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AOD

abrdn Total Dynamic Dividend Fund

106 hedge funds and large institutions have $390M invested in abrdn Total Dynamic Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 105106 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 38.73%38.12% (-0.61%)

6% less capital invested

Capital invested by funds: $415M → $390M (-$24.3M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
44
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$114M +$3.35M +327,662 +3%
Wells Fargo
2
Wells Fargo
California
$89.9M -$4.48M -438,134 -5%
1CP
3
1607 Capital Partners
Virginia
$60.7M -$8.31M -811,983 -12%
AAM
4
Advisors Asset Management
Colorado
$11.9M -$1.07M -104,424 -8%
PCM
5
Penserra Capital Management
California
$11.6M +$12.2M +1,192,508 New
Morgan Stanley
6
Morgan Stanley
New York
$10.5M -$1.51M -147,542 -12%
Cohen & Steers
7
Cohen & Steers
New York
$7.74M
UBS Group
8
UBS Group
Switzerland
$6.12M +$112K +10,908 +2%
Bank of America
9
Bank of America
North Carolina
$5.54M +$161K +15,711 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.59M +$153K +14,992 +3%
PAG
11
Private Advisor Group
New Jersey
$4.58M +$2.11M +206,081 +78%
LPL Financial
12
LPL Financial
California
$4.37M +$247K +24,180 +6%
GC
13
Guggenheim Capital
Illinois
$3.72M -$266K -25,967 -6%
RVPG
14
Relative Value Partners Group
$3.68M +$7.09K +693 +0.2%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.85M +$362K +35,355 +14%
Invesco
16
Invesco
Georgia
$2.83M +$604K +59,035 +26%
FAIM
17
Financial Advocates Investment Management
Washington
$2.58M -$793K -77,538 -23%
DA
18
DCF Advisers
Connecticut
$2.52M -$113K -11,000 -4%
RJA
19
Raymond James & Associates
Florida
$2.46M +$92.7K +9,059 +4%
WW
20
Waterfront Wealth
Kansas
$2.23M +$2.34M +228,502 New
Stifel Financial
21
Stifel Financial
Missouri
$1.95M -$52.8K -5,166 -3%
WAM
22
WNY Asset Management
New York
$1.86M +$220K +21,500 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.78M -$52.4K -5,118 -3%
PAS
24
Park Avenue Securities
New York
$1.78M +$114K +11,162 +7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.73M -$130K -12,739 -7%

AOD Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q3 2021, worth a combined $390M — down 5.9% from $415M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AOD positions and 8 closed out — a net gain of 2 holders — while 44 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $12.2M. The largest seller was 1607 Capital Partners, cutting an estimated $8.31M.

  • 106 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $390M of abrdn Total Dynamic Dividend Fund stock for Q3 2021, down 5.9% quarter-over-quarter.
  • 10 funds opened new abrdn Total Dynamic Dividend Fund positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $12.2M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q3 2021 was 1607 Capital Partners, an estimated $8.31M sold.

Based on aggregated 13F filings for Q3 2021.