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AOD

abrdn Total Dynamic Dividend Fund

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: 122134 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$100K +$99.5K +11,434 New
FCI
102
Financial Counselors Inc
Kansas
$99.5K
RG
103
Rathbones Group
United Kingdom
$99.2K +$94.9K +10,900 New
CCG
104
Catalina Capital Group
California
$91.4K +$139 +16 +0.2%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$83K +$12.2K +1,398 +18%
WPA
106
Winning Points Advisors
Florida
$80.5K +$92.7K +10,650 New
HI
107
Harbour Investments
Wisconsin
$76.4K +$157 +18 +0.2%
SPIA
108
Steward Partners Investment Advisory
New York
$72.4K +$15.2K +1,750 +28%
IA
109
IFP Advisors
Florida
$60.9K +$5.96K +685 +11%
OP
110
ORG Partners
Indiana
$55.1K -$20.2K -2,320 -28%
CFD
111
Creative Financial Designs
Indiana
$50.7K
NS
112
NBC Securities
Alabama
$49K +$1.33K +153 +3%
AWM
113
Atticus Wealth Management
Florida
$48.6K
Comerica Bank
114
Comerica Bank
Texas
$34.8K -$30.7K -3,531 -48%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$32.6K -$19.1K -2,197 -38%
WI
116
Wintrust Investments
Illinois
$32K -$304K -34,935 -91%
TSMHT
117
Thurston Springer Miller Herd & Titak
Indiana
$31K +$29.7K +3,410 New
TIM
118
Tortoise Investment Management
New York
$20.8K +$305 +35 +2%
AssetMark Inc
119
AssetMark Inc
California
$9.93K +$3.53K +406 +59%
CA
120
CoreCap Advisors
Michigan
$9.75K -$8.77K -1,008 -48%
TJHA
121
Thomas J. Herzfeld Advisors
Florida
$9.63K +$966 +111 +12%
US Bancorp
122
US Bancorp
Minnesota
$9.1K +$8.7K +1,000 New
SFCL
123
Strengthening Families & Communities LLC
Massachusetts
$6.42K +$174 +20 +3%
KFI
124
Key Financial Inc
Pennsylvania
$6.22K +$4.39K +504 +280%
AAP
125
Arax Advisory Partners
Colorado
$6.15K

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.