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AOD

abrdn Total Dynamic Dividend Fund

127 hedge funds and large institutions have $389M invested in abrdn Total Dynamic Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $294M → $389M (+$94.5M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

8.8% more ownership

Funds ownership: 36.94%45.74% (+8.8%)

2% more funds holding

Funds holding: 125127 (+2)

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stolper & Co
Oklahoma
$720K +$20.1K +2,634 +3%
NAS
52
NWF Advisory Services
California
$685K -$22.9K -3,000 -3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$664K +$473 +62 +0.1%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$649K +$8.77K +1,149 +1%
SFS
55
Shaker Financial Services
Virginia
$642K +$461K +60,457 +324%
DI
56
DFPG Investments
Utah
$553K -$187K -24,495 -26%
CIA
57
Capital Investment Advisors
Georgia
$490K +$198 +26 +0%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$460K +$60.6K +7,939 +16%
NA
59
NewEdge Advisors
Louisiana
$452K +$3.81K +499 +0.9%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$432K
RVPG
61
Relative Value Partners Group
$408K +$2.21K +289 +0.6%
SCM
62
Saba Capital Management
New York
$356K
WI
63
Wintrust Investments
Illinois
$260K -$10.3K -1,355 -4%
CAN
64
Cetera Advisor Networks
California
$251K +$31.2K +4,083 +15%
VCWA
65
Vanguard Capital Wealth Advisors
Colorado
$244K +$19.5K +2,558 +9%
MOS
66
MGO One Seven
Ohio
$242K -$8.33K -1,092 -4%
IC
67
IEQ Capital
California
$240K -$295K -38,614 -56%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$230K -$16.6K -2,174 -7%
AGA
69
Accuvest Global Advisors
Utah
$227K
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$220K +$2.48K +325 +1%
SP
71
Successful Portfolios
Florida
$198K +$84.1K +11,026 +81%
CWC
72
Carolinas Wealth Consulting
North Carolina
$193K
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$192K -$18.8K -2,459 -9%
Walleye Capital
74
Walleye Capital
New York
$186K -$44.1K -5,779 -20%
EC
75
Elequin Capital
New York
$185K -$95.4K -12,495 -35%

AOD Hedge Fund Activity: Q4 2023 in Review

127 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2023, worth a combined $389M — up 32% from $294M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOD positions and 11 closed out — a net gain of 4 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Allspring Global Investments, cutting an estimated $2.63M.

  • 127 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $389M of abrdn Total Dynamic Dividend Fund stock for Q4 2023, up 32% quarter-over-quarter.
  • 15 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2023 and 11 closed out, a net change of +4 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2023 was Allspring Global Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2023.