AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

69 hedge funds and large institutions have $53.1M invested in abrdn Global Dynamic Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$5.24M
2
SCM
2
Saba Capital Management
New York
$3.23M
3
WAM
3
Wolverine Asset Management
Illinois
$708K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.88M
5
Cerity Partners
5
Cerity Partners
New York
$629K

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
RJA
2
Raymond James & Associates
Florida
$511K
3
1W
3
1776 Wealth
Georgia
$0
4
Bank of America
4
Bank of America
North Carolina
$6.42M
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$8.09M +$139K +16,026 +2%
Bank of America
2
Bank of America
North Carolina
$6.42M -$363K -41,900 -5%
KIM
3
Karpus Investment Management
New York
$5.24M +$1.19M +137,850 +29%
Morgan Stanley
4
Morgan Stanley
New York
$4.09M -$15K -1,732 -0.4%
LPL Financial
5
LPL Financial
California
$3.26M -$99.9K -11,540 -3%
SCM
6
Saba Capital Management
New York
$3.23M +$1.15M +132,688 +55%
UBS Group
7
UBS Group
Switzerland
$1.92M +$68.1K +7,864 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.88M +$697K +80,429 +59%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.87M +$400K +46,168 +27%
SFS
10
Shaker Financial Services
Virginia
$1.68M +$217K +25,053 +15%
Wells Fargo
11
Wells Fargo
California
$1.33M -$55.9K -6,451 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.05M -$82.6K -9,533 -7%
GC
13
Guggenheim Capital
Illinois
$992K +$485K +55,994 +96%
AA
14
AQR Arbitrage
Connecticut
$970K +$429K +49,564 +79%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$758K -$28.1K -3,239 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$726K +$74.4K +8,590 +11%
WAM
17
Wolverine Asset Management
Illinois
$708K +$706K +81,540 +31,605%
PAS
18
Park Avenue Securities
New York
$650K -$16.7K -1,933 -3%
Cerity Partners
19
Cerity Partners
New York
$629K +$629K +72,667 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$589K +$13.3K +1,531 +2%
LSC
21
Logan Stone Capital
Illinois
$587K -$84.9K -9,800 -13%
NA
22
NewEdge Advisors
Louisiana
$537K -$187K -21,605 -26%
RJA
23
Raymond James & Associates
Florida
$511K -$844K -97,436 -62%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$503K +$27.8K +3,210 +6%
API
25
Advisor Partners II
California
$499K +$499K +57,676 New
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