Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Guggenheim Taxable Municp Bo (GBAB)

61 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — GBAB

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GBAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
61 funds currently hold this stock — 88% 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 (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

29 buying30 selling
Last quarter: 30 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 16% new
35 out of 61 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.
➡️

Steady discovery — ~7 new funds/quarter

6 → 9 → 8 → 9 → 7 new funds/Q
New funds entering each quarter: 9 → 8 → 9 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 23% newcomers

■ 59% veterans ■ 18% 1-2yr ■ 23% new
Entry-cohort mix of 61 holders: 36 (59%) are 2+ year veterans, 11 entered 1–2 years ago, and 14 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
10 of 61 holders are among the 100 largest funds by AUM, controlling 70% 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.

Institutional Sentiment Summary — GBAB

In 2026 Q2, 29 hedge funds were net buyers of GBAB (7 opened a new position, 22 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 70% of total institutional value in GBAB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 61.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GBAB
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 63 -3.17%
13F Shares 8M 8M 6.33%
Total Value $103M $98M 5.45%
New Positions 7 9 -2
Increased Positions 22 21 +1
Closed Positions 9 8 +1
Reduced Positions 21 20 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GBAB

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Institutional Holders (2026 Q2)

61 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 0.51% 52,364 $757K
2 JBR Co Financial Management Inc 0.37% 69,865 $1.0M
3 David J Yvars Group 0.22% 32,315 $466K
4 Walker Asset Management, LLC 0.20% 27,348 $395K
5 Rivernorth Capital Management, LLC 0.20% 288,901 $4.2M
6 Cooper Financial Group 0.20% 164,368 $2.4M
7 Morse Asset Management, Inc 0.19% 78,944 $1.1M
8 Fortitude Advisory Group L.L.C. 0.13% 23,585 $341K
9 Noble Wealth Management PBC 0.12% 18,525 $268K
10 Xcel Wealth Management, LLC 0.12% 34,258 $495K
11 Maimon Wealth Management LTD. 0.11% 10,000 $145K
12 Estate Planners Group, LLC 0.11% 16,179 $234K
13 Intellus Advisors LLC 0.07% 39,668 $574K
14 Carl P. Sherr & Co., LLC 0.07% 11,325 $164K
15 Venture Visionary Partners LLC 0.06% 141,622 $2.0M
16 Daymark Wealth Partners, LLC 0.03% 82,107 $1.2M
17 LaSalle St. Investment Advisors, LLC 0.03% 14,993 $217K
18 Savvy Advisors, Inc. 0.03% 83,949 $1.2M
19 Invictus Private Wealth, LLC 0.03% 32,723 $473K
20 Lanark Financial, INC. 0.02% 17,773 $257K
21 Whittier Trust Co 0.01% 100,514 $1.4M
22 Fairscale Capital, LLC 0.01% 1,587 $23K
23 Mosaic Family Wealth Partners, LLC 0.01% 10,664 $154K
24 First Foundation Advisors 0.01% 14,350 $208K
25 Fiera Capital Corp 0.01% 138,884 $2.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GBAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GBAB?

More sellers than buyers — 49% buying: Last quarter: 30 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GBAB holders?

Elite ownership — 70% AUM from top-100 funds: 10 of 61 holders are among the 100 largest funds by AUM, controlling 70% 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?

57% of holders stayed for 2+ years: 35 out of 61 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.

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