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AOD

abrdn Total Dynamic Dividend Fund

134 hedge funds and large institutions have $389M invested in abrdn Total Dynamic Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

10% more funds holding

Funds holding: 122134 (+12)

8% more capital invested

Capital invested by funds: $360M → $389M (+$28.1M)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 40.66%40.56% (-0.11%)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
46
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.95M -$8.7K -1,000 -0.5%
Stifel Financial
27
Stifel Financial
Missouri
$1.89M -$9.62K -1,105 -0.5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.83M -$430K -49,387 -20%
SIA
29
Sit Investment Associates
Minnesota
$1.67M +$1.59M +182,975 New
Mariner
30
Mariner
Kansas
$1.61M -$65.3K -7,503 -4%
Ameriprise
31
Ameriprise
Minnesota
$1.55M +$1.95K +224 +0.1%
OC
32
Oppenheimer & Co
New York
$1.52M +$360K +41,305 +33%
IWM
33
IHT Wealth Management
Illinois
$1.49M +$500K +57,398 +54%
FAIM
34
Financial Advocates Investment Management
Washington
$1.47M -$99.2K -11,400 -7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.42M -$5.66K -650 -0.4%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.32M +$6.58K +756 +0.5%
QC
37
Quantedge Capital
Singapore
$1.32M -$1.21M -138,500 -49%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.31M +$327K +37,570 +35%
ACP
39
Aviance Capital Partners
Florida
$1.16M -$10.9K -1,248 -1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.11M +$186K +21,419 +21%
PIWA
41
Prevail Innovative Wealth Advisors
Kansas
$1.08M +$216K +24,835 +26%
CL
42
Choreo LLC
Illinois
$1.03M -$3.79K -435 -0.4%
PWA
43
Provenance Wealth Advisors
Florida
$977K +$12K +1,380 +1%
LOPW
44
Live Oak Private Wealth
North Carolina
$940K
Millennium Management
45
Millennium Management
New York
$930K +$890K +102,225 New
ATS
46
Ashton Thomas Securities
New York
$915K
SC
47
Stolper & Co
Oklahoma
$870K -$3.89K -447 -0.5%
DWM
48
Dakota Wealth Management
Florida
$859K -$1.7K -195 -0.2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$753K +$21.8K +2,504 +3%
NAS
50
NWF Advisory Services
California
$735K +$339 +39 +0%

AOD Hedge Fund Activity: Q3 2024 in Review

134 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2024, worth a combined $389M — up 7.8% from $360M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AOD positions and 10 closed out — a net gain of 12 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $28.1M. The largest seller was Allspring Global Investments, cutting an estimated $13.8M.

  • 134 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2024, up from 122 in Q2 2024.
  • Funds reported $389M of abrdn Total Dynamic Dividend Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 22 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2024 and 10 closed out, a net change of +12 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2024 was Saba Capital Management, an estimated $28.1M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2024 was Allspring Global Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2024.