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AOD

abrdn Total Dynamic Dividend Fund

127 hedge funds and large institutions have $389M 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, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $294M → $389M (+$94.5M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

8.8% more ownership

Funds ownership: 36.94%45.74% (+8.8%)

2% more funds holding

Funds holding: 125127 (+2)

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% 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
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$183K +$55.4K +7,257 +47%
OAM
77
Occidental Asset Management
California
$183K -$290 -38 -0.2%
SCM
78
Sage Capital Management
New Jersey
$180K +$170K +22,300 New
SBIA
79
Sheaff Brock Investment Advisors
Indiana
$157K
CWM
80
Centurion Wealth Management
Virginia
$152K -$18.6K -2,435 -11%
SWM
81
Spire Wealth Management
Virginia
$150K -$18.6K -2,435 -11%
CCM
82
Coldstream Capital Management
Washington
$148K +$4.14K +542 +3%
MML Investors Services
83
MML Investors Services
Massachusetts
$146K +$3.51K +460 +3%
CAS
84
CTC Alternative Strategies
Illinois
$145K +$138K +18,040 New
JWCA
85
J.W. Cole Advisors
Florida
$145K +$18K +2,364 +15%
SWA
86
Sax Wealth Advisors
New Jersey
$140K
NFG
87
Nations Financial Group
Iowa
$138K +$8 +1 +0%
DC
88
Davenport & Co
Virginia
$137K
OA
89
Oxbow Advisors
Texas
$128K
Creative Planning
90
Creative Planning
Kansas
$124K -$67.6K -8,853 -36%
Truist Financial
91
Truist Financial
North Carolina
$113K +$374 +49 +0.3%
VF
92
Virtu Financial
New York
$113K +$107K +14,009 New
HWMC
93
Heritage Wealth Management (California)
California
$109K +$103K +13,484 New
KAS
94
Kestra Advisory Services
Texas
$108K +$102K +13,355 New
Nomura Holdings
95
Nomura Holdings
Japan
$93.6K +$88.6K +11,612 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$93K -$9.37K -1,228 -10%
AFG
97
Atomi Financial Group
New York
$92.5K
AAS
98
Avantax Advisory Services
Texas
$92.4K +$87.5K +11,465 New
QCIG
99
Quad-Cities Investment Group
Iowa
$91.6K +$87.1K +11,407 New
Comerica Bank
100
Comerica Bank
Texas
$90.2K +$2.56K +335 +3%

AOD Hedge Fund Activity: Q4 2023 in Review

127 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2023, worth a combined $389M — up 32% from $294M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOD positions and 11 closed out — a net gain of 4 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Allspring Global Investments, cutting an estimated $2.63M.

  • 127 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $389M of abrdn Total Dynamic Dividend Fund stock for Q4 2023, up 32% quarter-over-quarter.
  • 15 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2023 and 11 closed out, a net change of +4 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2023 was Allspring Global Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2023.