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AOD

abrdn Total Dynamic Dividend Fund

100 hedge funds and large institutions have $354M invested in abrdn Total Dynamic Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $298M → $354M (+$55.8M)

1.48% more ownership

Funds ownership: 35.59%37.07% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 102100 (-2)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
43
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$74.5M -$266K -31,095 -0.4%
Wells Fargo
2
Wells Fargo
California
$60.5M +$2.57M +300,273 +5%
PPA
3
Parametric Portfolio Associates
Washington
$32.7M +$876K +102,422 +3%
UBS Group
4
UBS Group
Switzerland
$26.2M +$245K +28,625 +1%
RCM
5
Rivernorth Capital Management
Florida
$20.1M +$623K +72,778 +3%
CA
6
Cornerstone Advisors
North Carolina
$12.6M +$12M +1,404,541 New
Morgan Stanley
7
Morgan Stanley
New York
$11.3M -$279K -32,659 -3%
AAM
8
Advisors Asset Management
Colorado
$11.1M -$146K -17,048 -1%
PCM
9
Penserra Capital Management
California
$10.3M +$10M +1,169,523 New
RVPG
10
Relative Value Partners Group
$6.9M +$577K +67,483 +10%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$5.95M
FAIM
12
Financial Advocates Investment Management
Washington
$5.71M +$56.2K +6,567 +1%
COLIM
13
City of London Investment Management
United Kingdom
$5.02M -$3.59M -419,465 -43%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.99M -$2.06M -240,754 -30%
Bank of America
15
Bank of America
North Carolina
$4.71M +$361K +42,200 +9%
Cohen & Steers
16
Cohen & Steers
New York
$4.45M +$2.3M +268,648 +117%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$4.36M +$1.52M +177,271 +57%
GC
18
Guggenheim Capital
Illinois
$3.55M -$221K -25,807 -6%
LPL Financial
19
LPL Financial
California
$2.84M +$160K +18,681 +6%
Macquarie Group
20
Macquarie Group
Australia
$2.6M +$1.55M +181,700 +168%
RJA
21
Raymond James & Associates
Florida
$2.52M -$264K -30,845 -10%
DA
22
DCF Advisers
Connecticut
$2.52M +$2.41M +281,417 New
PAG
23
Private Advisor Group
New Jersey
$2.14M +$121K +14,086 +6%
Invesco
24
Invesco
Georgia
$1.98M -$36.6K -4,273 -2%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$1.98M -$75.7K -8,849 -4%

AOD Hedge Fund Activity: Q4 2019 in Review

100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2019, worth a combined $354M — up 19% from $298M a quarter earlier.

Fund positioning in AOD was balanced in Q4 2019: 12 funds opened new positions, 12 closed out, 43 added to existing stakes and 28 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $10M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $10.1M sold.

  • 100 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2019, down from 102 in Q3 2019.
  • Funds reported $354M of abrdn Total Dynamic Dividend Fund stock for Q4 2019, up 19% quarter-over-quarter.
  • 12 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2019 and 12 closed out, a net change of 0 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2019 was Penserra Capital Management, an estimated $10M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2019.