GUG
Guggenheim Active Allocation Fund
GUG
GUG
49 hedge funds and large institutions have $138M invested in Guggenheim Active Allocation Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
4% less funds holding
Funds holding: 51 → 49 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Holders
49
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.95M | |
| 2 | +$1.73M | |
| 3 | +$1.34M | |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.13M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$834K |
Top Sellers
| 1 | -$4.41M | |
| 2 | -$1.52M | |
| 3 | -$1.19M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$760K |