GUGGENHEIM CREDIT ALLOCATION FUND
GGM
GGM was delisted on the 22nd of October, 2021.
20 hedge funds and large institutions have $14.5M invested in GUGGENHEIM CREDIT ALLOCATION FUND in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $14.4M → $14.5M (+$138K)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$714K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$425K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$262K |
| 5 |
Morgan Stanley
New York
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$226K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$157K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$51.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.6K |
GGM Hedge Fund Activity: Q4 2016 in Review
20 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in GUGGENHEIM CREDIT ALLOCATION FUND (GGM) for Q4 2016, worth a combined $14.5M — up 0.96% from $14.4M a quarter earlier.
Fund positioning in GGM was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.02M. The largest seller was RPg Family Wealth Advisory, cutting an estimated $2.2M.
- 20 institutional investors held GUGGENHEIM CREDIT ALLOCATION FUND (GGM) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $14.5M of GUGGENHEIM CREDIT ALLOCATION FUND stock for Q4 2016, up 0.96% quarter-over-quarter.
- 3 funds opened new GUGGENHEIM CREDIT ALLOCATION FUND positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest GUGGENHEIM CREDIT ALLOCATION FUND buyer in Q4 2016 was Shaker Financial Services, an estimated $1.02M added.
- The largest GUGGENHEIM CREDIT ALLOCATION FUND seller in Q4 2016 was RPg Family Wealth Advisory, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2016.