Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
61 hedge funds and large institutions have $102M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 11 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
10% more capital invested
Capital invested by funds: $92.8M → $102M (+$9.58M)
3.72% less ownership
Funds ownership: 28.15% → 24.44% (-3.7%)
15% less funds holding
Funds holding: 72 → 61 (-11)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.91M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.42M |
| 4 |
Morgan Stanley
New York
|
+$2.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.65M |
| 2 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
-$859K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$716K |
| 4 |
MG
Marex Group
London,
|
-$686K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$675K |
GBAB Hedge Fund Activity: Q1 2025 in Review
61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) for Q1 2025, worth a combined $102M — up 10% from $92.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of GBAB and 3 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 27 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.91M. The largest seller was Royal Bank of Canada, cutting an estimated $2.65M.
- 61 institutional investors held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) as of Q1 2025, down from 72 in Q4 2024.
- Funds reported $102M of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock for Q1 2025, up 10% quarter-over-quarter.
- 3 funds opened new Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust positions in Q1 2025 and 11 closed out, a net change of -8 holders.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $3.91M added.
- The largest Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust seller in Q1 2025 was Royal Bank of Canada, an estimated $2.65M sold.
Based on aggregated 13F filings for Q1 2025.