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AGD

abrdn Global Dynamic Dividend Fund

32 hedge funds and large institutions have $35.3M invested in abrdn Global Dynamic Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $30.9M → $35.3M (+$4.37M)

3.79% more ownership

Funds ownership: 28.29%32.08% (+3.8%)

14% less funds holding

Funds holding: 3732 (-5)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$9.09M +$8.87M +1,036,614 New
AAM
2
Advisors Asset Management
Colorado
$7.57M -$1.82M -212,779 -20%
KIM
3
Karpus Investment Management
New York
$2.92M +$230K +26,933 +9%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.88M -$60.9K -7,112 -2%
CA
5
Cornerstone Advisors
North Carolina
$2.12M -$114K -13,338 -5%
Morgan Stanley
6
Morgan Stanley
New York
$1.87M -$1.62M -189,916 -47%
1CP
7
1607 Capital Partners
Virginia
$1.72M -$20.5K -2,400 -1%
RCM
8
Rivernorth Capital Management
Florida
$1.27M -$202K -23,625 -14%
Bank of America
9
Bank of America
North Carolina
$620K -$38.6K -4,511 -6%
UBS Group
10
UBS Group
Switzerland
$580K +$275K +32,094 +94%
Wells Fargo
11
Wells Fargo
California
$551K +$97.6K +11,402 +22%
Invesco
12
Invesco
Georgia
$511K +$54.5K +6,368 +12%
State of Wisconsin Investment Board
13
State of Wisconsin Investment Board
Wisconsin
$501K
AA
14
AQR Arbitrage
Connecticut
$494K -$56.8K -6,643 -11%
LCM
15
Landscape Capital Management
New Jersey
$361K +$153K +17,847 +77%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$344K -$3.04K -355 -0.9%
CL
17
CSS LLC
Illinois
$313K +$6.41K +749 +2%
RJA
18
Raymond James & Associates
Florida
$291K -$61.6K -7,200 -18%
MC
19
Matisse Capital
Oregon
$289K -$826K -96,582 -75%
GC
20
Guggenheim Capital
Illinois
$238K +$2.81K +328 +1%
LPL Financial
21
LPL Financial
California
$216K -$112K -13,083 -35%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$125K -$39.9K -4,668 -25%
CIA
23
Capital Investment Advisors
Georgia
$115K
RVPG
24
Relative Value Partners Group
$103K +$100K +11,740 New
BA
25
BKS Advisors
Michigan
$88K

AGD Hedge Fund Activity: Q4 2016 in Review

32 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q4 2016, worth a combined $35.3M — up 14% from $30.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AGD and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $8.87M. The largest seller was Advisors Asset Management, cutting an estimated $1.82M.

  • 32 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q4 2016, down from 37 in Q3 2016.
  • Funds reported $35.3M of abrdn Global Dynamic Dividend Fund stock for Q4 2016, up 14% quarter-over-quarter.
  • 3 funds opened new abrdn Global Dynamic Dividend Fund positions in Q4 2016 and 8 closed out, a net change of -5 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q4 2016 was Saba Capital Management, an estimated $8.87M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2016.