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AGD

abrdn Global Dynamic Dividend Fund

66 hedge funds and large institutions have $48.6M invested in abrdn Global Dynamic Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% less ownership

Funds ownership: 42.74%38.89% (-3.8%)

6% less funds holding

Funds holding: 7066 (-4)

8% less capital invested

Capital invested by funds: $52.6M → $48.6M (-$3.99M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$28.9K
AAG
52
Armstrong Advisory Group
Massachusetts
$26.6K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$23K -$1.37K -135 -5%
MA
54
MCF Advisors
Kentucky
$17K
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$14.8K +$396 +39 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$12.4K -$85.3K -8,390 -87%
FFA
57
Farther Finance Advisors
California
$10.9K +$11.2K +1,100 New
CW
58
Curio Wealth
Maryland
$9.8K -$10.2K -999 -100%
HI
59
Hoey Investments
Pennsylvania
$8.32K
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$6.45K -$31.6K -3,108 -83%
CAM
61
Costello Asset Management
Pennsylvania
$5.58K +$5.69K +560 New
SPIA
62
Steward Partners Investment Advisory
New York
$5.27K
TSMHT
63
Thurston Springer Miller Herd & Titak
Indiana
$4.48K
US Bancorp
64
US Bancorp
Minnesota
$2.04K -$762 -75 -27%
MWA
65
Medallion Wealth Advisors
Connecticut
$1.78K
Citigroup
66
Citigroup
New York
$60
Pathstone Holdings
67
Pathstone Holdings
New Jersey
-$2.85M -289,808 Closed
SCM
68
Saba Capital Management
New York
-$1.68M -170,973 Closed
AA
69
AQR Arbitrage
Connecticut
-$715K -72,927 Closed
SA
70
Sanctuary Advisors
Indiana
-$466K -45,245 Closed
AC
71
Almitas Capital
California
-$266K -27,094 Closed
VF
72
Virtu Financial
New York
-$161K -16,391 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$114K -11,622 Closed
RCM
74
Rivernorth Capital Management
Florida
-$110K -11,192 Closed
VHAM
75
Van Hulzen Asset Management
California
-$24.6K -2,506 Closed

AGD Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Dynamic Dividend Fund (AGD) for Q1 2025, worth a combined $48.6M — down 7.6% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AGD and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $6.73M. The largest seller was Karpus Investment Management, cutting an estimated $3.03M.

  • 66 institutional investors held abrdn Global Dynamic Dividend Fund (AGD) as of Q1 2025, down from 70 in Q4 2024.
  • Funds reported $48.6M of abrdn Global Dynamic Dividend Fund stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 7 funds opened new abrdn Global Dynamic Dividend Fund positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest abrdn Global Dynamic Dividend Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $6.73M added.
  • The largest abrdn Global Dynamic Dividend Fund seller in Q1 2025 was Karpus Investment Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2025.