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AGD

abrdn Global Dynamic Dividend Fund

22 hedge funds and large institutions have $23.9M invested in abrdn Global Dynamic Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $21M → $23.9M (+$2.94M)

10% more funds holding

Funds holding: 2022 (+2)

1.44% more ownership

Funds ownership: 16.64%18.09% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.5M +$369K +36,175 +3%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.8M -$68.8K -6,750 -2%
CA
3
Cornerstone Advisors
North Carolina
$2.67M -$46.9K -4,600 -2%
SG Americas Securities
4
SG Americas Securities
New York
$1.93M
RCM
5
Robinson Capital Management
Michigan
$1.04M +$495K +48,585 +92%
1CP
6
1607 Capital Partners
Virginia
$761K +$331K +32,500 +81%
DA
7
Doliver Advisors
Texas
$561K +$544K +53,352 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$405K +$268K +26,340 +217%
AQR Capital Management
9
AQR Capital Management
Connecticut
$369K +$52.5K +5,155 +17%
LPL Financial
10
LPL Financial
California
$332K -$59.4K -5,826 -16%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$166K +$53.3K +5,234 +49%
VKH
12
Virtu KCG Holdings
New York
$123K +$120K +11,735 New
Wells Fargo
13
Wells Fargo
California
$81K -$12.2K -1,194 -14%
S
14
SignatureFD
Georgia
$63K
U
15
UBS
Switzerland
$52K +$34.9K +3,423 +220%
Bank of America
16
Bank of America
North Carolina
$45K
Ameriprise
17
Ameriprise
Minnesota
$35K +$163 +16 +0.5%
Citigroup
18
Citigroup
New York
$14K -$58.1K -5,706 -80%
CFA
19
Carroll Financial Associates
North Carolina
$11K +$10.2K +1,000 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4K -$19.3K -1,896 -84%
JWA
21
JFS Wealth Advisors
Pennsylvania
$3K +$3.02K +296 New
FM
22
Forward Management
California
$2K
FAAS
23
First Allied Advisory Services
California
-$108K -10,878 Closed
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
-$50K -5,000 Closed

AGD Hedge Fund Activity: Q2 2014 in Review

22 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q2 2014, worth a combined $23.9M — up 14% from $21M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGD positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $544K. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $108K sold.

  • 22 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q2 2014, up from 20 in Q1 2014.
  • Funds reported $23.9M of abrdn Global Dynamic Dividend Fund stock for Q2 2014, up 14% quarter-over-quarter.
  • 4 funds opened new abrdn Global Dynamic Dividend Fund positions in Q2 2014 and 2 closed out, a net change of +2 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q2 2014 was Doliver Advisors, an estimated $544K added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q2 2014 was First Allied Advisory Services, an estimated $108K sold.

Based on aggregated 13F filings for Q2 2014.