abrdn Global Dynamic Dividend Fund
AGD
46 hedge funds and large institutions have $31.1M invested in abrdn Global Dynamic Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
10% more funds holding
Funds holding: 42 → 46 (+4)
0.4% less ownership
Funds ownership: 26.54% → 26.14% (-0.4%)
17% less capital invested
Capital invested by funds: $37.7M → $31.1M (-$6.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$837K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$705K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$321K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$310K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.29M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$751K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$647K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$359K |
| 5 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$163K |
AGD Hedge Fund Activity: Q4 2022 in Review
46 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q4 2022, worth a combined $31.1M — down 17% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGD positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $837K. The largest seller was Morgan Stanley, cutting an estimated $1.29M.
- 46 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $31.1M of abrdn Global Dynamic Dividend Fund stock for Q4 2022, down 17% quarter-over-quarter.
- 8 funds opened new abrdn Global Dynamic Dividend Fund positions in Q4 2022 and 3 closed out, a net change of +5 holders.
- The largest abrdn Global Dynamic Dividend Fund buyer in Q4 2022 was Advisors Asset Management, an estimated $837K added.
- The largest abrdn Global Dynamic Dividend Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2022.