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GGM

GUGGENHEIM CREDIT ALLOCATION FUND
GGM

Delisted

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

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17 hedge funds and large institutions have $19.5M invested in GUGGENHEIM CREDIT ALLOCATION FUND in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

42% more funds holding

Funds holding: 12 → 17 (+5)

35% more capital invested

Capital invested by funds: $14.5M → $19.5M (+$5M)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$2.91M
2
U
UBS
Switzerland
+$1.14M
3
Morgan Stanley
Morgan Stanley
New York
+$533K
4
Bank of America
Bank of America
North Carolina
+$420K
5
VKH
Virtu KCG Holdings
New York
+$210K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$50.4K
2
Stifel Financial
Stifel Financial
Missouri
-$41.6K
3
TRCT
Tower Research Capital (TRC)
New York
-$4.07K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$630
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$7.69M +$31.7K +1,307 +4%
U
2
UBS
Switzerland
$4.06M +$1.14M +47,231 +38%
Bessemer Group
3
Bessemer Group
New Jersey
$2.85M +$2.91M +120,094 New
Invesco
4
Invesco
Georgia
$1.66M +$5.6K +231 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$586K +$533K +22,021 +839%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$548K -$630 -26 -0.1%
Bank of America
7
Bank of America
North Carolina
$412K +$420K +17,331 New
HighTower Advisors
8
HighTower Advisors
Illinois
$336K – – –
Wells Fargo
9
Wells Fargo
California
$331K -$50.4K -2,079 -13%
Stifel Financial
10
Stifel Financial
Missouri
$263K -$41.6K -1,717 -13%
WS
11
Wedbush Securities
California
$226K +$12.1K +500 +6%
GC
12
Guggenheim Capital
Illinois
$214K – – –
VKH
13
Virtu KCG Holdings
New York
$206K +$210K +8,670 New
TRCT
14
Tower Research Capital (TRC)
New York
$34K -$4.07K -168 -11%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$27K +$27.1K +1,120 New
BRWM
16
B. Riley Wealth Management
Tennessee
$20K – – –
GSC
17
Ground Swell Capital
South Carolina
$17K +$12.2K +505 +253%
MFS
18
MSI Financial Services
Massachusetts
$5K +$4.84K +200 New

GGM Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM CREDIT ALLOCATION FUND (GGM) for Q3 2014, worth a combined $19.5M — up 35% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GGM positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $2.91M. The largest seller was Wells Fargo, cutting an estimated $50.4K.

  • 17 institutional investors held GUGGENHEIM CREDIT ALLOCATION FUND (GGM) as of Q3 2014, up from 12 in Q2 2014.
  • Funds reported $19.5M of GUGGENHEIM CREDIT ALLOCATION FUND stock for Q3 2014, up 35% quarter-over-quarter.
  • 5 funds opened new GUGGENHEIM CREDIT ALLOCATION FUND positions in Q3 2014 and 0 closed out, a net change of +5 holders.
  • The largest GUGGENHEIM CREDIT ALLOCATION FUND buyer in Q3 2014 was Bessemer Group, an estimated $2.91M added.
  • The largest GUGGENHEIM CREDIT ALLOCATION FUND seller in Q3 2014 was Wells Fargo, an estimated $50.4K sold.

Based on aggregated 13F filings for Q3 2014.