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AOD

abrdn Total Dynamic Dividend Fund

102 hedge funds and large institutions have $298M invested in abrdn Total Dynamic Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 99102 (+3)

1.39% more ownership

Funds ownership: 34.2%35.59% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $304M → $298M (-$5.64M)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$69.7M -$670K -81,293 -1%
Wells Fargo
2
Wells Fargo
California
$53.9M -$8.96M -1,087,389 -14%
PPA
3
Parametric Portfolio Associates
Washington
$29.6M +$2.97M +359,788 +11%
UBS Group
4
UBS Group
Switzerland
$24.2M +$254K +30,866 +1%
Morgan Stanley
5
Morgan Stanley
New York
$10.8M -$173K -21,004 -2%
AAM
6
Advisors Asset Management
Colorado
$10.4M -$690K -83,710 -6%
VIA
7
Vident Investment Advisory
Georgia
$10.1M +$534K +64,732 +6%
COLIM
8
City of London Investment Management
United Kingdom
$8.17M -$9.37M -1,136,702 -54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.66M +$146K +17,692 +2%
RVPG
10
Relative Value Partners Group
$5.83M +$1.06M +128,274 +22%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$5.55M
FAIM
12
Financial Advocates Investment Management
Washington
$5.26M +$84.4K +10,242 +2%
AWCI
13
Alpine Woods Capital Investors
New York
$4.36M +$2.05M +249,109 +91%
Bank of America
14
Bank of America
North Carolina
$4.03M +$205K +24,893 +5%
GC
15
Guggenheim Capital
Illinois
$3.52M +$240K +29,060 +7%
RJA
16
Raymond James & Associates
Florida
$2.61M -$651K -78,923 -20%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$2.58M -$119K -14,485 -4%
LPL Financial
18
LPL Financial
California
$2.49M +$95.7K +11,610 +4%
PAG
19
Private Advisor Group
New Jersey
$1.92M +$1.76M +213,262 +1,760%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.92M -$56.5K -6,858 -3%
Cohen & Steers
21
Cohen & Steers
New York
$1.91M +$1.89M +228,757 New
Invesco
22
Invesco
Georgia
$1.88M -$882K -106,926 -32%
BlackRock
23
BlackRock
New York
$1.8M -$316K -38,388 -15%
6M
24
6 Meridian
Kansas
$1.69M +$1.67M +202,591 New
Stifel Financial
25
Stifel Financial
Missouri
$1.64M +$66.5K +8,071 +4%

AOD Hedge Fund Activity: Q3 2019 in Review

102 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2019, worth a combined $298M — down 1.9% from $304M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AOD positions and 8 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $17.9M. The largest seller was City of London Investment Management, cutting an estimated $9.37M.

  • 102 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2019, up from 99 in Q2 2019.
  • Funds reported $298M of abrdn Total Dynamic Dividend Fund stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 11 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2019 and 8 closed out, a net change of +3 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2019 was Rivernorth Capital Management, an estimated $17.9M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2019 was City of London Investment Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q3 2019.