Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Abrdn Global Dynamic Dividen (AGD)

64 + Investors. Track Smart Money conviction in AGD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — AGD

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
65 hedge funds hold AGD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

33 buying22 selling
Last quarter: 33 funds were net buyers (9 opened a brand new position + 24 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 13 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 18% medium ■ 28% new
35 out of 65 hedge funds have held AGD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

9 → 7 → 9 → 13 → 9 new funds/Q
New funds entering each quarter: 7 → 9 → 13 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 34% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Entry-cohort mix of 65 holders: 35 (54%) are 2+ year veterans, 8 entered 1–2 years ago, and 22 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
12 of 64 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGD

In 2026 Q2, 33 hedge funds were net buyers of AGD (9 opened a new position, 24 added to an existing one), while 22 reduced or exited (13 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 43% of total institutional value in AGD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 65.

Hedge Fund Ownership: AGD

How many hedge funds hold AGD — quarterly history vs. share price
Quarterly hedge fund ownership of AGD vs. share price

Market Analysis: AGD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: AGD
64 + Investors

Track Smart Money conviction in AGD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 65 -1.54%
13F Shares 5M 5M 2.45%
Total Value $50M $43M 15.0%
New Positions 9 13 -4
Increased Positions 24 26 -2
Closed Positions 9 5 +4
Reduced Positions 13 9 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGD

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Institutional Holders (2026 Q2)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AGD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Entruity Wealth, LLC 0.18% 23,130 $280K
2 1776 Wealth LLC 0.16% 37,890 $459K
3 Kapstone Financial Advisors LLC 0.16% 30,640 $371K
4 Hennion & Walsh Asset Management, Inc. 0.11% 310,171 $3.8M
5 Advisory Advocates, LLC 0.11% 10,300 $125K
6 International Assets Investment Management, LLC 0.09% 125,921 $1.5M
7 Eclectic Associates Inc /Adv 0.04% 28,251 $342K
8 NWF Advisory Services Inc. 0.04% 30,851 $374K
9 Second Line Capital, LLC 0.03% 13,037 $158K
10 Axiom Investment Management LLC 0.03% 3,426 $41K
11 Kovack Advisors, Inc. 0.02% 32,219 $388K
12 Indivisible Partners 0.01% 17,485 $212K
13 Evolve Private Wealth, LLC 0.01% 12,879 $156K
14 CoreCap Advisors, LLC 0.01% 20,417 $247K
15 Guggenheim Capital LLC 0.01% 89,866 $1.1M
16 Gill Capital Partners, LLC 0.01% 1,640 $20K
17 Choreo, LLC 0.00% 33,547 $406K
18 Oppenheimer & Co Inc 0.00% 31,670 $384K
19 Spire Wealth Management 0.00% 9,368 $113K
20 Raymond James Financial Inc 0.00% 889,919 $10.8M
21 Rockefeller Capital Management L.P. 0.00% 135,667 $1.6M
22 Armstrong Advisory Group, Inc 0.00% 3,243 $39K
23 Brookstone Capital Management 0.00% 18,597 $225K
24 Osaic Holdings, INC. 0.00% 136,655 $1.7M
25 Fiduciary Financial Advisors 0.00% 1,203 $15K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Abrdn Global Dynamic Dividen (AGD)

What does the Smart Money Trend signal show for AGD?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AGD?

More buyers than sellers — 60% buying: Last quarter: 33 funds were net buyers (9 opened a brand new position + 24 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGD holders?

Elite ownership — 43% AUM from top-100 funds: 12 of 64 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGD?

54% of holders stayed for 2+ years: 35 out of 65 hedge funds have held AGD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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