GUG

Guggenheim Active Allocation Fund
GUG

Overview Fund Activity

56 hedge funds and large institutions have $136M invested in Guggenheim Active Allocation Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
22
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$4.89M
3
AAM
3
Advisors Asset Management
Colorado
$8.85M
4
KAS
4
Kestra Advisory Services
Texas
$1.43M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.35M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.87M
3
Bank of America
3
Bank of America
North Carolina
$8.57M
4
EH
4
Equitable Holdings
New York
$0
5
PI
5
PFG Investments
New York
$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$22.3K – – –
Bessemer Group
52
Bessemer Group
New Jersey
$16K +$16K +1,106 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$11.2K +$11.2K +750 New
NWMP
54
Noble Wealth Management PBC
Colorado
$10.4K +$10.4K +700 New
PWA
55
Provenance Wealth Advisors
Florida
$5.37K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$2.48K +$2.45K +165 +8,250%
IAIM
57
International Assets Investment Management
Florida
– -$3K -49,650 Closed
EH
58
Equitable Holdings
New York
– -$206K -12,420 Closed
SC
59
Savant Capital
Illinois
– -$190K -11,510 Closed
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