Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Guggenheim Taxable Municp Bo (GBAB)

63 + Investors. Track Smart Money conviction in GBAB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — GBAB

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GBAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
63 funds currently hold this stock — 91% of the 3.0-year high of 69 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GBAB is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

30 buying28 selling
Last quarter: 30 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
37 out of 63 hedge funds have held GBAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -13%

Value
-13%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

5 → 6 → 9 → 8 → 9 new funds/Q
New funds entering each quarter: 6 → 9 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 21% newcomers

■ 60% veterans ■ 19% 1-2yr ■ 21% new
Entry-cohort mix of 63 holders: 38 (60%) are 2+ year veterans, 12 entered 1–2 years ago, and 13 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
11 of 63 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in GBAB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GBAB

In 2026 Q1, 30 hedge funds were net buyers of GBAB (9 opened a new position, 21 added to an existing one), while 28 reduced or exited (20 trimmed, 8 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 73% of total institutional value in GBAB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: GBAB

How many hedge funds hold GBAB — quarterly history vs. share price
Quarterly hedge fund ownership of GBAB vs. share price

Market Analysis: GBAB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GBAB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Guggenheim Taxable Municp Bo (GBAB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GBAB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
GBAB
-1.5%
XLF
+9.2%

GBAB outperformed XLF by -10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
GBAB
+3.6%
XLF
+5.5%

Since the filing became public, GBAB outperformed XLF by -1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GBAB
63 + Investors

Track Smart Money conviction in GBAB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 62 1.61%
13F Shares 8M 8M 2.51%
Total Value $98M $113M -13.48%
New Positions 9 8 +1
Increased Positions 21 22 -1
Closed Positions 8 7 +1
Reduced Positions 20 18 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GBAB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GBAB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GBAB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 0.40% 52,806 $766K
2 David J Yvars Group 0.26% 32,632 $466K
3 Walker Asset Management, LLC 0.24% 31,208 $453K
4 Morse Asset Management, Inc 0.24% 78,193 $1.1M
5 Cooper Financial Group 0.23% 157,496 $2.3M
6 Integrity Wealth Partners, LLC 0.23% 17,543 $254K
7 Xcel Wealth Management, LLC 0.20% 50,116 $727K
8 JBR Co Financial Management Inc 0.18% 29,052 $433K
9 Fortitude Advisory Group L.L.C. 0.15% 22,896 $332K
10 Maimon Wealth Management LTD. 0.14% 10,000 $149K
11 Noble Wealth Management PBC 0.13% 18,100 $262K
12 Estate Planners Group, LLC 0.11% 17,437 $260K
13 Venture Visionary Partners LLC 0.07% 141,622 $2.1M
14 Intellus Advisors LLC 0.06% 31,986 $464K
15 Daymark Wealth Partners, LLC 0.04% 82,307 $1.2M
16 LaSalle St. Investment Advisors, LLC 0.03% 16,159 $234K
17 Savvy Advisors, Inc. 0.03% 83,387 $1.2M
18 Mosaic Family Wealth Partners, LLC 0.02% 11,634 $169K
19 Nbc Securities, INC. 0.02% 15,554 $226K
20 Invictus Private Wealth, LLC 0.02% 18,456 $268K
21 Whittier Trust Co 0.02% 100,514 $1.4M
22 Fairscale Capital, LLC 0.02% 1,587 $23K
23 Oppenheimer & Co Inc 0.01% 43,610 $632K
24 Fiera Capital Corp 0.01% 134,396 $1.9M
25 Mgo One Seven LLC 0.01% 20,563 $298K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Guggenheim Taxable Municp Bo (GBAB)

What does the Smart Money Trend signal show for GBAB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GBAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GBAB?

Slight buying edge — 52% buying: Last quarter: 30 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GBAB holders?

Elite ownership — 73% AUM from top-100 funds: 11 of 63 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in GBAB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GBAB?

59% of holders stayed for 2+ years: 37 out of 63 hedge funds have held GBAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Guggenheim Taxable Municp Bo (GBAB) following the 2026 Q1 hedge fund 13F filings?

As of today, GBAB has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -1.9%. Since the quarter end (March 31, 2026), GBAB has gained -1.5% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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