AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

60 hedge funds and large institutions have $50M invested in abrdn Global Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$1.86M
2
Bank of America
Bank of America
North Carolina
+$943K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$776K
4
IAIM
International Assets Investment Management
Florida
+$663K
5
PCM
Penserra Capital Management
California
+$223K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.36M
2
Wells Fargo
Wells Fargo
California
-$1.28M
3
AAM
Advisors Asset Management
Colorado
-$1.18M
4
SIA
Sit Investment Associates
Minnesota
-$920K
5
AIA
Absolute Investment Advisers
Florida
-$789K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$12.1K – – –
HI
52
Hoey Investments
Pennsylvania
$9.22K – – –
CAM
53
Costello Asset Management
Pennsylvania
$6.37K +$188 +17 +3%
SPIA
54
Steward Partners Investment Advisory
New York
$5.84K – – –
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$4.97K – – –
IA
56
IFP Advisors
Florida
$4.42K -$27.6K -2,500 -86%
GRP
57
Global Retirement Partners
California
$3.31K +$3.31K +300 New
US Bancorp
58
US Bancorp
Minnesota
$2.26K – – –
GI
59
GAMMA Investing
California
$144 +$144 +13 New
Citigroup
60
Citigroup
New York
$66 – – –
SIA
61
Sit Investment Associates
Minnesota
– -$920K -92,400 Closed
KIM
62
Karpus Investment Management
New York
– -$638K -64,029 Closed
SFS
63
Shaker Financial Services
Virginia
– -$383K -38,497 Closed
A
64
Argentarii
Ohio
– -$180K -18,070 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– -$155K -15,585 Closed
CL
66
CSS LLC
Illinois
– -$103K -10,326 Closed
WAM
67
WNY Asset Management
New York
– -$100K -10,085 Closed
SW
68
SkyOak Wealth
Michigan
– -$99.6K -10,000 Closed
TJHA
69
Thomas J. Herzfeld Advisors
Florida
– -$14.8K -1,487 Closed
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
– -$12.4K -1,245 Closed
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
– -$6.45K -648 Closed
CW
72
Curio Wealth
Maryland
– -$9.8K -1 Closed
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