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AOD

abrdn Total Dynamic Dividend Fund

115 hedge funds and large institutions have $344M invested in abrdn Total Dynamic Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

19% more funds holding

Funds holding: 97115 (+18)

14% more capital invested

Capital invested by funds: $301M → $344M (+$42.4M)

0.89% more ownership

Funds ownership: 36.01%36.89% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
115
Holders Change
+18
Holders Change %
+18.56%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
51
FourThought Financial
Florida
$419K +$394K +47,430 New
OA
52
Oxbow Advisors
Texas
$417K -$10.6K -1,280 -3%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$365K -$531 -64 -0.2%
MFW
54
Meristem Family Wealth
Minnesota
$365K
AAS
55
Avantax Advisory Services
Texas
$363K -$98.4K -11,856 -23%
MOS
56
MGO One Seven
Ohio
$359K -$77.5K -9,333 -19%
TFCP
57
Twin Focus Capital Partners
Massachusetts
$331K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$322K +$102K +12,330 +51%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$311K +$258K +31,093 +777%
Walleye Trading
60
Walleye Trading
New York
$287K +$22.1K +2,667 +9%
VCWA
61
Vanguard Capital Wealth Advisors
Colorado
$287K +$268K +32,269 New
CF
62
Centaurus Financial
California
$251K -$11.9K -1,435 -5%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$247K +$232K +27,931 New
Truist Financial
64
Truist Financial
North Carolina
$241K -$1.3K -157 -0.6%
BWM
65
BerganKDV Wealth Management
Minnesota
$223K -$46.7K -5,628 -18%
MIAN
66
Mariner Independent Advisor Network
Kansas
$222K +$209K +25,130 New
WP
67
WealthShield Partners
North Carolina
$175K +$548 +66 +0.3%
MML Investors Services
68
MML Investors Services
Massachusetts
$173K -$239K -28,787 -60%
SCM
69
Saba Capital Management
New York
$173K
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$172K
CL
71
CSS LLC
Illinois
$168K
TWM
72
Titus Wealth Management
California
$168K +$14.3K +1,725 +10%
SP
73
Successful Portfolios
Florida
$154K -$1.21K -146 -0.8%
SWA
74
Sax Wealth Advisors
New Jersey
$154K +$145K +17,420 New
FCI
75
Financial Counselors Inc
Kansas
$152K -$49K -5,900 -26%

AOD Hedge Fund Activity: Q4 2020 in Review

115 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2020, worth a combined $344M — up 14% from $301M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOD positions and 8 closed out — a net gain of 19 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.26M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.08M sold.

  • 115 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $344M of abrdn Total Dynamic Dividend Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2020 and 8 closed out, a net change of +19 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2020 was Wells Fargo, an estimated $5.26M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q4 2020.