Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GUGGENHEIM TAXABLE MUNICP BO (GBAB)

59 + 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
54%

Smart Money Signals — GBAB

Based on 59 hedge funds · latest filing: 2025 Q4 · 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
59 funds currently hold this stock — 91% of the 3.0-year high of 65 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold GBAB compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

29 buying25 selling
Last quarter: 29 funds bought or added vs 25 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 9 → 8. 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+) ■ 25% medium ■ 15% new
35 out of 59 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 +6%, value -22%

Value
-22%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

18 → 5 → 5 → 9 → 8 new funds/Q
New funds entering each quarter: 5 → 5 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 8% 1-2yr ■ 31% new
Of 59 current holders: 36 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
9 of 59 holders are among the 100 largest funds by AUM, controlling 62% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GBAB
2026 Q1 Stats Unlock in 10 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 58 1.72%
13F Shares 7M 7M 6.16%
Total Value $111M $143M -22.22%
New Positions 8 9 -1
Increased Positions 21 20 +1
Closed Positions 7 8 -1
Reduced Positions 18 16 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GBAB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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 --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

59 + investors

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

Top 25 institutional holders of GBAB — 2025 Q4 · 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 Cooper Financial Group 0.23% 157,496 $2.3M
5 Integrity Wealth Partners, LLC 0.23% 17,543 $254K
6 Xcel Wealth Management, LLC 0.20% 50,116 $727K
7 JBR Co Financial Management Inc 0.18% 29,052 $433K
8 Fortitude Advisory Group L.L.C. 0.15% 22,896 $332K
9 MAIMON WEALTH MANAGEMENT LTD. 0.14% 10,000 $149K
10 Noble Wealth Management PBC 0.13% 18,100 $262K
11 Estate Planners Group, LLC 0.11% 17,437 $260K
12 Intellus Advisors LLC 0.06% 31,986 $464K
13 LaSalle St. Investment Advisors, LLC 0.03% 16,159 $234K
14 WEDBUSH SECURITIES INC 0.03% 70,851 $1K
15 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.02% 11,634 $169K
16 NBC SECURITIES, INC. 0.02% 15,554 $226K
17 WHITTIER TRUST CO 0.02% 100,514 $1.4M
18 OPPENHEIMER & CO INC 0.01% 43,610 $632K
19 Kentucky Trust Co 0.01% 775 $11K
20 Belpointe Asset Management LLC 0.01% 10,411 $151K
21 Dynamic Advisor Solutions LLC 0.00% 10,486 $152K
22 CoreCap Advisors, LLC 0.00% 9,265 $134K
23 WOLVERINE ASSET MANAGEMENT LLC 0.00% 28,836 $418K
24 Janney Montgomery Scott LLC 0.00% 108,792 $2K
25 Stratos Wealth Partners, LTD. 0.00% 12,737 $185K
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 — 54% buying: Last quarter: 29 funds bought or added vs 25 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 — 62% AUM from top-100 funds: 9 of 59 holders are among the 100 largest funds by AUM, controlling 62% 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: 35 out of 59 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.

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.