AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

133 hedge funds and large institutions have $388M invested in abrdn Total Dynamic Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
45
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$56.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$92.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$27.1M
4
AGM
4
Alpine Global Management
New York
$3.41M
5
SIA
5
Sit Investment Associates
Minnesota
$1.67M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$42.8M
2
PCM
2
Penserra Capital Management
California
$0
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
AA
4
AQR Arbitrage
Connecticut
$7.58M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
51
1607 Capital Partners
Virginia
$665K +$9.1K +1,000 +1%
NA
52
NewEdge Advisors
Louisiana
$656K +$36.7K +4,038 +6%
DAS
53
Diversify Advisory Services
Utah
$613K -$26.5K -2,930 -4%
CIA
54
Capital Investment Advisors
Georgia
$529K – – –
SFS
55
Shaker Financial Services
Virginia
$478K -$148K -16,275 -24%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$464K +$464K +51,000 New
Calamos Advisors
57
Calamos Advisors
Illinois
$448K +$63.9K +7,026 +17%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$433K – – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$408K -$37.6K -4,135 -8%
SCM
60
Sage Capital Management
New Jersey
$387K +$184K +20,200 +91%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$352K -$91K -9,999 -21%
VCWA
62
Vanguard Capital Wealth Advisors
Colorado
$340K +$33.9K +3,724 +11%
Truist Financial
63
Truist Financial
North Carolina
$338K +$338K +37,135 New
AIA
64
Absolute Investment Advisers
Florida
$315K +$315K +34,600 New
BRWA
65
B. Riley Wealth Advisors
Florida
$310K -$684K -75,705 -69%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$301K +$301K +33,086 New
ICMP
67
Integrated Capital Management (Pennsylvania)
Pennsylvania
$269K +$17.7K +1,948 +7%
OAM
68
Occidental Asset Management
California
$248K +$20.3K +2,226 +9%
Lido Advisors
69
Lido Advisors
California
$240K – – –
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$228K -$40.7K -4,472 -15%
SP
71
Successful Portfolios
Florida
$221K +$309 +34 +0.1%
ARC
72
Advisor Resource Council
Texas
$209K +$209K +22,986 New
KA
73
Kovack Advisors
Florida
$201K -$27.7K -3,048 -12%
MOS
74
MGO One Seven
Ohio
$201K +$17.1K +1,879 +9%
UPS
75
UHLMANN PRICE SECURITIES
Illinois
$185K +$185K +20,320 New
1 2
3
4 5