AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

59 hedge funds and large institutions have $49.6M invested in abrdn Global Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.12M
2
Bank of America
2
Bank of America
North Carolina
$6.01M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.16M
4
IAIM
4
International Assets Investment Management
Florida
$663K
5
PCM
5
Penserra Capital Management
California
$7.53M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.62M
2
Wells Fargo
2
Wells Fargo
California
$3.08M
3
AAM
3
Advisors Asset Management
Colorado
$1.26M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
AIA
5
Absolute Investment Advisers
Florida
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$7.53M 682,000 +20,155 +3%
Bank of America
2
Bank of America
North Carolina
$6.01M 544,301 +85,449 +19%
Morgan Stanley
3
Morgan Stanley
New York
$4.67M 423,146 -49,897 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$4.12M 373,022 +168,549 +82%
Wells Fargo
5
Wells Fargo
California
$3.08M 278,890 -115,773 -29%
GC
6
Guggenheim Capital
Illinois
$2.62M 237,062 -123,506 -34%
UBS Group
7
UBS Group
Switzerland
$2.26M 204,281 +355 +0.2%
LPL Financial
8
LPL Financial
California
$2.17M 196,149 +18,895 +11%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.16M 195,773 +70,293 +56%
AAM
10
Advisors Asset Management
Colorado
$1.26M 114,268 -106,769 -48%
IPAM
11
Investment Partners Asset Management
New Jersey
$1.21M 109,406 -200 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.2M 109,054 +5,816 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$909K 92,708 -22,221 -19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$893K 80,852 -3,755 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$876K 79,359 +1,887 +2%
Cerity Partners
16
Cerity Partners
New York
$813K 73,620 +169 +0.2%
PAS
17
Park Avenue Securities
New York
$732K 66,323 -3,663 -5%
IAIM
18
International Assets Investment Management
Florida
$663K 57,875 +57,875 New
AIA
19
Absolute Investment Advisers
Florida
$662K 59,946 -71,454 -54%
1W
20
1776 Wealth
Georgia
$590K 53,478 -927 -2%
NA
21
NewEdge Advisors
Louisiana
$533K 48,303 -3,903 -7%
CL
22
Choreo LLC
Illinois
$425K 38,504 -2,752 -7%
QL
23
Quarry LP
New York
$379K 34,351 -40,949 -54%
OC
24
Oppenheimer & Co
New York
$342K 30,999 +856 +3%
Ameriprise
25
Ameriprise
Minnesota
$268K 24,060 -11,749 -33%
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