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AOD

abrdn Total Dynamic Dividend Fund

140 hedge funds and large institutions have $357M invested in abrdn Total Dynamic Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

4% more funds holding

Funds holding: 134140 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 40.56%40.27% (-0.29%)

8% less capital invested

Capital invested by funds: $389M → $357M (-$31.3M)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
54
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.91M +$106K +12,072 +6%
PAG
27
Private Advisor Group
New Jersey
$1.79M -$10.1K -1,150 -0.5%
Stifel Financial
28
Stifel Financial
Missouri
$1.75M +$6.23K +709 +0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.67M -$20.6K -2,343 -1%
Mariner
30
Mariner
Kansas
$1.6M +$120K +13,624 +8%
OC
31
Oppenheimer & Co
New York
$1.58M +$189K +21,531 +13%
AIA
32
Absolute Investment Advisers
Florida
$1.56M +$1.33M +151,100 +437%
TI
33
TrueMark Investments
Illinois
$1.46M +$1.53M +173,797 New
LSC
34
Logan Stone Capital
Illinois
$1.37M -$474K -53,971 -25%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.34M +$29.9K +3,403 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.29M +$269K +30,613 +25%
Ameriprise
37
Ameriprise
Minnesota
$1.26M -$176K -20,059 -12%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$1.18M +$193K +21,987 +18%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1.18M -$37.2K -4,231 -3%
FAIM
40
Financial Advocates Investment Management
Washington
$1.15M -$221K -25,104 -16%
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$1.11M +$1.16M +132,266 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.07M -$161K -18,289 -13%
ACP
43
Aviance Capital Partners
Florida
$1.05M -$20.5K -2,336 -2%
CL
44
Choreo LLC
Illinois
$1.02M +$58.5K +6,660 +6%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$964K +$589K +66,999 +141%
IWM
46
IHT Wealth Management
Illinois
$962K -$438K -49,834 -30%
LOPW
47
Live Oak Private Wealth
North Carolina
$869K
ATS
48
Ashton Thomas Securities
New York
$845K
SC
49
Stolper & Co
Oklahoma
$790K -$14.8K -1,681 -2%
DWM
50
Dakota Wealth Management
Florida
$783K -$11.6K -1,315 -1%

AOD Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2024, worth a combined $357M — down 8.1% from $389M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AOD positions and 10 closed out — a net gain of 9 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $27.5M. The largest seller was Saba Capital Management, cutting an estimated $19.9M.

  • 140 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $357M of abrdn Total Dynamic Dividend Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 19 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $27.5M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2024 was Saba Capital Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.