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AGD

abrdn Global Dynamic Dividend Fund

66 hedge funds and large institutions have $71.4M invested in abrdn Global Dynamic Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $67.3M → $71.4M (+$4.18M)

2% more funds holding

Funds holding: 6566 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

1.3% less ownership

Funds ownership: 54.91%53.62% (-1.3%)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SkyOak Wealth
Michigan
$106K
Comerica Bank
52
Comerica Bank
Texas
$89.4K
TPCW
53
TD Private Client Wealth
New York
$80.3K +$76.1K +7,563 New
CA
54
CoreCap Advisors
Michigan
$53.7K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$39.8K +$181 +18 +0.5%
AAG
56
Armstrong Advisory Group
Massachusetts
$28.8K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$27K -$3.99K -397 -13%
MA
58
MCF Advisors
Kentucky
$18.2K
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$15.5K +$1.06K +105 +8%
HI
60
Hoey Investments
Pennsylvania
$8.15K
SPIA
61
Steward Partners Investment Advisory
New York
$5.62K
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$4.78K +$4.53K +450 New
IA
63
IFP Advisors
Florida
$4.25K
GRP
64
Global Retirement Partners
California
$3.19K
US Bancorp
65
US Bancorp
Minnesota
$2.97K +$2.82K +280 New
Citigroup
66
Citigroup
New York
$64
WAM
67
Wolverine Asset Management
Illinois
-$798K -81,806 Closed
LCM
68
Landscape Capital Management
New Jersey
-$466K -47,698 Closed
OC
69
Oppenheimer & Co
New York
-$116K -11,915 Closed
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
-$107K -10,986 Closed
OP
71
ORG Partners
Indiana
-$19.5K -2,000 Closed
GWM
72
Geneos Wealth Management
Colorado
-$1.56K -160 Closed

AGD Hedge Fund Activity: Q3 2024 in Review

66 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q3 2024, worth a combined $71.4M — up 6.2% from $67.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AGD positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.72M. The largest seller was Bank of America, cutting an estimated $2.73M.

  • 66 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $71.4M of abrdn Global Dynamic Dividend Fund stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 7 funds opened new abrdn Global Dynamic Dividend Fund positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q3 2024 was Saba Capital Management, an estimated $3.72M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q3 2024 was Bank of America, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2024.