We are live on ! Find out more
AOD

abrdn Total Dynamic Dividend Fund

98 hedge funds and large institutions have $297M invested in abrdn Total Dynamic Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

14% more capital invested

Capital invested by funds: $261M → $297M (+$35.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.04% less ownership

Funds ownership: 37.65%36.61% (-1%)

4% less funds holding

Funds holding: 10298 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
41
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$364K -$128K -17,569 -27%
FCI
52
Financial Counselors Inc
Kansas
$351K
WS
53
Wedbush Securities
California
$347K +$444 +61 +0.1%
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$342K +$35.8K +4,925 +12%
MFW
55
Meristem Family Wealth
Minnesota
$318K
AAS
56
Avantax Advisory Services
Texas
$304K +$9.54K +1,311 +3%
TFCP
57
Twin Focus Capital Partners
Massachusetts
$288K +$35.3K +4,850 +15%
VCWA
58
Vanguard Capital Wealth Advisors
Colorado
$278K +$263K +36,168 New
BWM
59
BerganKDV Wealth Management
Minnesota
$263K +$109 +15 +0%
CF
60
Centaurus Financial
California
$234K -$29.3K -4,023 -12%
Truist Financial
61
Truist Financial
North Carolina
$211K +$8.64K +1,187 +5%
IWM
62
IHT Wealth Management
Illinois
$208K -$519K -71,323 -73%
CAN
63
Cetera Advisor Networks
California
$189K +$13.1K +1,800 +8%
Walleye Capital
64
Walleye Capital
New York
$174K -$238K -32,723 -59%
FAAS
65
First Allied Advisory Services
California
$173K +$22.6K +3,101 +16%
M&T Bank
66
M&T Bank
New York
$158K
SCM
67
Saba Capital Management
New York
$150K -$161K -22,172 -53%
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$150K
CL
69
CSS LLC
Illinois
$144K -$36.7K -5,040 -21%
SP
70
Successful Portfolios
Florida
$138K +$153 +21 +0.1%
JPLA
71
Joseph P. Lucia & Associates
New York
$131K
PCP
72
Proficio Capital Partners
Massachusetts
$130K
Citadel Advisors
73
Citadel Advisors
Florida
$123K -$173K -23,823 -60%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$120K +$8.73K +1,200 +8%
TWM
75
Titus Wealth Management
California
$117K +$1.82K +250 +2%

AOD Hedge Fund Activity: Q2 2020 in Review

98 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2020, worth a combined $297M — up 14% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AOD and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 41 added.

The largest buyer was Wells Fargo, adding an estimated $5.99M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.98M.

  • 98 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $297M of abrdn Total Dynamic Dividend Fund stock for Q2 2020, up 14% quarter-over-quarter.
  • 7 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2020 and 10 closed out, a net change of -3 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2020 was Wells Fargo, an estimated $5.99M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2020.