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AOD

abrdn Total Dynamic Dividend Fund
AOD

131 hedge funds and large institutions have $300M invested in abrdn Total Dynamic Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

15% more funds holding

Funds holding: 114 → 131 (+17)

12% more capital invested

Capital invested by funds: $267M → $300M (+$32.5M)

0.9% more ownership

Funds ownership: 35.52% → 36.42% (+0.9%)

Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
46
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.4M
2
KIM
Karpus Investment Management
New York
+$4M
3
Ameriprise
Ameriprise
Minnesota
+$1.34M
4
WW
Waterfront Wealth
Kansas
+$1.3M
5
PCM
Penserra Capital Management
California
+$837K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.78M
2
1CP
1607 Capital Partners
Virginia
-$2.02M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
CA
Cornerstone Advisors
North Carolina
-$1.52M
5
WAM
Wolverine Asset Management
Illinois
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$481K +$77.8K +10,064 +20%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$468K – – –
AGA
53
Accuvest Global Advisors
Utah
$439K +$218K +28,153 +100%
EC
54
Elequin Capital
New York
$436K +$432K +55,885 New
NA
55
NewEdge Advisors
Louisiana
$423K +$5K +647 +1%
IWM
56
IHT Wealth Management
Illinois
$375K -$23.2K -3,000 -6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$354K -$19.3K -2,500 -5%
SCM
58
Saba Capital Management
New York
$344K +$341K +44,115 New
BWM
59
BerganKDV Wealth Management
Minnesota
$343K +$17.2K +2,228 +5%
WAM
60
Weiss Asset Management
Massachusetts
$333K +$330K +42,727 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$282K +$127K +16,485 +84%
AAS
62
Avantax Advisory Services
Texas
$256K -$23.2K -3,000 -8%
ICMP
63
Integrated Capital Management (Pennsylvania)
Pennsylvania
$216K -$13.5K -1,748 -6%
MOS
64
MGO One Seven
Ohio
$204K -$77K -9,963 -28%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$201K -$71.2K -9,203 -26%
FFP
66
FourThought Financial Partners
Florida
$201K +$199K +25,770 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$199K -$5.8K -750 -3%
GWM
68
Geneos Wealth Management
Colorado
$181K +$71.6K +9,262 +66%
MML Investors Services
69
MML Investors Services
Massachusetts
$173K +$595 +77 +0.3%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$153K -$113K -14,595 -43%
SBIA
71
Sheaff Brock Investment Advisors
Indiana
$152K – – –
IAIM
72
International Assets Investment Management
Florida
$151K +$150K +19,340 New
Truist Financial
73
Truist Financial
North Carolina
$143K +$49.3K +6,376 +53%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$139K +$138K +17,882 New
SWA
75
Sax Wealth Advisors
New Jersey
$136K – – –
1 2
3
4 5

AOD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2022, worth a combined $300M — up 12% from $267M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOD positions and 7 closed out — a net gain of 20 holders — while 46 added to existing stakes and 37 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $8.78M.

  • 131 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of abrdn Total Dynamic Dividend Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2022 and 7 closed out, a net change of +20 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $12.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.