abrdn Total Dynamic Dividend Fund
AOD
124 hedge funds and large institutions have $311M invested in abrdn Total Dynamic Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 14 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
3% more capital invested
Capital invested by funds: $302M → $311M (+$8.26M)
0.07% less ownership
Funds ownership: 35.74% → 35.67% (-0.07%)
2% less funds holding
Funds holding: 126 → 124 (-2)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.46M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.31M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$876K |
| 5 |
Morgan Stanley
New York
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.33M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.22M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$401K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
126
Shaker Financial Services
Arlington,
Virginia
| – | -$1.5M | -185,738 | Closed |
|
127
Millennium Management
New York
| – | -$282K | -34,886 | Closed |
|
|
FFP
128
FourThought Financial Partners
Venice,
Florida
| – | -$201K | -24,895 | Closed |
|
|
ARC
129
Advisor Resource Council
Dallas,
Texas
| – | -$155K | -19,031 | Closed |
|
130
Lido Advisors
Los Angeles,
California
| – | -$132K | -16,352 | Closed |
|
|
SPC
131
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$117K | -14,481 | Closed |
|
132
Creative Planning
Overland Park,
Kansas
| – | -$97.8K | -12,110 | Closed |
|
133
Citadel Advisors
Miami,
Florida
| – | -$88.8K | -10,986 | Closed |
|
|
BWA
134
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$57.5K | -7,114 | Closed |
|
|
BAM
135
Belpointe Asset Management
Reno,
Nevada
| – | -$12.1K | -1,500 | Closed |
|
|
AAS
136
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$11.1K | -1,357 | Closed |
|
|
ASN
137
Advisory Services Network
Atlanta,
Georgia
| – | -$10.1K | -1,250 | Closed |
|
|
CM
138
Cornerstone Management
Duluth,
Georgia
| – | -$1.21K | -150 | Closed |
|
AOD Hedge Fund Activity: Q2 2023 in Review
124 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2023, worth a combined $311M — up 2.7% from $302M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AOD and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 48 added.
The largest buyer was Almitas Capital, opening a new position worth an estimated $2.28M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $3.33M sold.
- 124 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2023, down from 126 in Q1 2023.
- Funds reported $311M of abrdn Total Dynamic Dividend Fund stock for Q2 2023, up 2.7% quarter-over-quarter.
- 12 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2023 and 14 closed out, a net change of -2 holders.
- The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2023 was Almitas Capital, an estimated $2.28M added.
- The largest abrdn Total Dynamic Dividend Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $3.33M sold.
Based on aggregated 13F filings for Q2 2023.