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AOD

abrdn Total Dynamic Dividend Fund
AOD

134 hedge funds and large institutions have $389M invested in abrdn Total Dynamic Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

10% more funds holding

Funds holding: 122 → 134 (+12)

8% more capital invested

Capital invested by funds: $360M → $389M (+$28.1M)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 40.66% → 40.56% (-0.11%)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
46
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$28.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.31M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5M
4
AGM
Alpine Global Management
New York
+$3.26M
5
SIA
Sit Investment Associates
Minnesota
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$13.8M
2
PCM
Penserra Capital Management
California
-$12.9M
3
CA
Cornerstone Advisors
North Carolina
-$6.58M
4
AA
AQR Arbitrage
Connecticut
-$3.48M
5
WAM
Wolverine Asset Management
Illinois
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
76
UHLMANN PRICE SECURITIES
Illinois
$185K +$177K +20,320 New
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$185K – – –
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$177K – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$176K +$2.17K +249 +1%
AAS
80
Avantax Advisory Services
Texas
$173K +$1.1K +127 +0.7%
CWM
81
Centurion Wealth Management
Virginia
$171K +$164K +18,843 New
HWMC
82
Heritage Wealth Management (California)
California
$166K +$14.3K +1,644 +10%
SWA
83
Sax Wealth Advisors
New Jersey
$159K – – –
HF
84
HRT Financial
New York
$158K +$152K +17,449 New
NFG
85
Nations Financial Group
Iowa
$156K +$9 +1 +0%
AFG
86
Atomi Financial Group
New York
$153K -$1.38K -159 -0.9%
CL
87
CSS LLC
Illinois
$152K -$58.7K -6,740 -29%
P
88
&Partners
Tennessee
$147K +$141K +16,150 New
OA
89
Oxbow Advisors
Texas
$145K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$140K – – –
SPC
91
Spirepoint Private Client
Florida
$137K – – –
DC
92
Davenport & Co
Virginia
$134K -$19.5K -2,244 -13%
AWM
93
Axxcess Wealth Management
California
$132K +$126K +14,500 New
SPC
94
Sigma Planning Corp
Michigan
$122K +$653 +75 +0.6%
JWCA
95
J.W. Cole Advisors
Florida
$113K +$109K +12,472 New
GWM
96
Geneos Wealth Management
Colorado
$108K +$92.2K +10,597 +820%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$105K +$100K +11,531 New
SWM
98
SK Wealth Management
Rhode Island
$105K +$106K +12,140 New
QCIG
99
Quad-Cities Investment Group
Iowa
$103K -$2.66K -306 -3%
Creative Planning
100
Creative Planning
Kansas
$101K -$7.83K -900 -8%
2 3
4
5 6

AOD Hedge Fund Activity: Q3 2024 in Review

134 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2024, worth a combined $389M — up 7.8% from $360M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AOD positions and 10 closed out — a net gain of 12 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $28.1M. The largest seller was Allspring Global Investments, cutting an estimated $13.8M.

  • 134 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2024, up from 122 in Q2 2024.
  • Funds reported $389M of abrdn Total Dynamic Dividend Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 22 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2024 and 10 closed out, a net change of +12 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2024 was Saba Capital Management, an estimated $28.1M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2024 was Allspring Global Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2024.