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AOD

abrdn Total Dynamic Dividend Fund

82 hedge funds and large institutions have $280M invested in abrdn Total Dynamic Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2.18% more ownership

Funds ownership: 31.71%33.89% (+2.2%)

1% more funds holding

Funds holding: 8182 (+1)

2% more capital invested

Capital invested by funds: $274M → $280M (+$5.57M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
10
Increased
33
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$150K -$49K -6,888 -26%
RTS
52
Round Table Services
New Jersey
$141K +$134K +18,800 New
RVPG
53
Relative Value Partners Group
$139K -$17.3K -2,439 -12%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$135K +$1.88K +265 +2%
TC
55
TFS Capital
Pennsylvania
$130K -$289K -40,658 -70%
Goldman Sachs
56
Goldman Sachs
New York
$124K -$6.53K -918 -5%
M&T Bank
57
M&T Bank
New York
$122K +$41.3K +5,808 +56%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$111K -$27K -3,797 -20%
IH
59
IFC Holdings
Florida
$111K -$7.71K -1,084 -7%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$87K
CCP
61
Cardan Capital Partners
Colorado
$86K +$81.4K +11,443 New
EAM
62
EULAV Asset Management
Florida
$77K +$72.7K +10,228 New
S
63
SignatureFD
Georgia
$68K
IA
64
IFP Advisors
Florida
$55K -$361K -50,774 -88%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$50K +$9.36K +1,316 +25%
JFA
66
JNBA Financial Advisors
Minnesota
$48K +$45.5K +6,400 New
GT
67
Glenmede Trust
Pennsylvania
$34K
Creative Planning
68
Creative Planning
Kansas
$26K -$52.9K -7,436 -68%
JP Morgan Chase
69
JP Morgan Chase
New York
$23K +$21.3K +3,000 New
NSIM
70
North Star Investment Management
Illinois
$22K
US Bancorp
71
US Bancorp
Minnesota
$19K +$17.7K +2,486 +17,757%
NFG
72
Next Financial Group
Texas
$18K -$12.4K -1,747 -42%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$17K +$15.8K +2,220 New
IWMPD
74
Integrated Wealth Management (Palm Desert)
California
$16K +$363 +51 +2%
AWMS
75
Advocacy Wealth Management Services
Georgia
$9K -$1.78K -250 -17%

AOD Hedge Fund Activity: Q1 2016 in Review

82 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2016, worth a combined $280M — up 2% from $274M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AOD positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 24 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.73M. The largest seller was Curi RMB Capital, cutting an estimated $2.82M.

  • 82 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2016, up from 81 in Q4 2015.
  • Funds reported $280M of abrdn Total Dynamic Dividend Fund stock for Q1 2016, up 2% quarter-over-quarter.
  • 10 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2016 and 9 closed out, a net change of +1 holder.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2016 was 1607 Capital Partners, an estimated $6.73M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2016 was Curi RMB Capital, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2016.