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AOD

abrdn Total Dynamic Dividend Fund

120 hedge funds and large institutions have $391M invested in abrdn Total Dynamic Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

13% more funds holding

Funds holding: 106120 (+14)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more capital invested

Capital invested by funds: $390M → $391M (+$824K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 38.12%36.3% (-1.8%)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
40
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
51
MGO One Seven
Ohio
$434K +$3.73K +373 +0.9%
PWPS
52
Pinnacle Wealth Planning Services
Ohio
$427K -$5.08K -507 -1%
AAS
53
Avantax Advisory Services
Texas
$423K -$15.8K -1,576 -4%
Truist Financial
54
Truist Financial
North Carolina
$410K +$45.8K +4,574 +13%
NA
55
NewEdge Advisors
Louisiana
$408K +$400K +39,947 New
QC
56
Quantedge Capital
Singapore
$400K -$161K -16,033 -29%
BWM
57
BerganKDV Wealth Management
Minnesota
$390K +$159K +15,906 +71%
AGA
58
Accuvest Global Advisors
Utah
$370K
VCWA
59
Vanguard Capital Wealth Advisors
Colorado
$369K -$8.81K -880 -2%
Walleye Capital
60
Walleye Capital
New York
$347K -$547K -54,590 -62%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$307K +$18.3K +1,823 +6%
MGAM
62
McGowan Group Asset Management
Texas
$301K +$19.1K +1,912 +7%
SWM
63
Spire Wealth Management
Virginia
$300K +$50 +5 +0%
CAN
64
Cetera Advisor Networks
California
$299K +$146K +14,592 +100%
FF
65
FourThought Financial
Florida
$268K
SCM
66
Segantii Capital Management
Hong Kong
$263K +$257K +25,700 New
CF
67
Centaurus Financial
California
$245K -$31.1K -3,103 -11%
ICMP
68
Integrated Capital Management (Pennsylvania)
Pennsylvania
$231K +$25.2K +2,520 +13%
IWC
69
Integrated Wealth Concepts
Massachusetts
$222K -$1.25K -125 -0.6%
HF
70
HRT Financial
New York
$209K +$205K +20,482 New
OA
71
Oxbow Advisors
Texas
$208K -$105K -10,515 -34%
SBIA
72
Sheaff Brock Investment Advisors
Indiana
$199K
SPC
73
Sigma Planning Corp
Michigan
$198K -$21.3K -2,130 -10%
SWA
74
Sax Wealth Advisors
New Jersey
$178K
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$176K +$31.7K +3,162 +22%

AOD Hedge Fund Activity: Q4 2021 in Review

120 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2021, worth a combined $391M — up 0.21% from $390M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AOD positions and 10 closed out — a net gain of 15 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Advisor Resource Council, adding an estimated $3.09M. The largest seller was Wells Fargo, cutting an estimated $63.2M.

  • 120 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $391M of abrdn Total Dynamic Dividend Fund stock for Q4 2021, up 0.21% quarter-over-quarter.
  • 25 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2021 and 10 closed out, a net change of +15 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2021 was Advisor Resource Council, an estimated $3.09M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2021 was Wells Fargo, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2021.