AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

69 hedge funds and large institutions have $52.6M invested in abrdn Global Dynamic Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.59M
2
AIA
Absolute Investment Advisers
Florida
$1.27M
3
QL
Quarry LP
New York
$738K
4
Morgan Stanley
Morgan Stanley
New York
$4.97M
5
SIA
Sit Investment Associates
Minnesota
$2.29M

Top Sellers

1
SCM
Saba Capital Management
New York
$1.68M
2
Bank of America
Bank of America
North Carolina
$4.18M
3
KIM
Karpus Investment Management
New York
$3.55M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.85M
5
AAM
Advisors Asset Management
Colorado
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$534K -$45.4K -4,633 -8%
CL
27
Choreo LLC
Illinois
$506K +$3.22K +328 +0.6%
SA
28
Sanctuary Advisors
Indiana
$466K -$15.5K -1,502 -3%
Ameriprise
29
Ameriprise
Minnesota
$371K +$90.6K +9,240 +32%
AC
30
Almitas Capital
California
$266K +$266K +27,094 New
Invesco
31
Invesco
Georgia
$238K -$578 -59 -0.2%
EW
32
Entruity Wealth
California
$227K +$227K +23,130 New
UPS
33
UHLMANN PRICE SECURITIES
Illinois
$212K +$1.86K +190 +0.9%
A
34
Argentarii
Ohio
$203K +$203K +20,689 New
BCM
35
Brookstone Capital Management
Illinois
$182K – – –
CL
36
CSS LLC
Illinois
$181K -$138K -14,121 -43%
VF
37
Virtu Financial
New York
$161K +$161K +16,391 New
ACA
38
Aptus Capital Advisors
Alabama
$147K -$27.7K -2,799 -16%
SLC
39
Second Line Capital
Louisiana
$147K -$27.7K -2,799 -16%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$135K -$1.21K -123 -0.9%
KFA
41
Kapstone Financial Advisors
Ohio
$132K +$132K +13,150 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$125K -$28.3K -2,890 -19%
NPFS
43
Novak & Powell Financial Services
Florida
$118K +$3.11K +317 +3%
Citadel Advisors
44
Citadel Advisors
Florida
$114K +$114K +11,622 New
WS
45
Wedbush Securities
California
$113K -$139K -14,110 -55%
Stifel Financial
46
Stifel Financial
Missouri
$112K +$9.8K +1,000 +10%
RCM
47
Rivernorth Capital Management
Florida
$110K – – –
WAM
48
WNY Asset Management
New York
$98.8K – – –
SW
49
SkyOak Wealth
Michigan
$98K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$94.4K -$83K -8,465 -47%
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