AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

59 hedge funds and large institutions have $49.6M 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
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.79%
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
$4.12M
2
Bank of America
Bank of America
North Carolina
$6.01M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.16M
4
IAIM
International Assets Investment Management
Florida
$663K
5
PCM
Penserra Capital Management
California
$7.53M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$2.62M
2
Wells Fargo
Wells Fargo
California
$3.08M
3
AAM
Advisors Asset Management
Colorado
$1.26M
4
SIA
Sit Investment Associates
Minnesota
$0
5
AIA
Absolute Investment Advisers
Florida
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$7.53M +$223K +20,155 +3%
Bank of America
2
Bank of America
North Carolina
$6.01M +$943K +85,449 +19%
Morgan Stanley
3
Morgan Stanley
New York
$4.67M -$551K -49,897 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$4.12M +$1.86M +168,549 +82%
Wells Fargo
5
Wells Fargo
California
$3.08M -$1.28M -115,773 -29%
GC
6
Guggenheim Capital
Illinois
$2.62M -$1.36M -123,506 -34%
UBS Group
7
UBS Group
Switzerland
$2.26M +$3.92K +355 +0.2%
LPL Financial
8
LPL Financial
California
$2.17M +$209K +18,895 +11%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.16M +$776K +70,293 +56%
AAM
10
Advisors Asset Management
Colorado
$1.26M -$1.18M -106,769 -48%
IPAM
11
Investment Partners Asset Management
New Jersey
$1.21M -$2.21K -200 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.2M +$64.2K +5,816 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$909K -$218K -22,221 -19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$893K -$41.5K -3,755 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$876K +$20.8K +1,887 +2%
Cerity Partners
16
Cerity Partners
New York
$813K +$1.87K +169 +0.2%
PAS
17
Park Avenue Securities
New York
$732K -$40.4K -3,663 -5%
IAIM
18
International Assets Investment Management
Florida
$663K +$663K +57,875 New
AIA
19
Absolute Investment Advisers
Florida
$662K -$789K -71,454 -54%
1W
20
1776 Wealth
Georgia
$590K -$10.2K -927 -2%
NA
21
NewEdge Advisors
Louisiana
$533K -$43.1K -3,903 -7%
CL
22
Choreo LLC
Illinois
$425K -$30.4K -2,752 -7%
QL
23
Quarry LP
New York
$379K -$452K -40,949 -54%
OC
24
Oppenheimer & Co
New York
$342K +$9.45K +856 +3%
Ameriprise
25
Ameriprise
Minnesota
$268K -$131K -11,749 -33%
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