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AGD

abrdn Global Dynamic Dividend Fund

65 hedge funds and large institutions have $51.2M invested in abrdn Global Dynamic Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

10% more funds holding

Funds holding: 5965 (+6)

2.12% more ownership

Funds ownership: 16.93%19.05% (+2.1%)

4% more capital invested

Capital invested by funds: $49.1M → $51.2M (+$2.12M)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$9.01M +$3.59M +296,625 +55%
PCM
2
Penserra Capital Management
California
$7.33M -$675K -55,766 -8%
Bank of America
3
Bank of America
North Carolina
$5.95M -$1.51M -124,304 -18%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.31M +$364K +30,078 +11%
LPL Financial
5
LPL Financial
California
$2.86M +$147K +12,149 +5%
Wells Fargo
6
Wells Fargo
California
$2.37M +$140K +11,526 +6%
IAIM
7
International Assets Investment Management
Florida
$2.06M +$553K +45,632 +32%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.99M +$393K +32,424 +21%
Morgan Stanley
9
Morgan Stanley
New York
$1.83M +$129K +10,641 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.5M +$101K +8,376 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.33M +$1.46M +120,507 +3,925%
WAM
12
Wolverine Asset Management
Illinois
$1.32M +$1.48M +122,430 New
UBS Group
13
UBS Group
Switzerland
$1.26M -$168K -13,856 -11%
GC
14
Guggenheim Capital
Illinois
$815K -$277K -22,876 -23%
Cerity Partners
15
Cerity Partners
New York
$801K +$2.89K +239 +0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$747K -$66.6K -5,500 -7%
1W
17
1776 Wealth
Georgia
$409K
Ameriprise
18
Ameriprise
Minnesota
$369K +$1.77K +146 +0.4%
CL
19
Choreo LLC
Illinois
$362K
NAS
20
NWF Advisory Services
California
$354K
OC
21
Oppenheimer & Co
New York
$340K +$2.11K +174 +0.6%
HighTower Advisors
22
HighTower Advisors
Illinois
$338K +$379K +31,314 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$327K +$9.49K +784 +3%
EA
24
Eclectic Associates
California
$325K +$157K +12,964 +76%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$313K +$157K +12,974 +83%

AGD Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q1 2026, worth a combined $51.2M — up 4.3% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AGD positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.59M. The largest seller was Bank of America, cutting an estimated $1.51M.

  • 65 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q1 2026, up from 59 in Q4 2025.
  • Funds reported $51.2M of abrdn Global Dynamic Dividend Fund stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 12 funds opened new abrdn Global Dynamic Dividend Fund positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q1 2026 was Raymond James Financial, an estimated $3.59M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q1 2026 was Bank of America, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2026.