Abrdn Global Dynamic Dividen (AGD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Abrdn Global Dynamic Dividen (AGD) following the 2026 Q1 hedge fund 13F filings?

As of today, AGD has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), AGD gained +14.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Abrdn Global Dynamic Dividen (AGD)

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

Smart Money Signals — AGD

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added AGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

65 funds currently hold this stock — 94% of the 3.0-year high of 69 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 75% buying

39 buying13 selling

Last quarter: 39 funds were net buyers (13 opened a brand new position + 26 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 7 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new

32 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.

💎

Buying through price weakness — shares +13%, value -11%

Value

-11%

+12%

Last quarter: funds added +13% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

6 → 8 → 7 → 9 → 13 new funds/Q

New funds entering each quarter: 8 → 7 → 9 → 13. A growing number of institutions are discovering AGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 54% veterans vs 32% newcomers

■ 54% veterans ■ 14% 1-2yr ■ 32% new

Entry-cohort mix of 65 holders: 35 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 21 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

11 of 64 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	64	56	14.29%
13F Shares	5M	4M	12.56%
Total Value	$43M	$49M	-11.48%
New Positions	12	9	+3
Increased Positions	26	23	+3
Closed Positions	4	7	-3
Reduced Positions	9	15	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

14.29%

13F Shares

12.56%

Total Value

$43M

$49M

-11.48%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Entruity Wealth, LLC	0.17%	23,130	$250K
2	1776 Wealth LLC	0.16%	37,890	$409K
3	Kapstone Financial Advisors LLC	0.15%	28,640	$309K
4	International Assets Investment Management, LLC	0.14%	187,227	$2.1M
5	Hennion & Walsh Asset Management, Inc.	0.11%	306,456	$3.3M
6	Eclectic Associates Inc /Adv	0.04%	30,056	$325K
7	NWF Advisory Services Inc.	0.04%	32,823	$354K
8	Second Line Capital, LLC	0.03%	13,035	$160K
9	Axiom Investment Management LLC	0.03%	3,373	$36K
10	Indivisible Partners	0.02%	17,312	$187K
11	Absolute Investment Advisers, LLC	0.02%	12,018	$130K
12	Wolverine Asset Management LLC	0.01%	122,430	$1.3M
13	Kovack Advisors, Inc.	0.01%	21,298	$234K
14	Onyx Bridge Wealth Group LLC	0.01%	10,449	$113K
15	Quarry LP	0.01%	5,007	$54K
16	Evolve Private Wealth, LLC	0.01%	13,409	$145K
17	Guggenheim Capital LLC	0.01%	75,452	$815K
18	Gill Capital Partners, LLC	0.01%	1,640	$18K
19	Choreo, LLC	0.00%	33,547	$362K
20	Oppenheimer & Co Inc	0.00%	31,493	$340K
21	Spire Wealth Management	0.00%	9,909	$107K
22	CoreCap Advisors, LLC	0.00%	9,475	$102K
23	Raymond James Financial Inc	0.00%	834,140	$9.0M
24	Rockefeller Capital Management L.P.	0.00%	123,577	$1.3M
25	Costello Asset Management, INC	0.00%	630	$7K

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGD?

More buyers than sellers — 75% buying: Last quarter: 39 funds were net buyers (13 opened a brand new position + 26 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGD holders?

Strong quality — 39% AUM from major funds: 11 of 64 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AGD?

49% of holders stayed for 2+ years: 32 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.

Is it too late to buy Abrdn Global Dynamic Dividen (AGD) following the 2026 Q1 hedge fund 13F filings?

As of today, AGD has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), AGD has gained +14.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Abrdn Global Dynamic Dividen (AGD)

Smart Money Signals — AGD

Buying streak — 2 quarters in a row

High ownership — 94% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~13 new funds per quarter

49% of holders stayed for 2+ years

Buying through price weakness — shares +13%, value -11%

Growing discovery — still being found

Veteran-anchored — 54% veterans vs 32% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — AGD

Hedge Fund Ownership: AGD

Market Analysis: AGD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGD

Is It Too Late to Buy Abrdn Global Dynamic Dividen (AGD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AGD

Statistics: AGD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Abrdn Global Dynamic Dividen (AGD)

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