abrdn Total Dynamic Dividend Fund
126 hedge funds and large institutions have $302M invested in abrdn Total Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 18 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
1% more capital invested
Capital invested by funds: $300M → $302M (+$2.68M)
0.68% less ownership
Funds ownership: 36.42% → 35.74% (-0.68%)
4% less funds holding
Funds holding: 131 → 126 (-5)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.69M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.06M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$947K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$878K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$9.4M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.41M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.37M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.16M |
| 5 |
RVPG
Relative Value Partners Group
|
-$1.05M |
AOD Hedge Fund Activity: Q1 2023 in Review
126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2023, worth a combined $302M — up 0.89% from $300M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AOD and 14 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 55 added.
The largest buyer was Morgan Stanley, adding an estimated $3.69M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $9.4M sold.
- 126 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2023, down from 131 in Q4 2022.
- Funds reported $302M of abrdn Total Dynamic Dividend Fund stock for Q1 2023, up 0.89% quarter-over-quarter.
- 14 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2023 and 18 closed out, a net change of -4 holders.
- The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2023 was Morgan Stanley, an estimated $3.69M added.
- The largest abrdn Total Dynamic Dividend Fund seller in Q1 2023 was Penserra Capital Management, an estimated $9.4M sold.
Based on aggregated 13F filings for Q1 2023.