AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

131 hedge funds and large institutions have $335M invested in abrdn Total Dynamic Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
51
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.08M
2
AA
2
AQR Arbitrage
Connecticut
$9.3M
3
WW
3
Waterfront Wealth
Kansas
$6.42M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$25.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$52.7M
3
1CP
3
1607 Capital Partners
Virginia
$597K
4
ARC
4
Advisor Resource Council
Texas
$253K
5
Cohen & Steers
5
Cohen & Steers
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$2.02M +$243K +29,355 +14%
LSC
27
Logan Stone Capital
Illinois
$1.88M +$395K +47,702 +27%
FAIM
28
Financial Advocates Investment Management
Washington
$1.82M -$168K -20,300 -8%
PAS
29
Park Avenue Securities
New York
$1.81M +$161K +19,411 +10%
PAG
30
Private Advisor Group
New Jersey
$1.79M -$22.5K -2,715 -1%
Stifel Financial
31
Stifel Financial
Missouri
$1.77M -$29.9K -3,608 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.76M -$28.5K -3,437 -2%
Mariner
33
Mariner
Kansas
$1.44M -$15.7K -1,899 -1%
Ameriprise
34
Ameriprise
Minnesota
$1.39M +$33.9K +4,092 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.27M +$52K +6,278 +4%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.26M -$360K -43,394 -22%
OC
37
Oppenheimer & Co
New York
$1.19M -$730 -88 -0.1%
ACP
38
Aviance Capital Partners
Florida
$989K +$58.8K +7,091 +6%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$958K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$930K +$45.4K +5,479 +5%
PWA
41
Provenance Wealth Advisors
Florida
$883K +$47.5K +5,735 +6%
IWM
42
IHT Wealth Management
Illinois
$882K – – –
LOPW
43
Live Oak Private Wealth
North Carolina
$856K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$810K – – –
DWM
45
Dakota Wealth Management
Florida
$797K – – –
SC
46
Stolper & Co
Oklahoma
$792K +$51.5K +6,210 +7%
BRWA
47
B. Riley Wealth Advisors
Florida
$740K -$94.8K -12,546 -11%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$729K +$61.4K +7,403 +9%
SFS
49
Shaker Financial Services
Virginia
$708K +$52.5K +6,333 +8%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$668K -$15.5K -1,873 -2%
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