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AGD

abrdn Global Dynamic Dividend Fund

29 hedge funds and large institutions have $25.8M invested in abrdn Global Dynamic Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2829 (+1)

1.51% more ownership

Funds ownership: 22.39%23.9% (+1.5%)

8% less capital invested

Capital invested by funds: $27.9M → $25.8M (-$2.14M)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.36M +$1.76M +186,556 +24%
Morgan Stanley
2
Morgan Stanley
New York
$6.98M +$693K +73,442 +10%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.69M +$16K +1,691 +0.5%
CA
4
Cornerstone Advisors
North Carolina
$2.15M -$13.2K -1,400 -0.6%
1CP
5
1607 Capital Partners
Virginia
$2.02M -$35.2K -3,736 -2%
AA
6
AQR Arbitrage
Connecticut
$745K -$46.3K -4,913 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$488K +$10.3K +1,095 +2%
BFM
8
Boothbay Fund Management
New York
$363K +$401K +42,454 New
DA
9
Doliver Advisors
Texas
$297K +$224K +23,753 +216%
LCM
10
Landscape Capital Management
New Jersey
$287K +$56.5K +5,986 +22%
CL
11
CSS LLC
Illinois
$277K +$6.12K +649 +2%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$205K +$27.3K +2,896 +14%
LPL Financial
13
LPL Financial
California
$179K -$5.39K -571 -3%
Bank of America
14
Bank of America
North Carolina
$132K +$15.9K +1,686 +12%
SFS
15
Shaker Financial Services
Virginia
$103K -$642K -68,056 -85%
Invesco
16
Invesco
Georgia
$99K +$21.1K +2,236 +24%
Wells Fargo
17
Wells Fargo
California
$97K -$3.58K -380 -3%
GFM
18
Gramercy Funds Management
Connecticut
$96K +$16K +1,700 +18%
UBS Group
19
UBS Group
Switzerland
$75K +$60.8K +6,450 +275%
S
20
SignatureFD
Georgia
$51K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$21K +$23.6K +2,500 New
Citigroup
22
Citigroup
New York
$15K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$13K +$28 +3 +0.2%
NFG
24
Next Financial Group
Texas
$13K +$311 +33 +2%
JWA
25
JFS Wealth Advisors
Pennsylvania
$3K

AGD Hedge Fund Activity: Q3 2015 in Review

29 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q3 2015, worth a combined $25.8M — down 7.7% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGD positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.76M. The largest seller was Shaker Financial Services, cutting an estimated $642K.

  • 29 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q3 2015, up from 28 in Q2 2015.
  • Funds reported $25.8M of abrdn Global Dynamic Dividend Fund stock for Q3 2015, down 7.7% quarter-over-quarter.
  • 4 funds opened new abrdn Global Dynamic Dividend Fund positions in Q3 2015 and 3 closed out, a net change of +1 holder.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q3 2015 was Advisors Asset Management, an estimated $1.76M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q3 2015 was Shaker Financial Services, an estimated $642K sold.

Based on aggregated 13F filings for Q3 2015.