GGM

GUGGENHEIM CREDIT ALLOCATION FUND

Delisted

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

25 hedge funds and large institutions have $11.6M invested in GUGGENHEIM CREDIT ALLOCATION FUND in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.78M 140,686 +3,016 +2%
Invesco
2
Invesco
Georgia
$1.81M 91,610 +2,808 +3%
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$1.18M 59,500 -600 -1%
WWM
4
Wagner Wealth Management
South Carolina
$1.1M 55,550 +55,550 New
Osaic Holdings
5
Osaic Holdings
Arizona
$886K 44,795 +31,648 +241%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$567K 28,702 -3,715 -11%
PGWM
7
Parisi Gray Wealth Management
New Jersey
$514K 26,000 +6,000 +30%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$397K 20,073 -403 -2%
IWM
9
IHT Wealth Management
Illinois
$392K 19,808 +113 +0.6%
Bank of America
10
Bank of America
North Carolina
$326K 16,474 +7,652 +87%
LPL Financial
11
LPL Financial
California
$310K 15,695 +3,417 +28%
Truist Financial
12
Truist Financial
North Carolina
$293K 14,835 -375 -2%
SWP
13
Stratos Wealth Partners
Ohio
$229K 11,573 +11,573 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$211K 10,665 +10,665 New
Morgan Stanley
15
Morgan Stanley
New York
$183K 9,236 +1,720 +23%
FWM
16
FSA Wealth Management
Massachusetts
$147K 7,441 +7,441 New
Citigroup
17
Citigroup
New York
$85K 4,304 +4,304 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$46K 2,325 -25 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$27K 1,388
Wells Fargo
20
Wells Fargo
California
$25K 1,237 -1,131 -48%
GWM
21
Geneos Wealth Management
Colorado
$21K 1,040 +140 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K 763
CTB
23
Country Trust Bank
Illinois
$12K 606 +606 New
RA
24
Reby Advisors
Connecticut
$10K 500 +500 New
US Bancorp
25
US Bancorp
Minnesota
$3K 166