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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

44 hedge funds and large institutions have $50M invested in Guggenheim Enhanced Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $47.5M → $50M (+$2.59M)

2% more funds holding

Funds holding: 4344 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.4M -$112K -14,173 -0.7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.37M +$393K +49,621 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.97M -$47.7K -6,028 -1%
Invesco
4
Invesco
Georgia
$3.92M +$242K +30,599 +7%
UBS Group
5
UBS Group
Switzerland
$2.59M +$411K +51,886 +19%
Bank of America
6
Bank of America
North Carolina
$2.57M -$15.9K -2,006 -0.6%
SFS
7
Shaker Financial Services
Virginia
$1.91M +$1.88M +237,089 New
RJA
8
Raymond James & Associates
Florida
$1.61M -$23K -2,911 -1%
AAM
9
Advisors Asset Management
Colorado
$1.24M -$2.8M -353,586 -70%
LPL Financial
10
LPL Financial
California
$1.23M +$41.9K +5,294 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.22M +$49.3K +6,232 +4%
RJT
12
Raymond James Trust
Florida
$837K +$11.1K +1,400 +1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$769K -$5.37K -678 -0.7%
BRWA
14
B. Riley Wealth Advisors
Florida
$653K -$11.7K -1,472 -2%
AG
15
Advisor Group
Arizona
$632K -$231K -29,209 -27%
Wells Fargo
16
Wells Fargo
California
$580K -$2.79K -352 -0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$567K +$86K +10,865 +18%
9WM
18
9258 Wealth Management
Ohio
$429K +$3.15K +398 +0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$420K
CAN
20
Cetera Advisor Networks
California
$412K +$129K +16,329 +47%
Truist Financial
21
Truist Financial
North Carolina
$405K +$398K +50,230 New
SPC
22
Sigma Planning Corp
Michigan
$373K -$35.7K -4,512 -9%
TCBWMS
23
Texas Capital Bank Wealth Management Services
Texas
$369K +$363K +45,832 New
LWPC
24
Legacy Wealth Partners (California)
California
$350K +$338K +42,756 New
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$327K -$6.33K -800 -2%