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AOD

abrdn Total Dynamic Dividend Fund

122 hedge funds and large institutions have $360M invested in abrdn Total Dynamic Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $336M → $360M (+$24.7M)

2.2% more ownership

Funds ownership: 38.46%40.66% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 132122 (-10)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
52
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
NWF Advisory Services
California
$679K -$15.2K -1,850 -2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$675K -$2.6K -317 -0.4%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$673K -$145K -17,665 -18%
HighTower Advisors
54
HighTower Advisors
Illinois
$672K +$61.8K +7,539 +10%
1CP
55
1607 Capital Partners
Virginia
$606K
DAS
56
Diversify Advisory Services
Utah
$604K +$115 +14 +0%
SFS
57
Shaker Financial Services
Virginia
$579K -$136K -16,620 -19%
NA
58
NewEdge Advisors
Louisiana
$573K +$45.5K +5,556 +9%
CIA
59
Capital Investment Advisors
Georgia
$489K +$8.91K +1,087 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$412K +$12.4K +1,509 +3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$409K -$24.7K -3,019 -6%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$401K -$65.5K -8,000 -14%
Calamos Advisors
63
Calamos Advisors
Illinois
$355K +$110K +13,377 +46%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$335K +$216K +26,415 +196%
WI
65
Wintrust Investments
Illinois
$324K +$20.7K +2,522 +7%
VCWA
66
Vanguard Capital Wealth Advisors
Colorado
$283K +$25.9K +3,158 +10%
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$249K +$885 +108 +0.4%
ICMP
68
Integrated Capital Management (Pennsylvania)
Pennsylvania
$232K +$16.4K +1,996 +8%
Lido Advisors
69
Lido Advisors
California
$222K +$33K +4,025 +18%
KA
70
Kovack Advisors
Florida
$211K +$15.9K +1,944 +8%
OAM
71
Occidental Asset Management
California
$211K +$1.61K +197 +0.8%
SP
72
Successful Portfolios
Florida
$204K +$213 +26 +0.1%
CWC
73
Carolinas Wealth Consulting
North Carolina
$200K
CL
74
CSS LLC
Illinois
$197K +$13.1K +1,604 +7%
SCM
75
Sage Capital Management
New Jersey
$188K

AOD Hedge Fund Activity: Q2 2024 in Review

122 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2024, worth a combined $360M — up 7.3% from $336M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AOD and 5 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 52 added.

The largest buyer was Saba Capital Management, adding an estimated $18.2M. The largest seller was Karpus Investment Management, cutting an estimated $2.51M.

  • 122 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2024, down from 132 in Q1 2024.
  • Funds reported $360M of abrdn Total Dynamic Dividend Fund stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 5 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2024 was Saba Capital Management, an estimated $18.2M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2024 was Karpus Investment Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2024.