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AGD

abrdn Global Dynamic Dividend Fund
AGD

27 hedge funds and large institutions have $13.6M invested in abrdn Global Dynamic Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.8% more ownership

Funds ownership: 0% → 5.8% (+5.8%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.11M +$3.26M +338,396 New
CA
2
Cornerstone Advisors
North Carolina
$2.46M +$2.57M +266,951 New
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.34M +$2.45M +254,552 New
SG Americas Securities
4
SG Americas Securities
New York
$1.67M +$1.75M +182,000 New
VAM
5
Visium Asset Management
New York
$626K +$654K +67,919 New
WAM
6
Wolverine Asset Management
Illinois
$560K +$587K +60,953 New
LPL Financial
7
LPL Financial
California
$478K +$500K +51,950 New
DA
8
Doliver Advisors
Texas
$410K +$429K +44,534 New
FAM
9
Forty4 Asset Management
Illinois
$353K +$370K +38,397 New
WS
10
Wedbush Securities
California
$217K +$227K +23,623 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$207K – – –
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$192K +$201K +20,830 New
GC
13
Guggenheim Capital
Illinois
$149K +$156K +16,208 New
KCG
14
Knight Capital Group
$120K +$126K +13,041 New
Wells Fargo
15
Wells Fargo
California
$118K +$124K +12,826 New
KFS
16
KMS Financial Services
Washington
$109K +$114K +11,850 New
U
17
UBS
Switzerland
$106K +$111K +11,579 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$104K +$109K +11,277 New
FAAS
19
First Allied Advisory Services
California
$90K +$94.4K +9,805 New
COLIM
20
City of London Investment Management
United Kingdom
$63K +$66.1K +6,863 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$61K +$63.9K +6,639 New
Bank of America
22
Bank of America
North Carolina
$39K +$41.1K +4,271 New
Citigroup
23
Citigroup
New York
$23K +$23.8K +2,476 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$21K +$21.5K +2,237 New
Creative Planning
25
Creative Planning
Kansas
$9K +$9.71K +1,008 New
1
2

AGD Hedge Fund Activity: Q2 2013 in Review

27 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q2 2013, worth a combined $13.6M.

Buyers outnumbered sellers: 27 funds opened new AGD positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $13.6M of abrdn Global Dynamic Dividend Fund stock for Q2 2013.
  • 27 funds opened new abrdn Global Dynamic Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.