GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

52 hedge funds and large institutions have $79.7M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
ACI
2
Alpha Cubed Investments
California
$863K
3
UBS Group
3
UBS Group
Switzerland
$12.4M
4
LPL Financial
4
LPL Financial
California
$772K
5
Morgan Stanley
5
Morgan Stanley
New York
$12.1M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$14K
3
FFA
3
First Foundation Advisors
California
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$253K
5
CA
5
Cetera Advisors
Colorado
$311K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$1K -$4.47K -192 -82%
GC
52
Guggenheim Capital
Illinois
– -$5.89M -249,777 Closed
FFA
53
First Foundation Advisors
California
– -$480K -20,368 Closed
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
– -$15K -650 Closed
Barclays
55
Barclays
United Kingdom
– -$2K -88 Closed
1 2
3