AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

76 hedge funds and large institutions have $58.7M invested in abrdn Global Dynamic Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.48M
2
Morgan Stanley
Morgan Stanley
New York
$4.53M
3
KIM
Karpus Investment Management
New York
$4.46M
4
CA
Cornerstone Advisors
North Carolina
$566K
5
GC
Guggenheim Capital
Illinois
$558K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$1.61M
2
Wells Fargo
Wells Fargo
California
$1.52M
3
WAM
Wolverine Asset Management
Illinois
$2.46K
4
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
$140K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$104K +$104K +10,918 New
WAM
52
WNY Asset Management
New York
$96.2K +$96.2K +10,085 New
SW
53
SkyOak Wealth
Michigan
$95.4K – – –
AAG
54
Armstrong Advisory Group
Massachusetts
$25.9K – – –
OP
55
ORG Partners
Indiana
$19.1K +$19.1K +2,000 New
MA
56
MCF Advisors
Kentucky
$16.3K – – –
GGI
57
Godsey & Gibb Inc
Virginia
$15.3K -$103K -10,800 -87%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$15K +$95 +10 +0.6%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$14K +$4.85K +523 +53%
TJHA
60
Thomas J. Herzfeld Advisors
Florida
$13.6K -$286 -30 -2%
ACM
61
Anfield Capital Management
California
$12.6K +$238 +25 +2%
RCM
62
Raleigh Capital Management
North Carolina
$11K – – –
GWM
63
Geneos Wealth Management
Colorado
$9.17K – – –
IGWM
64
ICA Group Wealth Management
Colorado
$8.29K – – –
HI
65
Hoey Investments
Pennsylvania
$7.97K – – –
AF
66
Allworth Financial
California
$7.45K +$153 +16 +2%
SPIA
67
Steward Partners Investment Advisory
New York
$5.05K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.71K – – –
IA
69
IFP Advisors
Florida
$3.82K – – –
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$3.82K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$3.55K +$3.55K +372 New
GRP
72
Global Retirement Partners
California
$2.86K – – –
WAM
73
Wolverine Asset Management
Illinois
$2.46K -$580K -60,851 -100%
CA
74
Centerpoint Advisors
Massachusetts
$1K – – –
EWA
75
EverSource Wealth Advisors
Alabama
$286 – – –
1 2
3
4