AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

44 hedge funds and large institutions have $30.3M invested in abrdn Global Dynamic Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$4.23M
2
AAM
Advisors Asset Management
Colorado
$4.04M
3
Wells Fargo
Wells Fargo
California
$2.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$645K
5
PAS
Park Avenue Securities
New York
$608K

Top Sellers

1
Invesco
Invesco
Georgia
$1.3M
2
IWM
IHT Wealth Management
Illinois
$243K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.52M
4
WAM
Wolverine Asset Management
Illinois
$0
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$187K +$71.6K +8,019 +62%
Goldman Sachs
27
Goldman Sachs
New York
$184K -$72.9K -8,164 -28%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$173K +$13.4K +1,500 +8%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$165K – – –
CCFM
30
Clear Creek Financial Management
Washington
$160K +$3.58K +402 +2%
LPL Financial
31
LPL Financial
California
$126K +$5.95K +666 +5%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$97K +$6.62K +743 +7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$96K +$96K +10,754 New
SW
34
SkyOak Wealth
Michigan
$89K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$58K – – –
1W
36
1776 Wealth
Georgia
$40K -$40K -4,500 -50%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$5K – – –
Citigroup
39
Citigroup
New York
$4K – – –
CAN
40
Cetera Advisor Networks
California
$3K +$3K +300 New
BFIM
41
Beese Fulmer Investment Management
Ohio
$2K +$2K +168 New
WAM
42
Wolverine Asset Management
Illinois
– -$536K -73,120 Closed
SFS
43
Shaker Financial Services
Virginia
– -$501K -68,322 Closed
RCM
44
Rivernorth Capital Management
Florida
– -$265K -36,137 Closed
CRC
45
Curi RMB Capital
Illinois
– -$227K -30,969 Closed
KWM
46
Kingsview Wealth Management
Oregon
– -$206K -28,079 Closed
SF
47
Synovus Financial
Georgia
– -$116K -15,765 Closed
Lido Advisors
48
Lido Advisors
California
– -$110K -15,000 Closed
ASN
49
Advisory Services Network
Georgia
– -$22K -3,007 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$7K -956 Closed
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