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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
MCM
101
MAI Capital Management
Ohio
$104K +$109K +12,408 New
SWM
102
SK Wealth Management
Rhode Island
$102K
SPIA
103
Steward Partners Investment Advisory
New York
$102K +$36.3K +4,135 +52%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$101K +$4.02K +458 +4%
QCIG
105
Quad-Cities Investment Group
Iowa
$96.7K +$1.14K +130 +1%
OL
106
one8zero8 LLC
North Carolina
$96.7K +$101K +11,500 New
OBGC
107
O'Brien Greene & Co
Pennsylvania
$95.4K +$99.7K +11,348 New
Creative Planning
108
Creative Planning
Kansas
$93.2K
FCI
109
Financial Counselors Inc
Kansas
$91.9K
RG
110
Rathbones Group
United Kingdom
$91.7K
MC
111
Moors & Cabot
Massachusetts
$91.6K +$95.7K +10,894 New
CCG
112
Catalina Capital Group
California
$84.5K
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$79.6K +$53.2K +6,053 +178%
HI
114
Harbour Investments
Wisconsin
$79.1K +$8.92K +1,015 +12%
IA
115
IFP Advisors
Florida
$79K +$23.7K +2,700 +40%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$76K -$1.51K -172 -2%
OP
117
ORG Partners
Indiana
$50.9K
CFD
118
Creative Financial Designs
Indiana
$46.8K
AWM
119
Atticus Wealth Management
Florida
$44.9K
Comerica Bank
120
Comerica Bank
Texas
$33.2K +$1.11K +126 +3%
AF
121
Allworth Financial
California
$30.6K +$28.1K +3,200 +1,067%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$30.1K
WI
123
Wintrust Investments
Illinois
$29K -$817 -93 -3%
TIM
124
Tortoise Investment Management
New York
$19.4K +$246 +28 +1%
CA
125
CoreCap Advisors
Michigan
$9.22K +$220 +25 +2%

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.