AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

64 hedge funds and large institutions have $66.9M invested in abrdn Global Dynamic Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$9.08M
2
GC
Guggenheim Capital
Illinois
$3.29M
3
CA
Cornerstone Advisors
North Carolina
$684K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.1M
5
BCM
Brookstone Capital Management
Illinois
$186K

Top Sellers

1
KIM
Karpus Investment Management
New York
$5.23M
2
AAM
Advisors Asset Management
Colorado
$5.76M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
4
Bank of America
Bank of America
North Carolina
$8.75M
5
Osaic Holdings
Osaic Holdings
Arizona
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$590K +$79.7K +8,165 +16%
CL
27
Choreo LLC
Illinois
$496K -$70.2K -7,208 -12%
QC
28
Quantedge Capital
Singapore
$469K +$14.6K +1,500 +3%
LCM
29
Landscape Capital Management
New Jersey
$466K -$37.1K -3,806 -7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$463K -$32.5K -3,328 -7%
SA
31
Sanctuary Advisors
Indiana
$452K +$452K +48,015 New
CL
32
CSS LLC
Illinois
$316K +$4.28K +438 +1%
WS
33
Wedbush Securities
California
$250K – – –
Invesco
34
Invesco
Georgia
$240K +$18.5K +1,899 +8%
Ameriprise
35
Ameriprise
Minnesota
$198K -$18.5K -1,898 -9%
BCM
36
Brookstone Capital Management
Illinois
$186K +$186K +18,597 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$177K -$62.7K -6,424 -26%
ACA
38
Aptus Capital Advisors
Alabama
$171K -$36.3K -3,715 -17%
SLC
39
Second Line Capital
Louisiana
$171K +$6.37K +653 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$153K +$10 +1 +0%
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$135K +$1.09K +112 +0.8%
AWS
42
Atria Wealth Solutions
New York
$133K +$19.5K +2,003 +17%
OC
43
Oppenheimer & Co
New York
$116K +$116K +11,915 New
NPFS
44
Novak & Powell Financial Services
Florida
$112K +$112K +11,431 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$107K +$7.02K +721 +7%
SWM
46
Spire Wealth Management
Virginia
$103K -$44.5K -4,555 -30%
YCM
47
Yakira Capital Management
Connecticut
$101K – – –
WAM
48
WNY Asset Management
New York
$98.4K – – –
SW
49
SkyOak Wealth
Michigan
$97.6K – – –
Comerica Bank
50
Comerica Bank
Texas
$82.1K -$556 -57 -0.7%
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