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AGD

abrdn Global Dynamic Dividend Fund

32 hedge funds and large institutions have $42.3M invested in abrdn Global Dynamic Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less capital invested

Capital invested by funds: $43.1M → $42.3M (-$727K)

2.18% less ownership

Funds ownership: 35.17%32.99% (-2.2%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$11.5M +$8.6M +853,842 +320%
SCM
2
Saba Capital Management
New York
$7.71M -$1.25M -124,457 -14%
AAM
3
Advisors Asset Management
Colorado
$4.6M -$4.27M -423,670 -49%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.18M -$90K -8,936 -3%
Morgan Stanley
5
Morgan Stanley
New York
$2.3M +$217K +21,574 +11%
Invesco
6
Invesco
Georgia
$2.12M +$316K +31,429 +18%
1CP
7
1607 Capital Partners
Virginia
$1.84M
UBS Group
8
UBS Group
Switzerland
$1.54M +$356K +35,389 +31%
RCM
9
Rivernorth Capital Management
Florida
$1.29M -$5.34M -530,364 -81%
RJA
10
Raymond James & Associates
Florida
$1.17M +$811K +80,567 +242%
PPA
11
Parametric Portfolio Associates
Washington
$1.03M +$1.01M +100,290 New
Wells Fargo
12
Wells Fargo
California
$675K +$22.6K +2,245 +4%
SFS
13
Shaker Financial Services
Virginia
$603K +$593K +58,913 New
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$584K
Bank of America
15
Bank of America
North Carolina
$438K -$112K -11,116 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$374K -$16.7K -1,661 -4%
CL
17
CSS LLC
Illinois
$352K
SF
18
Synovus Financial
Georgia
$212K +$209K +20,752 New
RVPG
19
Relative Value Partners Group
$175K +$49K +4,866 +40%
CA
20
Cornerstone Advisors
North Carolina
$169K -$970K -96,354 -85%
LPL Financial
21
LPL Financial
California
$157K -$39.8K -3,951 -20%
CIA
22
Capital Investment Advisors
Georgia
$104K -$30.2K -3,000 -23%
BA
23
BKS Advisors
Michigan
$102K
IA
24
IFP Advisors
Florida
$45K -$9.44K -937 -18%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$44K +$806 +80 +2%

AGD Hedge Fund Activity: Q2 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q2 2017, worth a combined $42.3M — down 1.7% from $43.1M a quarter earlier.

Fund positioning in AGD was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $8.6M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.34M.

  • 32 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $42.3M of abrdn Global Dynamic Dividend Fund stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 4 funds opened new abrdn Global Dynamic Dividend Fund positions in Q2 2017 and 4 closed out, a net change of 0 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q2 2017 was Sit Investment Associates, an estimated $8.6M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q2 2017.