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AOD

abrdn Total Dynamic Dividend Fund

113 hedge funds and large institutions have $360M invested in abrdn Total Dynamic Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 36.3%35.58% (-0.72%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $391M → $360M (-$30.8M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
51
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$108M -$4.78M -492,507 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$49.8M -$727K -74,849 -1%
1CP
3
1607 Capital Partners
Virginia
$48.3M -$3.58M -369,097 -7%
Wells Fargo
4
Wells Fargo
California
$28.1M +$76.7K +7,903 +0.3%
PCM
5
Penserra Capital Management
California
$11.2M -$458K -47,177 -4%
Morgan Stanley
6
Morgan Stanley
New York
$10.6M +$301K +31,036 +3%
AAM
7
Advisors Asset Management
Colorado
$10.6M -$598K -61,631 -5%
Cohen & Steers
8
Cohen & Steers
New York
$7.68M +$48K +4,943 +0.6%
UBS Group
9
UBS Group
Switzerland
$6.31M +$234K +24,116 +4%
Bank of America
10
Bank of America
North Carolina
$5.7M +$47.1K +4,846 +0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.82M +$289K +29,771 +6%
LPL Financial
12
LPL Financial
California
$4.59M +$55.3K +5,698 +1%
GC
13
Guggenheim Capital
Illinois
$3.82M +$54.5K +5,609 +1%
RVPG
14
Relative Value Partners Group
$3.41M +$3.45M +355,210 New
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.59M +$287K +29,567 +12%
Invesco
16
Invesco
Georgia
$2.52M -$37.3K -3,843 -1%
FAIM
17
Financial Advocates Investment Management
Washington
$2.49M -$38.3K -3,949 -2%
DA
18
DCF Advisers
Connecticut
$2.47M -$19.4K -2,000 -0.8%
RJA
19
Raymond James & Associates
Florida
$2.35M -$11.5K -1,186 -0.5%
WW
20
Waterfront Wealth
Kansas
$2.27M +$31K +3,189 +1%
PAG
21
Private Advisor Group
New Jersey
$2.23M +$69.4K +7,150 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.2M +$200K +20,597 +10%
Stifel Financial
23
Stifel Financial
Missouri
$2.04M -$23.3K -2,401 -1%
PAS
24
Park Avenue Securities
New York
$2.01M +$71.3K +7,344 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.96M +$122K +12,547 +7%

AOD Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2022, worth a combined $360M — down 7.9% from $391M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AOD and 8 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 51 added.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $3.45M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.78M.

  • 113 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $360M of abrdn Total Dynamic Dividend Fund stock for Q1 2022, down 7.9% quarter-over-quarter.
  • 8 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2022 was Relative Value Partners Group, an estimated $3.45M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2022 was Parametric Portfolio Associates, an estimated $4.78M sold.

Based on aggregated 13F filings for Q1 2022.