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GPM

Guggenheim Enhanced Equity Income Fund

Delisted

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

48 hedge funds and large institutions have $32.9M invested in Guggenheim Enhanced Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4448 (+4)

34% less capital invested

Capital invested by funds: $50M → $32.9M (-$17.1M)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.48M +$83.5K +11,575 +0.6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.57M +$408K +56,526 +8%
Invesco
3
Invesco
Georgia
$2.51M +$159K +22,025 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.5M +$99.1K +13,735 +3%
UBS Group
5
UBS Group
Switzerland
$2.31M +$1.06M +146,320 +46%
Bank of America
6
Bank of America
North Carolina
$1.99M +$606K +84,016 +26%
SFS
7
Shaker Financial Services
Virginia
$1.48M +$447K +61,874 +26%
RJA
8
Raymond James & Associates
Florida
$972K -$22.7K -3,142 -2%
LPL Financial
9
LPL Financial
California
$948K +$284K +39,300 +26%
Osaic Holdings
10
Osaic Holdings
Arizona
$863K +$1.27M +175,349 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$719K -$40.6K -5,627 -4%
LCM
12
Landscape Capital Management
New Jersey
$540K +$789K +109,324 New
AAM
13
Advisors Asset Management
Colorado
$529K -$338K -46,881 -30%
RJT
14
Raymond James Trust
Florida
$513K
Wells Fargo
15
Wells Fargo
California
$314K -$61.3K -8,487 -12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$313K -$50.6K -7,010 -10%
9WM
17
9258 Wealth Management
Ohio
$289K +$4.89K +678 +1%
PAG
18
Private Advisor Group
New Jersey
$273K +$175K +24,309 +78%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$252K +$389K +53,886 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$243K +$74.5K +10,317 +27%
Truist Financial
21
Truist Financial
North Carolina
$241K -$9.84K -1,363 -3%
SPC
22
Sigma Planning Corp
Michigan
$235K +$9.55K +1,323 +3%
LWPC
23
Legacy Wealth Partners (California)
California
$229K +$26.5K +3,667 +9%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$201K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$170K -$127K -17,652 -34%