
$172K – – –
COLIM
46
City of London Investment Management
United Kingdom
$166K +$159K +19,205 New
RWA
47
Ropes Wealth Advisors
Massachusetts
$154K – – –
CIA
48
Capital Investment Advisors
Georgia
$152K – – –
SPC
49
Sigma Planning Corp
Michigan
$140K -$112K -13,572 -45%
Jane Street
50
Jane Street
New York
$132K +$127K +15,340 New
1
2
3 4

GPM Hedge Fund Activity: Q2 2021 in Review

69 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Enhanced Equity Income Fund (GPM) for Q2 2021, worth a combined $159M — up 37% from $116M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GPM positions and 9 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $14.9M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.68M sold.

  • 69 institutional investors held Guggenheim Enhanced Equity Income Fund (GPM) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $159M of Guggenheim Enhanced Equity Income Fund stock for Q2 2021, up 37% quarter-over-quarter.
  • 18 funds opened new Guggenheim Enhanced Equity Income Fund positions in Q2 2021 and 9 closed out, a net change of +9 holders.
  • The largest Guggenheim Enhanced Equity Income Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $14.9M added.
  • The largest Guggenheim Enhanced Equity Income Fund seller in Q2 2021 was Cornerstone Advisors, an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2021.