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 %
PCM
1
Penserra Capital Management
California
$6.59M +$6.59M +661,845 New
Morgan Stanley
2
Morgan Stanley
New York
$4.71M -$343K -34,448 -7%
Bank of America
3
Bank of America
North Carolina
$4.57M +$320K +32,155 +8%
Wells Fargo
4
Wells Fargo
California
$3.93M +$280K +28,101 +8%
GC
5
Guggenheim Capital
Illinois
$3.59M -$28.8K -2,888 -0.8%
AAM
6
Advisors Asset Management
Colorado
$2.2M -$1.5M -150,326 -40%
Raymond James Financial
7
Raymond James Financial
Florida
$2.04M +$705K +70,791 +53%
UBS Group
8
UBS Group
Switzerland
$2.03M -$511K -51,265 -20%
LPL Financial
9
LPL Financial
California
$1.77M +$91.2K +9,152 +5%
AIA
10
Absolute Investment Advisers
Florida
$1.31M +$17.9K +1,800 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.25M -$223K -22,430 -15%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.14M +$221K +22,221 +24%
IPAM
13
Investment Partners Asset Management
New Jersey
$1.09M -$1.99K -200 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.03M -$28.5K -2,858 -3%
SIA
15
Sit Investment Associates
Minnesota
$920K -$1.41M -141,166 -60%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$843K +$6.2K +622 +0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$772K +$89.1K +8,938 +13%
QL
18
Quarry LP
New York
$750K – – –
Cerity Partners
19
Cerity Partners
New York
$732K +$2.28K +229 +0.3%
PAS
20
Park Avenue Securities
New York
$697K -$8.59K -862 -1%
KIM
21
Karpus Investment Management
New York
$638K -$2.97M -297,978 -82%
1W
22
1776 Wealth
Georgia
$542K -$23.5K -2,361 -4%
NA
23
NewEdge Advisors
Louisiana
$520K -$22.8K -2,285 -4%
CL
24
Choreo LLC
Illinois
$411K -$104K -10,394 -20%
SFS
25
Shaker Financial Services
Virginia
$383K -$244K -24,516 -39%
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