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AOD

abrdn Total Dynamic Dividend Fund

72 hedge funds and large institutions have $247M invested in abrdn Total Dynamic Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

1.19% more ownership

Funds ownership: 28.15%29.34% (+1.2%)

4% less funds holding

Funds holding: 7572 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less capital invested

Capital invested by funds: $279M → $247M (-$32.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
9
Increased
30
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
26
Independent Portfolio Consultants
Florida
$899K -$635K -76,660 -39%
LPL Financial
27
LPL Financial
California
$851K -$6.18K -746 -0.7%
LCM
28
Landscape Capital Management
New Jersey
$626K +$48.6K +5,869 +8%
OC
29
Oppenheimer & Co
New York
$550K +$84.3K +10,181 +16%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$531K -$4.54K -548 -0.8%
AIG
31
American International Group
New York
$496K +$61.9K +7,476 +13%
OA
32
Oxbow Advisors
Texas
$438K +$109K +13,181 +29%
VFS
33
VSR Financial Services
Kansas
$342K
FAAS
34
First Allied Advisory Services
California
$309K +$1.04K +126 +0.3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$302K +$333K +40,207 New
AA
36
AQR Arbitrage
Connecticut
$299K +$330K +39,875 New
BI
37
Bulldog Investors
New Jersey
$274K
MFW
38
Meristem Family Wealth
Minnesota
$225K
Goldman Sachs
39
Goldman Sachs
New York
$156K -$36.8K -4,444 -18%
RVPG
40
Relative Value Partners Group
$153K +$34.8K +4,209 +26%
Citigroup
41
Citigroup
New York
$142K -$2.95K -356 -2%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$125K +$76.6K +9,257 +126%
VKH
43
Virtu KCG Holdings
New York
$123K -$41.9K -5,057 -24%
BRWA
44
B. Riley Wealth Advisors
Florida
$122K +$10.3K +1,239 +8%
IH
45
IFC Holdings
Florida
$119K +$638 +77 +0.5%
WEC
46
Winslow Evans & Crocker
Massachusetts
$102K
Creative Planning
47
Creative Planning
Kansas
$97K +$107K +12,915 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$87K +$8 +1 +0%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$85K
BWM
50
Baystate Wealth Management
Massachusetts
$83K +$1.85K +223 +2%

AOD Hedge Fund Activity: Q3 2015 in Review

72 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2015, worth a combined $247M — down 12% from $279M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AOD and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 30 added.

The largest buyer was 1607 Capital Partners, adding an estimated $11.4M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 72 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2015, down from 75 in Q2 2015.
  • Funds reported $247M of abrdn Total Dynamic Dividend Fund stock for Q3 2015, down 12% quarter-over-quarter.
  • 9 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2015 and 10 closed out, a net change of -1 holder.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2015 was 1607 Capital Partners, an estimated $11.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2015 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2015.