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AOD

abrdn Total Dynamic Dividend Fund

140 hedge funds and large institutions have $357M invested in abrdn Total Dynamic Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

4% more funds holding

Funds holding: 134140 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 40.56%40.27% (-0.29%)

8% less capital invested

Capital invested by funds: $389M → $357M (-$31.3M)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
54
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Summit Financial
New Jersey
$778K +$803K +91,442 New
KAS
52
Kestra Advisory Services
Texas
$764K +$798K +90,834 New
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$748K +$334K +38,000 +75%
QL
54
Quarry LP
New York
$738K +$771K +87,800 New
SFS
55
Shaker Financial Services
Virginia
$688K +$249K +28,340 +54%
NA
56
NewEdge Advisors
Louisiana
$665K +$60.7K +6,908 +10%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$622K -$16.3K -1,860 -2%
1CP
58
1607 Capital Partners
Virginia
$587K -$29K -3,300 -5%
DAS
59
Diversify Advisory Services
Utah
$552K -$23.1K -2,626 -4%
Calamos Advisors
60
Calamos Advisors
Illinois
$512K +$103K +11,710 +24%
AC
61
Almitas Capital
California
$503K +$525K +59,751 New
CIA
62
Capital Investment Advisors
Georgia
$463K -$26.4K -3,000 -5%
QC
63
Quantedge Capital
Singapore
$391K -$867K -98,700 -68%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$385K +$8.42K +959 +2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$364K +$40.1K +4,568 +12%
SCM
66
Sage Capital Management
New Jersey
$357K
VCWA
67
Vanguard Capital Wealth Advisors
Colorado
$316K +$1.6K +182 +0.5%
PMWMG
68
Parr McKnight Wealth Management Group
Minnesota
$300K +$314K +35,720 New
BRWA
69
B. Riley Wealth Advisors
Florida
$295K +$2.61K +297 +0.9%
Truist Financial
70
Truist Financial
North Carolina
$284K -$30K -3,416 -9%
Kovitz Investment Group Partners
71
Kovitz Investment Group Partners
Illinois
$280K +$1.41K +161 +0.5%
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$263K +$15.2K +1,728 +6%
OAM
73
Occidental Asset Management
California
$246K +$16.9K +1,920 +7%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$231K +$106K +12,086 +78%
Lido Advisors
75
Lido Advisors
California
$225K

AOD Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2024, worth a combined $357M — down 8.1% from $389M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AOD positions and 10 closed out — a net gain of 9 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $27.5M. The largest seller was Saba Capital Management, cutting an estimated $19.9M.

  • 140 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $357M of abrdn Total Dynamic Dividend Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 19 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $27.5M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2024 was Saba Capital Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.