AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

43 hedge funds and large institutions have $31.3M invested in abrdn Global Dynamic Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.01M
2
Bank of America
Bank of America
North Carolina
$1.6M
3
WAM
Wolverine Asset Management
Illinois
$1.38M
4
CA
Cornerstone Advisors
North Carolina
$441K
5
SFS
Shaker Financial Services
Virginia
$3.5M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
$0
2
Walleye Capital
Walleye Capital
New York
$140K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$900K
4
PFS
Prospera Financial Services
Texas
$0
5
SWM
Spire Wealth Management
Virginia
$45K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
26
Integrated Capital Management (Pennsylvania)
Pennsylvania
$142K +$7.99K +854 +6%
Walleye Capital
27
Walleye Capital
New York
$140K -$186K -19,845 -57%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$138K +$138K +14,770 New
AA
29
AQR Arbitrage
Connecticut
$137K +$137K +14,594 New
GC
30
Guggenheim Capital
Illinois
$134K +$134K +14,269 New
LCM
31
Landscape Capital Management
New Jersey
$103K +$103K +10,954 New
SW
32
SkyOak Wealth
Michigan
$94K – – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$83K +$83K +8,900 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$60K – – –
APA
35
American Portfolios Advisors
New York
$59.5K – – –
SWM
36
Spire Wealth Management
Virginia
$45K -$45K -4,768 -50%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$24K -$9 -1 -0%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$22K – – –
HNB
39
Huntington National Bank
Ohio
$19K – – –
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$13K +$5.47K +600 +73%
RCM
41
Raleigh Capital Management
North Carolina
$10K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$5K – – –
IA
43
IFP Advisors
Florida
$2K – – –
IWM
44
IHT Wealth Management
Illinois
– -$480K -42,882 Closed
PFS
45
Prospera Financial Services
Texas
– -$85K -7,598 Closed
MCC
46
Money Concepts Capital
Florida
– -$25K -2,250 Closed
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