abrdn Total Dynamic Dividend Fund
131 hedge funds and large institutions have $300M invested in abrdn Total Dynamic Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
24% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 37
15% more funds holding
Funds holding: 114 → 131 (+17)
12% more capital invested
Capital invested by funds: $267M → $300M (+$32.5M)
0.9% more ownership
Funds ownership: 35.52% → 36.42% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$12.4M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.34M |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$1.3M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.78M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.52M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$990K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
126
McIlrath & Eck
Arlington,
Washington
| $3.9K | +$3.87K | +500 | New |
|
|
SC
127
Stephens Consulting
Flint,
Michigan
| $2.92K | – | – | – |
|
|
CWP
128
Concord Wealth Partners
Abingdon,
Virginia
| $1.56K | +$1.55K | +200 | New |
|
129
Citigroup
New York
| $156 | – | – | – |
|
|
SPIA
130
Steward Partners Investment Advisory
New York
| $47 | – | – | – |
|
131
Fidelity Investments
Boston,
Massachusetts
| $8 | +$8 | +1 | New |
|
|
CA
132
Cornerstone Advisors
Asheville,
North Carolina
| – | -$1.52M | -212,406 | Closed |
|
|
CCP
133
Clough Capital Partners
Boston,
Massachusetts
| – | -$715K | -100,200 | Closed |
|
|
PFO
134
Pathstone Family Office
Englewood,
New Jersey
| – | -$215K | -30,076 | Closed |
|
|
LNWWM
135
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$132K | -18,506 | Closed |
|
|
SCM
136
SOL Capital Management
Rockville,
Maryland
| – | -$78K | -10,864 | Closed |
|
|
MA
137
MUFG Americas
New York
| – | -$11K | -1,500 | Closed |
|
|
PA
138
Parallel Advisors
San Francisco,
California
| – | -$2K | -250 | Closed |
|
AOD Hedge Fund Activity: Q4 2022 in Review
131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2022, worth a combined $300M — up 12% from $267M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AOD positions and 7 closed out — a net gain of 20 holders — while 46 added to existing stakes and 37 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $8.78M.
- 131 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $300M of abrdn Total Dynamic Dividend Fund stock for Q4 2022, up 12% quarter-over-quarter.
- 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2022 and 7 closed out, a net change of +20 holders.
- The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $12.4M added.
- The largest abrdn Total Dynamic Dividend Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.78M sold.
Based on aggregated 13F filings for Q4 2022.