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AOD

abrdn Total Dynamic Dividend Fund

100 hedge funds and large institutions have $321M invested in abrdn Total Dynamic Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.79% more ownership

Funds ownership: 35.73%36.52% (+0.79%)

7% less funds holding

Funds holding: 107100 (-7)

12% less capital invested

Capital invested by funds: $364M → $321M (-$43.3M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
37
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$71.9M -$488K -60,135 -0.7%
Wells Fargo
2
Wells Fargo
California
$57.7M +$20.2M +2,491,047 +55%
COLIM
3
City of London Investment Management
United Kingdom
$26.5M +$19.1M +2,346,737 +270%
PPA
4
Parametric Portfolio Associates
Washington
$26M +$1.61M +198,740 +7%
UBS Group
5
UBS Group
Switzerland
$23.1M +$3.31M +406,996 +17%
CA
6
Cornerstone Advisors
North Carolina
$12.6M +$969K +119,317 +8%
AAM
7
Advisors Asset Management
Colorado
$12.4M -$585K -72,076 -5%
Morgan Stanley
8
Morgan Stanley
New York
$11M +$1.13M +139,131 +12%
VIA
9
Vident Investment Advisory
Georgia
$9.25M +$1.37M +168,811 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.29M +$372K +45,788 +6%
FAIM
11
Financial Advocates Investment Management
Washington
$5.53M +$319K +39,295 +6%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.49M +$1.59M +196,000 +42%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$4.64M -$164K -20,159 -3%
RVPG
14
Relative Value Partners Group
$4.52M -$98.8K -12,162 -2%
RJA
15
Raymond James & Associates
Florida
$3.62M +$735K +90,457 +26%
Bank of America
16
Bank of America
North Carolina
$3.5M -$247K -30,399 -7%
GC
17
Guggenheim Capital
Illinois
$3.28M +$182K +22,370 +6%
Invesco
18
Invesco
Georgia
$2.88M -$186K -22,958 -6%
AWCI
19
Alpine Woods Capital Investors
New York
$2.28M -$1.02M -125,000 -31%
BlackRock
20
BlackRock
New York
$2.1M
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$2.04M -$98.7K -12,148 -5%
LPL Financial
22
LPL Financial
California
$2M +$393K +48,382 +25%
Stifel Financial
23
Stifel Financial
Missouri
$1.47M +$61.9K +7,618 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.4M +$89.2K +10,986 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.29M -$155K -19,120 -11%

AOD Hedge Fund Activity: Q1 2019 in Review

100 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2019, worth a combined $321M — down 12% from $364M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AOD and 10 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 37 added.

The largest buyer was Wells Fargo, adding an estimated $20.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $17.1M sold.

  • 100 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2019, down from 107 in Q4 2018.
  • Funds reported $321M of abrdn Total Dynamic Dividend Fund stock for Q1 2019, down 12% quarter-over-quarter.
  • 10 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2019 and 16 closed out, a net change of -6 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2019 was Wells Fargo, an estimated $20.2M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2019 was Saba Capital Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2019.