GUG

Guggenheim Active Allocation Fund

50 hedge funds and large institutions have $121M invested in Guggenheim Active Allocation Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
17
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$353K +$353K +24,484 New
DC
27
Davenport & Co
Virginia
$349K -$14.7K -1,000 -4%
ACP
28
Aviance Capital Partners
Florida
$334K -$5.87K -399 -2%
AWA
29
Arete Wealth Advisors
Illinois
$309K +$2.8K +190 +0.9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$301K +$301K +20,455 New
KWM
31
Kingsview Wealth Management
Oregon
$266K
NA
32
Nordwand Advisors
Pennsylvania
$243K -$289K -19,642 -54%
WS
33
Wedbush Securities
California
$236K +$236K +16,077 New
CIA
34
Concurrent Investment Advisors
Florida
$216K +$216K +14,702 New
US Bancorp
35
US Bancorp
Minnesota
$184K +$184K +12,485 New
EH
36
Equitable Holdings
New York
$182K +$182K +12,370 New
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$165K +$165K +11,232 New
RJT
38
Raymond James Trust
Florida
$159K +$159K +10,816 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$154K -$113K -7,725 -42%
UBS Group
40
UBS Group
Switzerland
$85.9K +$294 +20 +0.3%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$61.8K +$29 +2 +0%
Comerica Bank
42
Comerica Bank
Texas
$61.8K
AWM
43
Avior Wealth Management
Nebraska
$32.5K +$32.5K +2,208 New
HI
44
Harbour Investments
Wisconsin
$22.1K
GWM
45
Geneos Wealth Management
Colorado
$22.1K
IA
46
IFP Advisors
Florida
$18.4K
S
47
SignatureFD
Georgia
$14.8K +$14.8K +1,006 New
Bessemer Group
48
Bessemer Group
New Jersey
$14K +$3.2K +223 +30%
SPIA
49
Steward Partners Investment Advisory
New York
$12.7K +$12.7K +864 New
FIA
50
FNY Investment Advisers
New York
$5 +$5 +400 New