AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

131 hedge funds and large institutions have $335M invested in abrdn Total Dynamic Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
51
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.08M
2
AA
2
AQR Arbitrage
Connecticut
$9.3M
3
WW
3
Waterfront Wealth
Kansas
$6.42M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$25.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$52.7M
3
1CP
3
1607 Capital Partners
Virginia
$597K
4
ARC
4
Advisor Resource Council
Texas
$253K
5
Cohen & Steers
5
Cohen & Steers
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIWA
51
Prevail Innovative Wealth Advisors
Kansas
$662K +$662K +79,845 New
1CP
52
1607 Capital Partners
Virginia
$597K -$3.73M -450,134 -86%
HighTower Advisors
53
HighTower Advisors
Illinois
$592K +$592K +72,056 New
DAS
54
Diversify Advisory Services
Utah
$583K +$583K +70,792 New
NA
55
NewEdge Advisors
Louisiana
$519K +$46.3K +5,581 +10%
CIA
56
Capital Investment Advisors
Georgia
$473K -$31K -3,739 -6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$461K +$16.6K +2,006 +4%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$429K +$192K +23,113 +81%
RVPG
59
Relative Value Partners Group
$403K +$2.15K +271 +0.5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$393K -$80.4K -9,700 -17%
WI
61
Wintrust Investments
Illinois
$298K +$31.2K +3,773 +12%
VCWA
62
Vanguard Capital Wealth Advisors
Colorado
$253K +$1.74K +210 +0.7%
ARC
63
Advisor Resource Council
Texas
$253K -$2.36M -293,252 -90%
Walleye Capital
64
Walleye Capital
New York
$248K +$56K +6,758 +29%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$244K +$17.6K +2,129 +8%
MOS
66
MGO One Seven
Ohio
$243K -$5.57K -672 -2%
Calamos Advisors
67
Calamos Advisors
Illinois
$239K +$239K +28,779 New
ICMP
68
Integrated Capital Management (Pennsylvania)
Pennsylvania
$212K +$14.5K +1,750 +7%
OAM
69
Occidental Asset Management
California
$206K +$18K +2,174 +10%
CAN
70
Cetera Advisor Networks
California
$204K -$54K -6,515 -21%
SP
71
Successful Portfolios
Florida
$201K -$3.25K -392 -2%
CWC
72
Carolinas Wealth Consulting
North Carolina
$198K – – –
KA
73
Kovack Advisors
Florida
$192K +$3.97K +479 +2%
Fisher Asset Management
74
Fisher Asset Management
Washington
$187K +$187K +22,500 New
Lido Advisors
75
Lido Advisors
California
$185K +$185K +22,375 New
1 2
3
4 5