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AOD

abrdn Total Dynamic Dividend Fund

77 hedge funds and large institutions have $240M invested in abrdn Total Dynamic Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $241M → $240M (-$738K)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

1% less funds holding

Funds holding: 7877 (-1)

1.5% less ownership

Funds ownership: 30.66%29.17% (-1.5%)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
25
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$67.5M +$918K +120,314 +1%
Morgan Stanley
2
Morgan Stanley
New York
$18.4M -$1.25M -163,894 -6%
Wells Fargo
3
Wells Fargo
California
$18.3M +$2.1M +274,954 +13%
AAM
4
Advisors Asset Management
Colorado
$18.2M -$3.53M -463,367 -16%
RCM
5
Rivernorth Capital Management
Florida
$17.4M -$911K -119,463 -5%
UBS Group
6
UBS Group
Switzerland
$16.6M +$2.25M +295,102 +16%
CA
7
Cornerstone Advisors
North Carolina
$9.55M -$786K -103,007 -8%
RJA
8
Raymond James & Associates
Florida
$9.09M -$136K -17,875 -1%
MC
9
Matisse Capital
Oregon
$5.33M -$24K -3,150 -0.4%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$5.22M +$49K +6,427 +0.9%
GC
11
Guggenheim Capital
Illinois
$4.79M +$421K +55,171 +10%
VIA
12
Vident Investment Advisory
Georgia
$4.39M +$707K +92,701 +19%
AWCI
13
Alpine Woods Capital Investors
New York
$3.69M -$376K -49,310 -9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.11M
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$3.1M
Invesco
16
Invesco
Georgia
$2.81M -$575K -75,425 -17%
PAG
17
Private Advisor Group
New Jersey
$2.71M +$217K +28,460 +9%
Bank of America
18
Bank of America
North Carolina
$2.69M -$6.58K -863 -0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.56M -$35.2K -4,612 -2%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.15M -$263K -34,517 -11%
CL
21
CSS LLC
Illinois
$1.56M +$33.4K +4,373 +2%
GFM
22
Gramercy Funds Management
Connecticut
$1.53M -$3.88M -509,268 -72%
Stifel Financial
23
Stifel Financial
Missouri
$1.48M -$41.8K -5,483 -3%
MFS
24
MSI Financial Services
Massachusetts
$1.26M +$27.8K +3,645 +2%
AA
25
Ancora Advisors
Ohio
$1.14M

AOD Hedge Fund Activity: Q3 2016 in Review

77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2016, worth a combined $240M — down 0.31% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AOD positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $2.25M. The largest seller was Gramercy Funds Management, cutting an estimated $3.88M.

  • 77 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2016, down from 78 in Q2 2016.
  • Funds reported $240M of abrdn Total Dynamic Dividend Fund stock for Q3 2016, down 0.31% quarter-over-quarter.
  • 9 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2016 and 8 closed out, a net change of +1 holder.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2016 was UBS Group, an estimated $2.25M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2016 was Gramercy Funds Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2016.