AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

65 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-4
Holders Change %
-5.8%
% 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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$6.59M
2
Raymond James Financial
Raymond James Financial
Florida
+$705K
3
NAS
NWF Advisory Services
California
+$325K
4
Bank of America
Bank of America
North Carolina
+$320K
5
OC
Oppenheimer & Co
New York
+$300K

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.79M
2
KIM
Karpus Investment Management
New York
-$2.97M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.85M
4
SCM
Saba Capital Management
New York
-$1.68M
5
AAM
Advisors Asset Management
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$1.32K -135 -5%
MA
54
MCF Advisors
Kentucky
$17K – – –
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$14.8K +$388 +39 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$12.4K -$83.6K -8,390 -87%
FFA
57
Farther Finance Advisors
California
$10.9K +$10.9K +1,100 New
CW
58
Curio Wealth
Maryland
$9.8K -$9.79M -999 -100%
HI
59
Hoey Investments
Pennsylvania
$8.32K – – –
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$6.45K -$31K -3,108 -83%
CAM
61
Costello Asset Management
Pennsylvania
$5.58K +$5.58K +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 -$747 -75 -27%
Citigroup
65
Citigroup
New York
$60 – – –
Pathstone Holdings
66
Pathstone Holdings
New Jersey
– -$2.85M -289,808 Closed
SCM
67
Saba Capital Management
New York
– -$1.68M -170,973 Closed
AA
68
AQR Arbitrage
Connecticut
– -$715K -72,927 Closed
AC
69
Almitas Capital
California
– -$266K -27,094 Closed
VF
70
Virtu Financial
New York
– -$161K -16,391 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$114K -11,622 Closed
RCM
72
Rivernorth Capital Management
Florida
– -$110K -11,192 Closed
VHAM
73
Van Hulzen Asset Management
California
– -$24.6K -2,506 Closed
WA
74
WPG Advisers
Maryland
– -$1.2K -122 Closed
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