AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

78 hedge funds and large institutions have $54M invested in abrdn Global Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+32
Holders Change %
+69.57%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
25
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$3.74M
2
KIM
Karpus Investment Management
New York
$3.35M
3
Bank of America
Bank of America
North Carolina
$5.91M
4
HBCM
Heron Bay Capital Management
Michigan
$2.22M
5
SCM
Saba Capital Management
New York
$1.98M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$1.42M
2
PAS
Park Avenue Securities
New York
$787K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$847K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$117K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
Woodline Partners
California
$355K +$355K +38,035 New
CCP
27
Clough Capital Partners
Massachusetts
$345K +$345K +36,927 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$341K +$28.6K +3,070 +9%
CL
29
CSS LLC
Illinois
$290K +$133K +14,255 +85%
NFG
30
Nations Financial Group
Iowa
$277K +$277K +29,660 New
LCM
31
Landscape Capital Management
New Jersey
$256K +$256K +27,387 New
WS
32
Wedbush Securities
California
$232K +$232K +24,885 New
AA
33
AQR Arbitrage
Connecticut
$204K +$98.1K +10,510 +92%
CA
34
Cetera Advisors
Colorado
$196K +$196K +21,035 New
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$190K +$152K +57,195 +401%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$187K +$127K +13,600 +212%
RVPG
37
Relative Value Partners Group
$184K +$2.65K +284 +1%
SWM
38
Spire Wealth Management
Virginia
$169K +$145K +15,511 +607%
AWS
39
Atria Wealth Solutions
New York
$158K +$158K +16,911 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$156K +$156K +16,760 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$151K +$151K +16,232 New
CCFM
42
Clear Creek Financial Management
Washington
$146K +$3.14K +337 +2%
CIA
43
Capital Investment Advisors
Georgia
$140K +$140K +15,043 New
IAIM
44
International Assets Investment Management
Florida
$137K +$137K +14,724 New
Invesco
45
Invesco
Georgia
$135K -$16.8K -1,798 -11%
QC
46
Quantedge Capital
Singapore
$118K +$15.9K +1,700 +15%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$117K -$24.6K -2,637 -17%
GGI
48
Godsey & Gibb Inc
Virginia
$116K -$9.33K -1,000 -7%
YCM
49
Yakira Capital Management
Connecticut
$109K -$10.8K -1,162 -9%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$103K +$103K +11,003 New
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