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AGD

abrdn Global Dynamic Dividend Fund

39 hedge funds and large institutions have $33.2M invested in abrdn Global Dynamic Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0.19% more ownership

Funds ownership: 23.08%23.26% (+0.19%)

2% less capital invested

Capital invested by funds: $34M → $33.2M (-$735K)

9% less funds holding

Funds holding: 4339 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.13M +$1.81M +149,024 +51%
PPA
2
Parametric Portfolio Associates
Washington
$4.49M -$680K -56,061 -13%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.9M -$446K -36,727 -13%
Wells Fargo
4
Wells Fargo
California
$2.32M -$13.6K -1,122 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$1.97M -$212K -17,510 -9%
RJA
6
Raymond James & Associates
Florida
$1.93M +$151K +12,465 +8%
UBS Group
7
UBS Group
Switzerland
$1.53M +$33.5K +2,765 +2%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$1.26M +$5.64K +465 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.16M +$72.5K +5,973 +6%
SFS
10
Shaker Financial Services
Virginia
$1.13M -$621K -51,175 -35%
PAS
11
Park Avenue Securities
New York
$1.03M +$53.9K +4,443 +5%
1CP
12
1607 Capital Partners
Virginia
$984K -$562K -46,336 -35%
Osaic Holdings
13
Osaic Holdings
Arizona
$960K +$42.5K +3,500 +4%
AWS
14
AJ Wealth Strategies
New York
$837K +$764 +63 +0.1%
1W
15
1776 Wealth
Georgia
$783K +$555K +45,770 +212%
Citadel Advisors
16
Citadel Advisors
Florida
$632K +$660K +54,384 New
Bank of America
17
Bank of America
North Carolina
$572K -$71.8K -5,918 -11%
IWM
18
IHT Wealth Management
Illinois
$495K +$9.85K +812 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$468K -$37K -3,049 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$420K +$10K +826 +2%
RVPG
21
Relative Value Partners Group
$361K -$138K -11,343 -27%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$332K +$171K +14,100 +97%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$265K +$83.7K +6,900 +43%
LPL Financial
24
LPL Financial
California
$261K +$15.5K +1,280 +6%
CCFM
25
Clear Creek Financial Management
Washington
$193K +$1.56K +129 +0.8%

AGD Hedge Fund Activity: Q3 2021 in Review

39 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q3 2021, worth a combined $33.2M — down 2.2% from $34M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AGD and 1 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 16 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.81M. The largest seller was Parametric Portfolio Associates, cutting an estimated $680K.

  • 39 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q3 2021, down from 43 in Q2 2021.
  • Funds reported $33.2M of abrdn Global Dynamic Dividend Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 1 fund opened new abrdn Global Dynamic Dividend Fund positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $1.81M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $680K sold.

Based on aggregated 13F filings for Q3 2021.