We are live on ! Find out more
GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

32 hedge funds and large institutions have $35.8M invested in Guggenheim Enhanced Equity Income Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $34M → $35.8M (+$1.8M)

14% less funds holding

Funds holding: 3732 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$19.4M +$4.84M +648,804 +34%
Invesco
2
Invesco
Georgia
$4.39M +$217K +29,081 +5%
Bank of America
3
Bank of America
North Carolina
$2.5M +$156K +20,858 +7%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.28M +$656K +87,923 +41%
GC
5
Guggenheim Capital
Illinois
$2.22M
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$699K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$585K +$34.5K +4,628 +6%
BTS
8
BB&T Securities
Virginia
$512K +$15.8K +2,126 +3%
RJA
9
Raymond James & Associates
Florida
$491K +$40.4K +5,423 +9%
Morgan Stanley
10
Morgan Stanley
New York
$363K +$68K +9,115 +23%
UBS Group
11
UBS Group
Switzerland
$313K -$25.3K -3,400 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$273K +$7.81K +1,048 +3%
RCM
13
Robinson Capital Management
Michigan
$246K -$481K -64,581 -66%
FAAS
14
First Allied Advisory Services
California
$243K
IC
15
InterOcean Capital
Illinois
$222K -$7.46K -1,000 -3%
LPL Financial
16
LPL Financial
California
$157K -$196K -26,289 -56%
RMC
17
Regis Management Company
California
$114K
SPC
18
Sigma Planning Corp
Michigan
$114K +$1.1K +147 +1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$108K -$6.3K -845 -6%
CIA
20
Capital Investment Advisors
Georgia
$104K
PAG
21
Private Advisor Group
New Jersey
$104K +$102K +13,634 New
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$87K
AG
23
Advisor Group
Arizona
$64K +$64.1K +8,600 New
Creative Planning
24
Creative Planning
Kansas
$55K -$237K -31,760 -81%
Wells Fargo
25
Wells Fargo
California
$53K +$26.6K +3,572 +105%