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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

41 hedge funds and large institutions have $53.4M invested in Guggenheim Enhanced Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

0% less capital invested

Capital invested by funds: $53.6M → $53.4M (-$238K)

5% less funds holding

Funds holding: 4341 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$313K +39,398 +2%
AAM
2
Advisors Asset Management
Colorado
$7.14M -$1.58M -198,360 -18%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5M -$255K -32,051 -5%
Invesco
4
Invesco
Georgia
$4.4M -$513K -64,564 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.99M +$91.7K +11,536 +2%
Bank of America
6
Bank of America
North Carolina
$2.56M +$285K +35,843 +13%
UBS Group
7
UBS Group
Switzerland
$2.05M +$25.8K +3,250 +1%
RJA
8
Raymond James & Associates
Florida
$1.64M +$201K +25,234 +14%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.13M +$97K +12,199 +10%
LPL Financial
10
LPL Financial
California
$1.12M +$374K +47,002 +52%
AG
11
Advisor Group
Arizona
$884K +$5.46K +687 +0.6%
RJT
12
Raymond James Trust
Florida
$828K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$762K +$77.8K +9,777 +12%
Wells Fargo
14
Wells Fargo
California
$746K -$147K -18,435 -17%
BRWA
15
B. Riley Wealth Advisors
Florida
$651K -$49.4K -6,213 -7%
SPC
16
Sigma Planning Corp
Michigan
$560K +$97.6K +12,268 +22%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$500K +$489K +61,446 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$476K -$3.53K -444 -0.8%
9WM
19
9258 Wealth Management
Ohio
$427K -$36.5K -4,590 -8%
BTS
20
BB&T Securities
Virginia
$423K -$22K -2,771 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$419K -$22.8K -2,868 -5%
MWPCG
22
Measured Wealth Private Client Group
New Hampshire
$385K +$377K +47,400 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$270K -$24.9K -3,129 -9%
CAN
24
Cetera Advisor Networks
California
$266K +$10.6K +1,332 +4%
QCIG
25
Quad-Cities Investment Group
Iowa
$171K +$89.1K +11,203 +113%