We are live on ! Find out more
AOD

abrdn Total Dynamic Dividend Fund

81 hedge funds and large institutions have $199M invested in abrdn Total Dynamic Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $162M → $199M (+$36.6M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1.3% more ownership

Funds ownership: 8.49%9.8% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 8281 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
26
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hollencrest Capital Management
California
$133K +$131K +15,885 New
CWM
52
Concert Wealth Management
California
$79K +$78K +9,481 New
Ameriprise
53
Ameriprise
Minnesota
$78K +$41.5K +5,042 +119%
V
54
Veritable
Delaware
$77K +$12.1K +1,471 +19%
WS
55
Wedbush Securities
California
$74K -$9.2K -1,117 -11%
Goldman Sachs
56
Goldman Sachs
New York
$73K -$243K -29,499 -77%
NPC
57
National Planning Corporation
California
$66K -$2.06K -250 -3%
UAS
58
United Asset Strategies
New York
$63K +$61.9K +7,525 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$62K +$50.1K +6,084 +487%
ICAS
60
Investors Capital Advisory Services
Massachusetts
$61K +$13.9K +1,688 +30%
ICM
61
Ionic Capital Management
New York
$52K
IF
62
IRON Financial
Illinois
$50K +$49.4K +6,000 New
LCM
63
Lucas Capital Management
New Jersey
$48K +$47.3K +5,750 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$43K -$20.8K -2,531 -33%
AAM
65
Azzad Asset Management
Virginia
$42.7K -$1.65K -200 -4%
AA
66
Ancora Advisors
Ohio
$42K
US Bancorp
67
US Bancorp
Minnesota
$28K -$41.5K -5,045 -60%
AIG
68
American International Group
New York
$27.9K -$19.2K -2,330 -41%
M&T Bank
69
M&T Bank
New York
$22K
GT
70
Glenmede Trust
Pennsylvania
$20K
FMB
71
Field & Main Bank
Kentucky
$8K +$8.23K +1,000 New
NES
72
New England Securities
New York
$7K
FMP
73
Financial Management Professionals
Texas
$6K
PSI
74
Pinnacle Summer Investments
Virginia
$5K
TFA
75
Transamerica Financial Advisors
Florida
$4K +$66 +8 +2%

AOD Hedge Fund Activity: Q4 2013 in Review

81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2013, worth a combined $199M — up 23% from $162M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AOD positions and 15 closed out — a net gain of 3 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $23.4M. The largest seller was Guggenheim Capital, cutting an estimated $10.5M.

  • 81 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2013, down from 82 in Q3 2013.
  • Funds reported $199M of abrdn Total Dynamic Dividend Fund stock for Q4 2013, up 23% quarter-over-quarter.
  • 18 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2013 and 15 closed out, a net change of +3 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2013 was 1607 Capital Partners, an estimated $23.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2013 was Guggenheim Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2013.