We are live on ! Find out more
AOD

abrdn Total Dynamic Dividend Fund

76 hedge funds and large institutions have $202M invested in abrdn Total Dynamic Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

10.61% more ownership

Funds ownership: 9.8%20.4% (+11%)

2% more capital invested

Capital invested by funds: $199M → $202M (+$3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 8176 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
26
Reduced
17
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$31.8M +$5.07M +608,826 +19%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M +$2.32M +278,678 +10%
RCM
3
Rivernorth Capital Management
Florida
$16.1M +$85.7K +10,299 +0.5%
Wells Fargo
4
Wells Fargo
California
$15.2M +$2.4M +288,211 +19%
CA
5
Cornerstone Advisors
North Carolina
$11.9M +$128K +15,381 +1%
HCM
6
Hilton Capital Management
New York
$11.7M
PPA
7
Parametric Portfolio Associates
Washington
$10.3M +$461K +55,322 +5%
RJA
8
Raymond James & Associates
Florida
$8.56M +$7.65M +918,838 +908%
U
9
UBS
Switzerland
$6.52M +$4.01M +481,205 +163%
BI
10
Bulldog Investors
New Jersey
$5.54M -$17 -2 -0%
Invesco
11
Invesco
Georgia
$5.21M +$1.36M +163,692 +36%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$4.97M +$66.1K +7,934 +1%
RCM
13
Robinson Capital Management
Michigan
$4.81M +$1.64M +196,798 +52%
NCM
14
Newgate Capital Management
Connecticut
$4.32M -$7.24M -869,099 -63%
AWCI
15
Alpine Woods Capital Investors
New York
$3.74M +$470K +56,412 +15%
SG Americas Securities
16
SG Americas Securities
New York
$3.65M -$2.56M -307,023 -41%
Cohen & Steers
17
Cohen & Steers
New York
$3.38M +$3.35M +402,535 New
GC
18
Guggenheim Capital
Illinois
$2.93M -$1.12M -134,018 -28%
Stifel Financial
19
Stifel Financial
Missouri
$1.98M +$1.96M +235,623 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.88M +$343K +41,153 +23%
DA
21
Doliver Advisors
Texas
$1.85M +$687K +82,489 +60%
MM
22
Midas Management
New York
$1.68M
TC
23
TFS Capital
Pennsylvania
$1.6M +$197K +23,723 +14%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.53M +$1.52M +182,644 New
LPL Financial
25
LPL Financial
California
$1.52M +$10.7K +1,291 +0.7%

AOD Hedge Fund Activity: Q1 2014 in Review

76 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2014, worth a combined $202M — up 1.5% from $199M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of AOD and 19 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was Raymond James & Associates, adding an estimated $7.65M. The largest seller was Newgate Capital Management, cutting an estimated $7.24M.

  • 76 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2014, down from 81 in Q4 2013.
  • Funds reported $202M of abrdn Total Dynamic Dividend Fund stock for Q1 2014, up 1.5% quarter-over-quarter.
  • 19 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2014 and 24 closed out, a net change of -5 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2014 was Raymond James & Associates, an estimated $7.65M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2014 was Newgate Capital Management, an estimated $7.24M sold.

Based on aggregated 13F filings for Q1 2014.