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AGD

abrdn Global Dynamic Dividend Fund

41 hedge funds and large institutions have $30.4M invested in abrdn Global Dynamic Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 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

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

5% more funds holding

Funds holding: 3941 (+2)

0.44% less ownership

Funds ownership: 25.55%25.11% (-0.44%)

1% less capital invested

Capital invested by funds: $30.9M → $30.4M (-$462K)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.64M -$231K -24,216 -6%
RJA
2
Raymond James & Associates
Florida
$2.92M +$228K +23,873 +9%
Invesco
3
Invesco
Georgia
$2.59M -$310K -32,557 -11%
SFS
4
Shaker Financial Services
Virginia
$2.44M +$64.3K +6,751 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.93M +$34.4K +3,607 +2%
Wells Fargo
6
Wells Fargo
California
$1.88M -$51.9K -5,450 -3%
PPA
7
Parametric Portfolio Associates
Washington
$1.76M +$59.4K +6,231 +4%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$1.49M -$69.6K -7,303 -5%
UBS Group
9
UBS Group
Switzerland
$1.47M +$109K +11,400 +8%
1CP
10
1607 Capital Partners
Virginia
$1.4M -$26K -2,728 -2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$1.39M +$5.96K +625 +0.4%
BlackRock
12
BlackRock
New York
$1.04M
IWM
13
IHT Wealth Management
Illinois
$849K +$173K +18,100 +27%
AG
14
Advisor Group
Arizona
$682K +$10.5K +1,100 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$651K -$608K -63,741 -49%
RVPG
16
Relative Value Partners Group
$617K +$8.82K +925 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$396K +$10.1K +1,064 +3%
CL
18
CSS LLC
Illinois
$338K +$3.07K +322 +0.9%
Bank of America
19
Bank of America
North Carolina
$333K +$84.2K +8,831 +34%
PAS
20
Park Avenue Securities
New York
$331K +$45K +4,716 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$316K +$46.2K +4,847 +17%
CRC
22
Curi RMB Capital
Illinois
$258K -$168K -17,575 -40%
6M
23
6 Meridian
Kansas
$235K +$38.7K +4,055 +20%
WAM
24
Wolverine Asset Management
Illinois
$223K -$159K -16,728 -42%
Walleye Trading
25
Walleye Trading
New York
$204K

AGD Hedge Fund Activity: Q3 2019 in Review

41 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q3 2019, worth a combined $30.4M — down 1.5% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGD positions and 2 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $228K. The largest seller was Geode Capital Management, cutting an estimated $608K.

  • 41 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q3 2019, up from 39 in Q2 2019.
  • Funds reported $30.4M of abrdn Global Dynamic Dividend Fund stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 4 funds opened new abrdn Global Dynamic Dividend Fund positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q3 2019 was Raymond James & Associates, an estimated $228K added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q3 2019 was Geode Capital Management, an estimated $608K sold.

Based on aggregated 13F filings for Q3 2019.