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AOD

abrdn Total Dynamic Dividend Fund

75 hedge funds and large institutions have $279M invested in abrdn Total Dynamic Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

24% more capital invested

Capital invested by funds: $226M → $279M (+$53.4M)

10% more funds holding

Funds holding: 6875 (+7)

4.83% more ownership

Funds ownership: 23.32%28.15% (+4.8%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
25
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$45.2M +$3.2M +357,018 +7%
Morgan Stanley
2
Morgan Stanley
New York
$29.3M -$6.31M -703,647 -17%
AAM
3
Advisors Asset Management
Colorado
$27.6M +$28.7M +3,194,988 New
Wells Fargo
4
Wells Fargo
California
$23.9M +$1.96M +218,277 +9%
PPA
5
Parametric Portfolio Associates
Washington
$23.8M +$2.95M +329,077 +14%
UBS Group
6
UBS Group
Switzerland
$22.1M +$634K +70,691 +3%
RCM
7
Rivernorth Capital Management
Florida
$16.5M +$63.7K +7,100 +0.4%
HCM
8
Hilton Capital Management
New York
$16.1M
RJA
9
Raymond James & Associates
Florida
$12.8M +$1.07M +119,727 +9%
CA
10
Cornerstone Advisors
North Carolina
$9.95M +$778K +86,664 +8%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$5.49M +$712K +79,329 +14%
Invesco
12
Invesco
Georgia
$5.22M -$409K -45,519 -7%
VIA
13
Vident Investment Advisory
Georgia
$4.08M +$4.24M +472,678 New
AWCI
14
Alpine Woods Capital Investors
New York
$3.66M -$108K -12,000 -3%
GFM
15
Gramercy Funds Management
Connecticut
$3.64M +$3.78M +421,097 New
GC
16
Guggenheim Capital
Illinois
$3.47M +$936K +104,310 +35%
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.38M +$2.47M +275,033 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$2.04M +$374K +41,647 +21%
DA
19
Doliver Advisors
Texas
$2.03M +$758K +84,415 +56%
Bank of America
20
Bank of America
North Carolina
$1.98M +$1.04M +115,673 +102%
Stifel Financial
21
Stifel Financial
Missouri
$1.83M +$13.7K +1,525 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.75M -$22.1K -2,459 -1%
IPC
23
Independent Portfolio Consultants
Florida
$1.7M +$176K +19,605 +11%
CL
24
CSS LLC
Illinois
$1.55M +$1.61M +179,372 New
MFS
25
MSI Financial Services
Massachusetts
$1.23M +$33.6K +3,749 +3%

AOD Hedge Fund Activity: Q2 2015 in Review

75 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q2 2015, worth a combined $279M — up 24% from $226M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AOD positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $28.7M. The largest seller was Morgan Stanley, cutting an estimated $6.31M.

  • 75 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q2 2015, up from 68 in Q1 2015.
  • Funds reported $279M of abrdn Total Dynamic Dividend Fund stock for Q2 2015, up 24% quarter-over-quarter.
  • 17 funds opened new abrdn Total Dynamic Dividend Fund positions in Q2 2015 and 9 closed out, a net change of +8 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q2 2015 was Advisors Asset Management, an estimated $28.7M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q2 2015 was Morgan Stanley, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2015.