AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

131 hedge funds and large institutions have $335M invested in abrdn Total Dynamic Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
51
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.08M
2
AA
2
AQR Arbitrage
Connecticut
$9.3M
3
WW
3
Waterfront Wealth
Kansas
$6.42M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$18.9M
5
Wells Fargo
5
Wells Fargo
California
$25.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$52.7M
3
1CP
3
1607 Capital Partners
Virginia
$597K
4
ARC
4
Advisor Resource Council
Texas
$253K
5
Cohen & Steers
5
Cohen & Steers
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Sage Capital Management
New Jersey
$185K – – –
CL
77
CSS LLC
Illinois
$181K +$181K +21,877 New
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$168K +$168K +20,278 New
SBIA
79
Sheaff Brock Investment Advisors
Indiana
$161K -$33 -4 -0%
HWMC
80
Heritage Wealth Management (California)
California
$157K +$45.2K +5,458 +40%
SWM
81
Spire Wealth Management
Virginia
$156K – – –
CWM
82
Centurion Wealth Management
Virginia
$156K – – –
MML Investors Services
83
MML Investors Services
Massachusetts
$154K +$3.23K +389 +2%
COLIM
84
City of London Investment Management
United Kingdom
$146K +$146K +17,606 New
SWA
85
Sax Wealth Advisors
New Jersey
$144K – – –
NFG
86
Nations Financial Group
Iowa
$142K +$8 +1 +0%
DC
87
Davenport & Co
Virginia
$141K +$133 +16 +0.1%
FSI
88
Flow State Investments
Illinois
$136K +$136K +16,462 New
OA
89
Oxbow Advisors
Texas
$132K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$128K +$128K +15,400 New
SPC
91
Spirepoint Private Client
Florida
$126K +$126K +15,239 New
CA
92
Cetera Advisors
Colorado
$126K +$126K +15,179 New
Truist Financial
93
Truist Financial
North Carolina
$116K -$713 -86 -0.6%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$111K +$111K +13,449 New
SPC
95
Sigma Planning Corp
Michigan
$109K +$109K +13,180 New
AAS
96
Avantax Advisory Services
Texas
$104K +$8.91K +1,075 +9%
Comerica Bank
97
Comerica Bank
Texas
$98.4K +$5.62K +678 +6%
AFG
98
Atomi Financial Group
New York
$97.7K +$2.52K +304 +3%
QCIG
99
Quad-Cities Investment Group
Iowa
$95.8K +$1.21K +146 +1%
Creative Planning
100
Creative Planning
Kansas
$91.8K -$36.1K -4,356 -28%
2 3
4
5 6