Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN GLOBAL DYNAMIC DIVIDEN (AGD)

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

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

Smart Money Signals — AGD

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 77% of 3.0Y peak

77% of all-time peak
53 funds currently hold this stock — 77% of the 3.0-year high of 69 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold AGD compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

31 buying21 selling
Last quarter: 31 funds were net buyers (8 opened a brand new position + 23 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 21% new
31 out of 53 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 — ~8 new funds/quarter

10 → 6 → 8 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 8 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 11% 1-2yr 30% new
Of 53 current holders: 31 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
8 of 53 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.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AGD
2026 Q1 Stats Unlock in 21 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 52 1.92%
13F Shares 4M 4M 4.37%
Total Value $48M $52M -6.44%
New Positions 8 6 +2
Increased Positions 23 22 +1
Closed Positions 7 11 -4
Reduced Positions 14 14 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

Top 22 institutional holders of AGD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kapstone Financial Advisors LLC 0.15% 28,640 $309K
2 ECLECTIC ASSOCIATES INC /ADV 0.04% 30,056 $325K
3 ABSOLUTE INVESTMENT ADVISERS, LLC 0.02% 12,018 $130K
4 Onyx Bridge Wealth Group LLC 0.01% 10,449 $113K
5 EVOLVE PRIVATE WEALTH, LLC 0.01% 13,409 $145K
6 GILL CAPITAL PARTNERS, LLC 0.01% 1,640 $18K
7 OPPENHEIMER & CO INC 0.00% 31,493 $340K
8 Spire Wealth Management 0.00% 9,909 $107K
9 CoreCap Advisors, LLC 0.00% 9,475 $102K
10 WEDBUSH SECURITIES INC 0.00% 10,958
11 Brookstone Capital Management 0.00% 18,597 $201K
12 ARMSTRONG ADVISORY GROUP, INC 0.00% 3,150 $34K
13 Comprehensive Financial Planning, Inc./PA 0.00% 216 $2K
14 HOEY INVESTMENTS, INC 0.00% 835 $9K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 69,143 $747K
16 Medallion Wealth Advisors, LLC 0.00% 179 $2K
17 HIGHLINE WEALTH PARTNERS LLC 0.00% 250 $3K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 28,589 $313K
19 Janney Montgomery Scott LLC 0.00% 14,043
20 Farther Finance Advisors, LLC 0.00% 1,100 $12K
21 IFP Advisors, Inc 0.00% 400 $4K
22 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00%
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 60% buying: Last quarter: 31 funds were net buyers (8 opened a brand new position + 23 added to an existing one). Only 21 were sellers (14 trimmed + 7 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: 8 of 53 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?

58% of holders stayed for 2+ years: 31 out of 53 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.