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AOD

abrdn Total Dynamic Dividend Fund

140 hedge funds and large institutions have $357M invested in abrdn Total Dynamic Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

4% more funds holding

Funds holding: 134140 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 40.56%40.27% (-0.29%)

8% less capital invested

Capital invested by funds: $389M → $357M (-$31.3M)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
54
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Provenance Wealth Advisors
Florida
$217K -$716K -81,557 -76%
SP
77
Successful Portfolios
Florida
$204K +$343 +39 +0.2%
MOS
78
MGO One Seven
Ohio
$187K +$1.79K +204 +0.9%
KA
79
Kovack Advisors
Florida
$180K -$6.58K -749 -3%
UPS
80
UHLMANN PRICE SECURITIES
Illinois
$175K +$4.05K +461 +2%
MML Investors Services
81
MML Investors Services
Massachusetts
$173K +$11.6K +1,319 +7%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$171K
SBIA
83
Sheaff Brock Investment Advisors
Indiana
$164K
AFG
84
Atomi Financial Group
New York
$163K +$23.2K +2,646 +16%
LFAS
85
Level Four Advisory Services
Texas
$162K +$68.5K +7,798 +68%
SPC
86
Sigma Planning Corp
Michigan
$161K +$50K +5,691 +42%
CWM
87
Centurion Wealth Management
Virginia
$158K
AAS
88
Avantax Advisory Services
Texas
$157K -$2.73K -311 -2%
HWMC
89
Heritage Wealth Management (California)
California
$156K +$1.84K +210 +1%
HA
90
Huntleigh Advisors
Missouri
$149K +$156K +17,743 New
SWA
91
Sax Wealth Advisors
New Jersey
$147K
NFG
92
Nations Financial Group
Iowa
$144K +$9 +1 +0%
OA
93
Oxbow Advisors
Texas
$134K
WA
94
WPG Advisers
Maryland
$127K +$133K +15,158 New
DC
95
Davenport & Co
Virginia
$124K
P
96
&Partners
Tennessee
$118K -$20.2K -2,304 -14%
LCM
97
Landscape Capital Management
New Jersey
$116K +$121K +13,758 New
SWM
98
SeaCrest Wealth Management
New York
$112K +$117K +13,268 New
JWCA
99
J.W. Cole Advisors
Florida
$107K +$1.79K +204 +2%
GWM
100
Geneos Wealth Management
Colorado
$106K +$5.96K +678 +6%

AOD Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2024, worth a combined $357M — down 8.1% from $389M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AOD positions and 10 closed out — a net gain of 9 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $27.5M. The largest seller was Saba Capital Management, cutting an estimated $19.9M.

  • 140 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $357M of abrdn Total Dynamic Dividend Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 19 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $27.5M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2024 was Saba Capital Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.