AOD

abrdn Total Dynamic Dividend Fund
AOD

Overview Fund Activity

125 hedge funds and large institutions have $302M invested in abrdn Total Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
55
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.5M
2
KIM
2
Karpus Investment Management
New York
$25.7M
3
LSC
3
Logan Stone Capital
Illinois
$1.71M
4
WAM
4
Wolverine Asset Management
Illinois
$3.33M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$60.1M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.5M
3
Ameriprise
3
Ameriprise
Minnesota
$1.04M
4
1CP
4
1607 Capital Partners
Virginia
$16.1M
5
RVPG
5
Relative Value Partners Group
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$50K +$13.3K +1,629 +36%
AWM
102
Atticus Wealth Management
Florida
$48.6K +$4.31K +533 +10%
TIM
103
Tortoise Investment Management
New York
$17.2K +$242 +30 +1%
BAM
104
Belpointe Asset Management
Nevada
$12.1K – – –
AAS
105
Ameritas Advisory Services
Nebraska
$11.1K +$11.1K +1,357 New
ASN
106
Advisory Services Network
Georgia
$10.1K – – –
CFD
107
Creative Financial Designs
Indiana
$9.5K +$9.5K +1,176 New
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$9.03K – – –
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$8.08K – – –
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$7.27K – – –
JMF
111
Johnson Midwest Financial
Iowa
$6.85K +$186 +23 +3%
KFI
112
Key Financial Inc
Pennsylvania
$6.5K – – –
EWA
113
EverSource Wealth Advisors
Alabama
$5.96K – – –
AAP
114
Arax Advisory Partners
Colorado
$5.46K – – –
BC
115
Barrett & Company
Rhode Island
$4.04K – – –
SC
116
Stephens Consulting
Michigan
$3.03K – – –
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$1.99K +$21 +2,634 +1%
AF
118
Allworth Financial
California
$1.62K +$1.62K +200 New
AA
119
Ancora Advisors
Ohio
$1.5K +$1.5K +185 New
CM
120
Cornerstone Management
Georgia
$1.21K +$1.21K +150 New
GRP
121
Global Retirement Partners
California
$633 -$618K -76,205 -100%
Citigroup
122
Citigroup
New York
$162 – – –
SPIA
123
Steward Partners Investment Advisory
New York
$48 – – –
SFCL
124
Strengthening Families & Communities LLC
Massachusetts
$5 – +17 +3%
PCM
125
Penserra Capital Management
California
– -$9.4M -1,204,748 Closed
2 3 4
5
6