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 %
CAN
51
Cetera Advisor Networks
California
$98.6K +$98.6K +10,570 New
Ameriprise
52
Ameriprise
Minnesota
$95.1K +$95.1K +10,193 New
SW
53
SkyOak Wealth
Michigan
$93.3K – – –
ASN
54
Advisory Services Network
Georgia
$63.2K +$48.1K +5,151 +318%
AAS
55
Ameritas Advisory Services
Nebraska
$39.7K +$39.7K +4,255 New
AAG
56
Armstrong Advisory Group
Massachusetts
$25.3K +$25.3K +2,712 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$21.7K – – –
HNB
58
Huntington National Bank
Ohio
$18.7K – – –
MA
59
MCF Advisors
Kentucky
$16K +$16K +1,711 New
BAM
60
Belpointe Asset Management
Nevada
$15.4K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$14.5K +$112 +12 +0.8%
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$13.6K – – –
ACM
63
Anfield Capital Management
California
$12.1K +$12.1K +1,300 New
RCM
64
Raleigh Capital Management
North Carolina
$10.7K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +987 New
GWM
66
Geneos Wealth Management
Colorado
$8.97K +$8.97K +961 New
IGWM
67
ICA Group Wealth Management
Colorado
$8.11K +$8.11K +869 New
HI
68
Hoey Investments
Pennsylvania
$7.79K +$7.79K +835 New
AF
69
Allworth Financial
California
$7.14K +$7.14K +765 New
SPIA
70
Steward Partners Investment Advisory
New York
$4.94K – – –
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K +$4.61K +494 New
IA
72
IFP Advisors
Florida
$4.23K +$3.83K +362 +953%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$3.73K – – –
GRP
74
Global Retirement Partners
California
$2.78K – – –
CA
75
Centerpoint Advisors
Massachusetts
$1K +$1K +128 New
1 2
3
4