AGD

abrdn Global Dynamic Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$8.46M +$676K +72,448 +9%
Bank of America
2
Bank of America
North Carolina
$5.91M +$2.98M +319,463 +102%
LPL Financial
3
LPL Financial
California
$3.74M +$3.54M +379,681 +1,823%
Morgan Stanley
4
Morgan Stanley
New York
$3.4M +$1.34M +143,202 +65%
KIM
5
Karpus Investment Management
New York
$3.35M +$3.35M +358,915 New
SFS
6
Shaker Financial Services
Virginia
$2.72M +$50.1K +5,366 +2%
HBCM
7
Heron Bay Capital Management
Michigan
$2.22M +$2.22M +238,253 New
Wells Fargo
8
Wells Fargo
California
$2.08M +$852K +91,319 +69%
SCM
9
Saba Capital Management
New York
$1.98M +$1.98M +212,332 New
UBS Group
10
UBS Group
Switzerland
$1.91M +$244K +26,101 +15%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.61M +$351K +37,581 +28%
RJA
12
Raymond James & Associates
Florida
$1.42M -$1.05M -112,334 -42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.29M -$11.4K -1,226 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.27M +$486K +52,050 +62%
BWA
15
BDO Wealth Advisors
Florida
$944K +$944K +101,184 New
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$847K -$35.6K -3,814 -4%
PAS
17
Park Avenue Securities
New York
$787K -$82.5K -8,844 -9%
NA
18
NewEdge Advisors
Louisiana
$753K +$410K +44,485 +120%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$725K +$232K +24,912 +47%
AWS
20
AJ Wealth Strategies
New York
$676K +$1.1K +118 +0.2%
WAM
21
Wolverine Asset Management
Illinois
$570K +$570K +61,109 New
LSC
22
Logan Stone Capital
Illinois
$550K +$550K +58,998 New
BI
23
Bulldog Investors
New Jersey
$465K +$465K +49,874 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$432K +$432K +46,350 New
1W
25
1776 Wealth
Georgia
$419K