Guggenheim Active Allocation Fund
GUG
5 hedge funds and large institutions have $24.5M invested in Guggenheim Active Allocation Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
3.74% more ownership
Funds ownership: 0% → 3.74% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.3M |
| 3 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$501K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$401K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $20.3M | +$20.4M | +1,016,424 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $3.29M | +$3.3M | +164,560 | New |
|
|
MW
3
Marcum Wealth
Cleveland,
Ohio
| $499K | +$501K | +25,000 | New |
|
|
4
Wells Fargo
San Francisco,
California
| $399K | +$401K | +20,000 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$2.5K | +125 | New |
|
GUG Hedge Fund Activity: Q4 2021 in Review
5 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Active Allocation Fund (GUG) for Q4 2021, worth a combined $24.5M.
Buyers outnumbered sellers: 5 funds opened new GUG positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $20.4M.
- 5 institutional investors held Guggenheim Active Allocation Fund (GUG) as of Q4 2021, up from 0 in Q3 2021.
- Funds reported $24.5M of Guggenheim Active Allocation Fund stock for Q4 2021.
- 5 funds opened new Guggenheim Active Allocation Fund positions in Q4 2021 and 0 closed out, a net change of +5 holders.
- The largest Guggenheim Active Allocation Fund buyer in Q4 2021 was Morgan Stanley, an estimated $20.4M added.
Based on aggregated 13F filings for Q4 2021.