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 %
CA
51
CoreCap Advisors
Michigan
$49.3K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$36.4K +$127 +13 +0.3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$29K +$1.71K +174 +6%
AAG
54
Armstrong Advisory Group
Massachusetts
$26.5K – – –
OP
55
ORG Partners
Indiana
$19.5K – – –
MA
56
MCF Advisors
Kentucky
$16.7K – – –
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$13.2K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$10.2K +$10.2K +1,040 New
HI
59
Hoey Investments
Pennsylvania
$8.15K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$5.16K – – –
IA
61
IFP Advisors
Florida
$3.9K – – –
GRP
62
Global Retirement Partners
California
$2.93K – – –
GWM
63
Geneos Wealth Management
Colorado
$1.56K – – –
Citigroup
64
Citigroup
New York
$59 – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
– -$270K -27,757 Closed
RVPG
66
Relative Value Partners Group
– -$139K -15,093 Closed
GGI
67
Godsey & Gibb Inc
Virginia
– -$27.7K -2,851 Closed
ACM
68
Anfield Capital Management
California
– -$13.7K -1,406 Closed
AF
69
Allworth Financial
California
– -$9.34K -962 Closed
GIS
70
Grayhawk Investment Strategies
Alberta, Canada
– -$9.14K -941 Closed
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$4.8K -494 Closed
TSMHT
72
Thurston Springer Miller Herd & Titak
Indiana
– -$4.37K -450 Closed
CPG
73
Cornerstone Planning Group
New Jersey
– -$10 -1 Closed
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