AOD

abrdn Total Dynamic Dividend Fund

126 hedge funds and large institutions have $388M invested in abrdn Total Dynamic Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
76
Occidental Asset Management
California
$183K -$306 -38 -0.2%
SCM
77
Sage Capital Management
New Jersey
$180K +$180K +22,300 New
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$157K
CWM
79
Centurion Wealth Management
Virginia
$152K -$19.6K -2,435 -11%
SWM
80
Spire Wealth Management
Virginia
$150K -$19.4K -2,435 -11%
CCM
81
Coldstream Capital Management
Washington
$148K +$4.37K +542 +3%
MML Investors Services
82
MML Investors Services
Massachusetts
$146K +$3.7K +460 +3%
CAS
83
CTC Alternative Strategies
Illinois
$145K +$145K +18,040 New
JWCA
84
J.W. Cole Advisors
Florida
$145K +$19.1K +2,364 +15%
SWA
85
Sax Wealth Advisors
New Jersey
$140K
NFG
86
Nations Financial Group
Iowa
$138K +$8 +1 +0%
DC
87
Davenport & Co
Virginia
$137K
OA
88
Oxbow Advisors
Texas
$128K
Creative Planning
89
Creative Planning
Kansas
$124K -$71.4K -8,853 -36%
Truist Financial
90
Truist Financial
North Carolina
$113K +$395 +49 +0.3%
VF
91
Virtu Financial
New York
$113K +$113K +14,009 New
HWMC
92
Heritage Wealth Management (California)
California
$109K +$109K +13,484 New
KAS
93
Kestra Advisory Services
Texas
$108K +$108K +13,355 New
Nomura Holdings
94
Nomura Holdings
Japan
$93.6K +$93.6K +11,612 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$93K -$9.9K -1,228 -10%
AFG
96
Atomi Financial Group
New York
$92.5K
AAS
97
Avantax Advisory Services
Texas
$92.4K +$92.4K +11,465 New
QCIG
98
Quad-Cities Investment Group
Iowa
$91.6K +$91.6K +11,407 New
Comerica Bank
99
Comerica Bank
Texas
$90.2K +$2.7K +335 +3%
FCI
100
Financial Counselors Inc
Kansas
$88.1K