AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

49 hedge funds and large institutions have $31.2M invested in abrdn Global Dynamic Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$832K
2
CA
Cornerstone Advisors
North Carolina
+$442K
3
SFS
Shaker Financial Services
Virginia
+$387K
4
SIA
Sit Investment Associates
Minnesota
+$295K
5
CRC
Curi RMB Capital
Illinois
+$279K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.39M
2
KIM
Karpus Investment Management
New York
-$833K
3
Invesco
Invesco
Georgia
-$243K
4
RJA
Raymond James & Associates
Florida
-$238K
5
Wells Fargo
Wells Fargo
California
-$174K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$247K -$62.7K -6,017 -20%
LPL Financial
27
LPL Financial
California
$228K +$45K +4,320 +25%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$222K +$4.4K +421 +2%
Walleye Trading
29
Walleye Trading
New York
$174K – – –
CCFM
30
Clear Creek Financial Management
Washington
$168K +$168K +16,122 New
AA
31
AQR Arbitrage
Connecticut
$151K +$9.34K +892 +7%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$121K +$3.63K +348 +3%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$119K -$75K -7,196 -39%
SW
34
SkyOak Wealth
Michigan
$104K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$99K -$93.8K -9,000 -49%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$70K +$37.9K +3,650 +118%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$68K – – –
APA
38
American Portfolios Advisors
New York
$31.3K – – –
ASN
39
Advisory Services Network
Georgia
$31K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$24K +$24K +2,325 New
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$13K +$13K +1,249 New
TRCT
42
Tower Research Capital (TRC)
New York
$11K +$11K +1,007 New
SPIA
43
Steward Partners Investment Advisory
New York
$6K – – –
Citigroup
44
Citigroup
New York
$5K – – –
ADIM
45
Alpha DNA Investment Management
Maryland
$3K +$3K +325 New
Walleye Capital
46
Walleye Capital
New York
$389 – -10 -0%
KIM
47
Karpus Investment Management
New York
– -$833K -90,392 Closed
Goldman Sachs
48
Goldman Sachs
New York
– -$120K -13,031 Closed
PFS
49
Prospera Financial Services
Texas
– -$91K -9,872 Closed
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
– -$61K -6,573 Closed
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