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AGD

abrdn Global Dynamic Dividend Fund

33 hedge funds and large institutions have $36.1M invested in abrdn Global Dynamic Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.5% less ownership

Funds ownership: 28.85%27.36% (-1.5%)

8% less capital invested

Capital invested by funds: $39.1M → $36.1M (-$3.01M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$11.5M -$116K -10,568 -1%
SFS
2
Shaker Financial Services
Virginia
$3.66M +$1.26M +114,798 +49%
Invesco
3
Invesco
Georgia
$2.88M -$228K -20,786 -7%
SCM
4
Saba Capital Management
New York
$2.74M -$987K -89,794 -26%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.45M -$392K -35,650 -13%
Morgan Stanley
6
Morgan Stanley
New York
$2.4M -$16.3K -1,485 -0.6%
AAM
7
Advisors Asset Management
Colorado
$2.06M -$137K -12,418 -6%
PPA
8
Parametric Portfolio Associates
Washington
$1.89M +$476K +43,324 +32%
1CP
9
1607 Capital Partners
Virginia
$1.58M -$126K -11,504 -7%
UBS Group
10
UBS Group
Switzerland
$1.39M -$527K -47,918 -27%
Wells Fargo
11
Wells Fargo
California
$697K -$68.6K -6,239 -9%
RJA
12
Raymond James & Associates
Florida
$421K -$1.09M -98,846 -71%
CL
13
CSS LLC
Illinois
$362K
Bank of America
14
Bank of America
North Carolina
$360K -$62.8K -5,710 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$337K -$38.9K -3,540 -10%
RVPG
16
Relative Value Partners Group
$301K +$76.3K +6,942 +32%
PAS
17
Park Avenue Securities
New York
$173K +$184K +16,700 New
AG
18
Advisor Group
Arizona
$153K +$66K +6,000 +70%
CAN
19
Claraphi Advisory Network
United States
$140K +$146K +13,320 New
DA
20
Doliver Advisors
Texas
$139K -$41.3K -3,760 -22%
CIA
21
Capital Investment Advisors
Georgia
$127K
LPL Financial
22
LPL Financial
California
$119K -$3.01K -274 -2%
BA
23
BKS Advisors
Michigan
$105K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$68K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$32K -$1.45K -132 -4%

AGD Hedge Fund Activity: Q1 2018 in Review

33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q1 2018, worth a combined $36.1M — down 7.7% from $39.1M a quarter earlier.

Fund positioning in AGD was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 16 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.26M. The largest seller was Raymond James & Associates, cutting an estimated $1.09M.

  • 33 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $36.1M of abrdn Global Dynamic Dividend Fund stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 3 funds opened new abrdn Global Dynamic Dividend Fund positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q1 2018 was Shaker Financial Services, an estimated $1.26M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q1 2018 was Raymond James & Associates, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2018.