AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

46 hedge funds and large institutions have $31.1M invested in abrdn Global Dynamic Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$7.89M
2
Bank of America
2
Bank of America
North Carolina
$2.97M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.28M
4
RJA
4
Raymond James & Associates
Florida
$2.5M
5
UBS Group
5
UBS Group
Switzerland
$1.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.09M
2
SFS
2
Shaker Financial Services
Virginia
$2.73M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
1W
5
1776 Wealth
Georgia
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
26
Godsey & Gibb Inc
Virginia
$127K +$127K +13,402 New
YCM
27
Yakira Capital Management
Connecticut
$121K +$121K +12,815 New
AA
28
AQR Arbitrage
Connecticut
$108K +$108K +11,407 New
QC
29
Quantedge Capital
Singapore
$104K -$7.57K -800 -7%
SW
30
SkyOak Wealth
Michigan
$94.6K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$60.8K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$24.6K -$33.1K -3,500 -57%
SWM
33
Spire Wealth Management
Virginia
$24K +$7.09K +755 +42%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$22K – – –
MCC
35
Money Concepts Capital
Florida
$21.3K +$21.3K +2,250 New
HNB
36
Huntington National Bank
Ohio
$18.9K – – –
BAM
37
Belpointe Asset Management
Nevada
$15.6K +$15.6K +1,650 New
ASN
38
Advisory Services Network
Georgia
$15.3K +$15.3K +1,622 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$14.6K -$4.56K -482 -24%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$13.8K +$284 +30 +2%
RCM
41
Raleigh Capital Management
North Carolina
$10.9K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$5K – – –
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$3.78K +$3.78K +400 New
GRP
44
Global Retirement Partners
California
$2.84K – – –
IA
45
IFP Advisors
Florida
$2K -$1.37K -26 -41%
EWA
46
EverSource Wealth Advisors
Alabama
$284 – – –
WAM
47
Wolverine Asset Management
Illinois
– -$647K -76,596 Closed
LNWWM
48
Laird Norton Wetherby Wealth Management
California
– -$132K -15,672 Closed
GI
49
Gradient Investments
Minnesota
– -$1K -154 Closed
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