AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

125 hedge funds and large institutions have $302M invested in abrdn Total Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
55
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.5M
2
KIM
2
Karpus Investment Management
New York
$25.7M
3
LSC
3
Logan Stone Capital
Illinois
$1.71M
4
WAM
4
Wolverine Asset Management
Illinois
$3.33M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$60.1M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.5M
3
Ameriprise
3
Ameriprise
Minnesota
$1.04M
4
1CP
4
1607 Capital Partners
Virginia
$16.1M
5
RVPG
5
Relative Value Partners Group
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$416K +$28.3K +3,500 +7%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$366K – – –
SCM
53
Saba Capital Management
New York
$356K – – –
DWP
54
Daymark Wealth Partners
Ohio
$324K +$235K +29,090 +265%
AAS
55
Avantax Advisory Services
Texas
$296K +$30.7K +3,805 +12%
Millennium Management
56
Millennium Management
New York
$282K +$282K +34,886 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$265K -$27K -3,347 -9%
BWM
58
BerganKDV Wealth Management
Minnesota
$262K -$93.8K -11,609 -26%
MOS
59
MGO One Seven
Ohio
$237K +$26.1K +3,234 +12%
AGA
60
Accuvest Global Advisors
Utah
$227K -$227K -28,153 -50%
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$224K +$15.8K +1,950 +8%
VCWA
62
Vanguard Capital Wealth Advisors
Colorado
$218K +$89.7K +11,103 +70%
EC
63
Elequin Capital
New York
$212K -$239K -29,638 -53%
IWC
64
Integrated Wealth Concepts
Massachusetts
$206K – – –
FFP
65
FourThought Financial Partners
Florida
$201K -$7.07K -875 -3%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$171K +$64.3K +7,961 +60%
IAIM
67
International Assets Investment Management
Florida
$170K +$13.2K +1,639 +8%
OAM
68
Occidental Asset Management
California
$169K +$30.7K +3,797 +22%
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$157K – – –
ARC
70
Advisor Resource Council
Texas
$155K +$155K +19,031 New
SWA
71
Sax Wealth Advisors
New Jersey
$141K – – –
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$139K +$4.94K +614 +4%
CCM
73
Coldstream Capital Management
Washington
$138K +$3.55K +439 +3%
DC
74
Davenport & Co
Virginia
$137K – – –
FCI
75
Financial Counselors Inc
Kansas
$136K -$1.62K -200 -1%
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3
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