AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

78 hedge funds and large institutions have $54M invested in abrdn Global Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+32
Holders Change %
+69.57%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
25
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$3.74M
2
KIM
Karpus Investment Management
New York
$3.35M
3
Bank of America
Bank of America
North Carolina
$5.91M
4
HBCM
Heron Bay Capital Management
Michigan
$2.22M
5
SCM
Saba Capital Management
New York
$1.98M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$1.42M
2
PAS
Park Avenue Securities
New York
$787K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$847K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$117K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$719 +$189 +20,284 +36%
EWA
77
EverSource Wealth Advisors
Alabama
$280 – – –
Citigroup
78
Citigroup
New York
$56 +$56 +6 New
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
– -$24.6K -2,600 Closed
MCC
80
Money Concepts Capital
Florida
– -$21.3K -2,250 Closed
1 2 3
4