AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

59 hedge funds and large institutions have $49.6M invested in abrdn Global Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.12M
2
Bank of America
2
Bank of America
North Carolina
$6.01M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.16M
4
IAIM
4
International Assets Investment Management
Florida
$663K
5
PCM
5
Penserra Capital Management
California
$7.53M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.62M
2
Wells Fargo
2
Wells Fargo
California
$3.08M
3
AAM
3
Advisors Asset Management
Colorado
$1.26M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
AIA
5
Absolute Investment Advisers
Florida
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Hoey Investments
Pennsylvania
$9.22K – – –
CAM
52
Costello Asset Management
Pennsylvania
$6.37K +$188 +17 +3%
SPIA
53
Steward Partners Investment Advisory
New York
$5.84K – – –
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$4.97K – – –
IA
55
IFP Advisors
Florida
$4.42K -$27.6K -2,500 -86%
GRP
56
Global Retirement Partners
California
$3.31K +$3.31K +300 New
US Bancorp
57
US Bancorp
Minnesota
$2.26K – – –
GI
58
GAMMA Investing
California
$144 +$144 +13 New
Citigroup
59
Citigroup
New York
$66 – – –
SIA
60
Sit Investment Associates
Minnesota
– -$920K -92,400 Closed
KIM
61
Karpus Investment Management
New York
– -$638K -64,029 Closed
SFS
62
Shaker Financial Services
Virginia
– -$383K -38,497 Closed
A
63
Argentarii
Ohio
– -$180K -18,070 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
– -$155K -15,585 Closed
CL
65
CSS LLC
Illinois
– -$103K -10,326 Closed
WAM
66
WNY Asset Management
New York
– -$100K -10,085 Closed
SW
67
SkyOak Wealth
Michigan
– -$99.6K -10,000 Closed
TJHA
68
Thomas J. Herzfeld Advisors
Florida
– -$14.8K -1,487 Closed
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
– -$12.4K -1,245 Closed
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
– -$6.45K -648 Closed
CW
71
Curio Wealth
Maryland
– -$9.8K -1 Closed
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