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AOD

abrdn Total Dynamic Dividend Fund

119 hedge funds and large institutions have $302M invested in abrdn Total Dynamic Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

5% more funds holding

Funds holding: 113119 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 35.58%35.49% (-0.09%)

16% less capital invested

Capital invested by funds: $360M → $302M (-$58M)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
45
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$418K +$450K +51,787 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$386K -$24.1K -2,766 -5%
BWM
53
BerganKDV Wealth Management
Minnesota
$347K +$15K +1,726 +4%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$345K -$2.62K -301 -0.7%
MOS
55
MGO One Seven
Ohio
$307K -$21.6K -2,487 -6%
AAS
56
Avantax Advisory Services
Texas
$300K -$10.4K -1,200 -3%
TWM
57
Titus Wealth Management
California
$295K
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$294K -$33.8K -3,880 -10%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$254K -$113 -13 -0%
AGA
60
Accuvest Global Advisors
Utah
$227K
LSC
61
Logan Stone Capital
Illinois
$221K +$238K +27,400 New
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$218K +$34.7K +3,993 +17%
FF
63
FourThought Financial
Florida
$210K -$2.52K -290 -1%
KAS
64
Kestra Advisory Services
Texas
$183K +$198K +22,706 New
DA
65
Doliver Advisors
Texas
$179K +$193K +22,175 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$166K -$10.4K -1,200 -6%
OA
67
Oxbow Advisors
Texas
$165K
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$163K +$25.6K +2,947 +17%
VCWA
69
Vanguard Capital Wealth Advisors
Colorado
$160K -$64.5K -7,409 -27%
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$157K
SPC
71
Sigma Planning Corp
Michigan
$157K +$478 +55 +0.3%
MML Investors Services
72
MML Investors Services
Massachusetts
$156K +$8.44K +970 +5%
SWM
73
Spire Wealth Management
Virginia
$143K -$101K -11,597 -40%
SWA
74
Sax Wealth Advisors
New Jersey
$141K
CF
75
Centaurus Financial
California
$140K -$39.9K -4,584 -21%

AOD Hedge Fund Activity: Q2 2022 in Review

119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2022, worth a combined $302M — down 16% from $360M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AOD positions and 9 closed out — a net gain of 7 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.5M. The largest seller was 1607 Capital Partners, cutting an estimated $5.26M.

  • 119 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2022, up from 113 in Q1 2022.
  • Funds reported $302M of abrdn Total Dynamic Dividend Fund stock for Q2 2022, down 16% quarter-over-quarter.
  • 16 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2022 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2022 was Morgan Stanley, an estimated $87.5M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2022 was 1607 Capital Partners, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2022.