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 %
SWM
51
Spire Wealth Management
Virginia
$94.4K -$12.3K -1,255 -12%
Comerica Bank
52
Comerica Bank
Texas
$82.5K – – –
CA
53
CoreCap Advisors
Michigan
$49.5K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$36.9K +$147 +15 +0.4%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$36.8K -$119K -12,172 -76%
IA
56
IFP Advisors
Florida
$28.4K +$24.5K +2,500 +625%
AAG
57
Armstrong Advisory Group
Massachusetts
$26.6K – – –
VHAM
58
Van Hulzen Asset Management
California
$24.6K +$24.6K +2,506 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$24K -$637 -66 -3%
MA
60
MCF Advisors
Kentucky
$16.8K – – –
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$14.2K -$118 -12 -0.8%
CW
62
Curio Wealth
Maryland
$9.8K +$9.8K +1,000 New
HI
63
Hoey Investments
Pennsylvania
$8.18K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$5.18K – – –
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$4.41K – – –
GRP
66
Global Retirement Partners
California
$2.94K – – –
US Bancorp
67
US Bancorp
Minnesota
$2.74K – – –
WA
68
WPG Advisers
Maryland
$1.2K +$1.2K +122 New
Citigroup
69
Citigroup
New York
$59 – – –
LSC
70
Logan Stone Capital
Illinois
– -$766K -72,105 Closed
CA
71
Cornerstone Advisors
North Carolina
– -$318K -29,902 Closed
QC
72
Quantedge Capital
Singapore
– -$299K -28,200 Closed
AWS
73
Atria Wealth Solutions
New York
– -$137K -12,866 Closed
YCM
74
Yakira Capital Management
Connecticut
– -$110K -10,315 Closed
TPCW
75
TD Private Client Wealth
New York
– -$80.3K -7,563 Closed
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