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AOD

abrdn Total Dynamic Dividend Fund

115 hedge funds and large institutions have $344M invested in abrdn Total Dynamic Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

19% more funds holding

Funds holding: 97115 (+18)

14% more capital invested

Capital invested by funds: $301M → $344M (+$42.4M)

0.89% more ownership

Funds ownership: 36.01%36.89% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
115
Holders Change
+18
Holders Change %
+18.56%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
37
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
101
Atlas Private Wealth Advisors
New Jersey
$9K
NFG
102
Next Financial Group
Texas
$8K
SFS
103
Sowell Financial Services
Arkansas
$6K -$17 -2 -0.3%
WT
104
Whittier Trust
California
$6K
WLPWM
105
Walled Lake Planning & Wealth Management
Illinois
$5K -$4.13K -498 -49%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$5K
APA
107
American Portfolios Advisors
New York
$4.42K
CFGS
108
Concourse Financial Group Securities
Alabama
$3K
IAIM
109
International Assets Investment Management
Florida
$3K +$2.54K +306 New
KFI
110
Key Financial Inc
Pennsylvania
$2K +$1.49K +180 New
PA
111
Parallel Advisors
California
$2K +$2.08K +250 New
PFO
112
Pathstone Family Office
New Jersey
$1K
Walleye Capital
113
Walleye Capital
New York
$628 +$22.4K +2,694 +4%
RCM
114
Rivernorth Capital Management
Florida
-$7.08M -892,085 Closed
CAN
115
Claraphi Advisory Network
United States
-$1.56M -196,184 Closed
AWCI
116
Alpine Woods Capital Investors
New York
-$633K -79,747 Closed
JWCA
117
J.W. Cole Advisors
Florida
-$199K -25,063 Closed
PCP
118
Proficio Capital Partners
Massachusetts
-$134K -16,880 Closed
CAN
119
Cetera Advisor Networks
California
-$99K -12,431 Closed
WI
120
Wintrust Investments
Illinois
-$89K -11,146 Closed
NFSG
121
Newbridge Financial Services Group
Florida
-$9K -1,078 Closed
IA
122
Inspire Advisors
Idaho
+$141 +17 New

AOD Hedge Fund Activity: Q4 2020 in Review

115 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2020, worth a combined $344M — up 14% from $301M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOD positions and 8 closed out — a net gain of 19 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.26M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.08M sold.

  • 115 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $344M of abrdn Total Dynamic Dividend Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2020 and 8 closed out, a net change of +19 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2020 was Wells Fargo, an estimated $5.26M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q4 2020.