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AOD

abrdn Total Dynamic Dividend Fund

115 hedge funds and large institutions have $344M invested in abrdn Total Dynamic Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

19% more funds holding

Funds holding: 97115 (+18)

14% more capital invested

Capital invested by funds: $301M → $344M (+$42.4M)

0.89% more ownership

Funds ownership: 36.01%36.89% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
115
Holders Change
+18
Holders Change %
+18.56%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.86M +$1.24M +148,877 +243%
Stifel Financial
27
Stifel Financial
Missouri
$1.73M +$98.6K +11,880 +6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.7M +$21.9K +2,636 +1%
LCM
29
Landscape Capital Management
New Jersey
$1.61M +$1.51M +182,361 New
Osaic Holdings
30
Osaic Holdings
Arizona
$1.56M -$310K -37,402 -17%
PAS
31
Park Avenue Securities
New York
$1.4M +$50.4K +6,072 +4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.34M +$93.5K +11,264 +8%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$1.29M -$133K -16,017 -10%
Ameriprise
34
Ameriprise
Minnesota
$1.18M +$10.2K +1,229 +0.9%
ACP
35
Aviance Capital Partners
Florida
$1.13M +$5.73K +690 +0.5%
AA
36
AQR Arbitrage
Connecticut
$987K -$265K -31,983 -22%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$923K +$433K +52,221 +100%
LOPW
38
Live Oak Private Wealth
North Carolina
$914K
Citigroup
39
Citigroup
New York
$802K +$117K +14,083 +18%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$732K -$56.7K -6,835 -8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$697K +$71.7K +8,641 +12%
GRP
42
Global Retirement Partners
California
$679K +$637K +76,744 New
OC
43
Oppenheimer & Co
New York
$641K +$100K +12,058 +20%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$636K -$44.2K -5,327 -7%
BRWA
45
B. Riley Wealth Advisors
Florida
$636K +$193K +23,214 +48%
SC
46
Stolper & Co
Oklahoma
$590K -$10.1K -1,222 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$581K -$69.1K -8,325 -11%
CIA
48
Capital Investment Advisors
Georgia
$533K +$490 +59 +0.1%
IWM
49
IHT Wealth Management
Illinois
$458K +$91 +11 +0%
CRC
50
Curi RMB Capital
Illinois
$433K +$406K +48,872 New

AOD Hedge Fund Activity: Q4 2020 in Review

115 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2020, worth a combined $344M — up 14% from $301M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOD positions and 8 closed out — a net gain of 19 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.26M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.08M sold.

  • 115 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $344M of abrdn Total Dynamic Dividend Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2020 and 8 closed out, a net change of +19 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2020 was Wells Fargo, an estimated $5.26M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q4 2020.