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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
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$8.9K
US Bancorp
127
US Bancorp
Minnesota
$8.41K
SFCL
128
Strengthening Families & Communities LLC
Massachusetts
$6K +$141 +16 +2%
AssetMark Inc
129
AssetMark Inc
California
$5.76K -$3.57K -406 -37%
KFI
130
Key Financial Inc
Pennsylvania
$5.75K
AAP
131
Arax Advisory Partners
Colorado
$5.69K
MA
132
MCF Advisors
Kentucky
$5.68K +$5.86K +667 New
GWP
133
Gen-Wealth Partners
Michigan
$3.58K
SC
134
Stephens Consulting
Michigan
$3.15K
AA
135
Ancora Advisors
Ohio
$1.56K
NI
136
NCP Inc
California
$841
GRP
137
Global Retirement Partners
California
$656
JP Morgan Chase
138
JP Morgan Chase
New York
$480
Citigroup
139
Citigroup
New York
$168
NS
140
NBC Securities
Alabama
$33 -$47.5K -5,410 -100%
Cohen & Steers
141
Cohen & Steers
New York
-$2.86M -314,474 Closed
Millennium Management
142
Millennium Management
New York
-$930K -102,225 Closed
NAS
143
NWF Advisory Services
California
-$735K -80,739 Closed
IAIM
144
International Assets Investment Management
Florida
-$2.95K -26,845 Closed
PWPS
145
Pinnacle Wealth Planning Services
Ohio
-$228K -25,102 Closed
ARC
146
Advisor Resource Council
Texas
-$209K -22,986 Closed
HF
147
HRT Financial
New York
-$158K -17,449 Closed
CL
148
CSS LLC
Illinois
-$152K -16,741 Closed
SPC
149
Spirepoint Private Client
Florida
-$137K -15,039 Closed
AWM
150
Axxcess Wealth Management
California
-$132K -14,500 Closed

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.