abrdn Total Dynamic Dividend Fund
AOD
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.
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: 125 → 127 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.4M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.83M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$2.48M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.83M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.63M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.99M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.02M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$835K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
126
Global Retirement Partners
San Rafael,
California
| $621 | – | – | – |
|
127
Citigroup
New York
| $161 | – | – | – |
|
128
Invesco
Atlanta,
Georgia
| – | -$247K | -32,621 | Closed |
|
129
Fisher Asset Management
Camas,
Washington
| – | -$116K | -15,405 | Closed |
|
|
OBWG
130
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$83.6K | -11,063 | Closed |
|
|
CF
131
Centaurus Financial
Anaheim,
California
| – | -$82K | -10,864 | Closed |
|
|
OP
132
ORG Partners
Roanoke,
Indiana
| – | -$63.3K | -8,370 | Closed |
|
|
CSPIA
133
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7.56K | -1,000 | Closed |
|
134
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$6.74K | -900 | Closed |
|
135
US Bancorp
Minneapolis,
Minnesota
| – | -$4.26K | -564 | Closed |
|
|
GI
136
Gradient Investments
Arden Hills,
Minnesota
| – | -$756 | -100 | Closed |
|
|
SIS
137
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$529 | -70 | Closed |
|
138
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|
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.