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AOD

abrdn Total Dynamic Dividend Fund

127 hedge funds and large institutions have $389M invested in abrdn Total Dynamic Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $294M → $389M (+$94.5M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

8.8% more ownership

Funds ownership: 36.94%45.74% (+8.8%)

2% more funds holding

Funds holding: 125127 (+2)

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$88.1K
WPA
102
Winning Points Advisors
Florida
$85.8K
CCG
103
Catalina Capital Group
California
$80.8K +$76.5K +10,029 New
CFD
104
Creative Financial Designs
Indiana
$63.5K
HI
105
Harbour Investments
Wisconsin
$58.6K +$641 +84 +1%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$56K -$527 -69 -1%
AWM
107
Atticus Wealth Management
Florida
$49.5K +$252 +33 +0.5%
IA
108
IFP Advisors
Florida
$48.4K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$37.5K -$27.6K -3,610 -44%
NS
110
NBC Securities
Alabama
$32K +$6.67K +874 +27%
GWM
111
Geneos Wealth Management
Colorado
$25.7K -$291K -38,148 -92%
SPIA
112
Steward Partners Investment Advisory
New York
$24.1K
ANBT
113
American National Bank & Trust
Texas
$21.5K +$20.4K +2,668 New
TIM
114
Tortoise Investment Management
New York
$17.6K +$130 +17 +0.8%
LFG
115
Larson Financial Group
Missouri
$8.87K +$8.39K +1,100 New
BWM
116
Baystate Wealth Management
Massachusetts
$8.12K +$7.68K +1,007 New
TJHA
117
Thomas J. Herzfeld Advisors
Florida
$7.63K -$1.15K -150 -14%
HCM
118
Highlander Capital Management
New Jersey
$7.15K
AAP
119
Arax Advisory Partners
Colorado
$5.45K
SFCL
120
Strengthening Families & Communities LLC
Massachusetts
$5.26K +$76 +10 +2%
SC
121
Stephens Consulting
Michigan
$3.02K
AF
122
Allworth Financial
California
$2.42K
AA
123
Ancora Advisors
Ohio
$1.49K
KFI
124
Key Financial Inc
Pennsylvania
$1.45K -$4.77K -625 -78%
JP Morgan Chase
125
JP Morgan Chase
New York
$717 -$215K -28,115 -100%

AOD Hedge Fund Activity: Q4 2023 in Review

127 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2023, worth a combined $389M — up 32% from $294M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOD positions and 11 closed out — a net gain of 4 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Allspring Global Investments, cutting an estimated $2.63M.

  • 127 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $389M of abrdn Total Dynamic Dividend Fund stock for Q4 2023, up 32% quarter-over-quarter.
  • 15 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2023 and 11 closed out, a net change of +4 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2023 was Allspring Global Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2023.