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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

43 hedge funds and large institutions have $53.6M invested in Guggenheim Enhanced Equity Income Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $51.3M → $53.6M (+$2.33M)

10% less funds holding

Funds holding: 4843 (-5)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M -$409K -53,203 -3%
AAM
2
Advisors Asset Management
Colorado
$8.47M -$2.17M -283,021 -21%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.08M -$86.9K -11,312 -2%
Invesco
4
Invesco
Georgia
$4.76M -$77.6K -10,096 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.76M +$336K +43,727 +10%
Bank of America
6
Bank of America
North Carolina
$2.2M -$1.1M -143,446 -34%
UBS Group
7
UBS Group
Switzerland
$1.96M +$117K +15,248 +7%
SFS
8
Shaker Financial Services
Virginia
$1.6M -$332K -43,236 -18%
RJA
9
Raymond James & Associates
Florida
$1.39M -$56.5K -7,358 -4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$996K +$71.3K +9,286 +8%
Wells Fargo
11
Wells Fargo
California
$866K -$216K -28,074 -20%
AG
12
Advisor Group
Arizona
$849K +$58.8K +7,659 +8%
RJT
13
Raymond James Trust
Florida
$800K
LPL Financial
14
LPL Financial
California
$711K -$36.5K -4,750 -5%
BRWA
15
B. Riley Wealth Advisors
Florida
$678K +$662K +86,200 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$659K +$15.4K +2,002 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$464K -$215K -27,991 -32%
9WM
18
9258 Wealth Management
Ohio
$449K +$2.89K +376 +0.7%
SPC
19
Sigma Planning Corp
Michigan
$445K +$21.5K +2,803 +5%
BTS
20
BB&T Securities
Virginia
$431K -$23.1K -3,001 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$428K +$87.8K +11,429 +27%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$286K +$69K +8,982 +33%
CAN
23
Cetera Advisor Networks
California
$254K -$7.68K -1,000 -3%
Ameriprise
24
Ameriprise
Minnesota
$172K +$168K +21,916 New
Citigroup
25
Citigroup
New York
$156K +$269 +35 +0.2%