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AOD

abrdn Total Dynamic Dividend Fund

140 hedge funds and large institutions have $357M invested in abrdn Total Dynamic Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

4% more funds holding

Funds holding: 134140 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 40.56%40.27% (-0.29%)

8% less capital invested

Capital invested by funds: $389M → $357M (-$31.3M)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
54
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.9M +$4.82M +548,853 +5%
SCM
2
Saba Capital Management
New York
$33M -$19.9M -2,265,234 -37%
RCM
3
Rivernorth Capital Management
Florida
$26.3M +$27.5M +3,126,583 New
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$24.4M -$723K -82,336 -3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$23.1M -$17.2M -1,956,499 -42%
Wells Fargo
6
Wells Fargo
California
$22.6M -$1.87M -212,361 -7%
KIM
7
Karpus Investment Management
New York
$19M -$1.85M -210,798 -9%
AAM
8
Advisors Asset Management
Colorado
$7.36M -$1.52M -172,471 -16%
WW
9
Waterfront Wealth
Kansas
$6.41M -$183K -20,887 -3%
LPL Financial
10
LPL Financial
California
$5.94M +$223K +25,367 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.86M +$644K +73,366 +12%
SIA
12
Sit Investment Associates
Minnesota
$4.45M +$3.04M +346,177 +189%
UBS Group
13
UBS Group
Switzerland
$4.36M +$942K +107,204 +26%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$4.03M +$325K +36,945 +8%
AA
15
AQR Arbitrage
Connecticut
$3.84M -$3.31M -376,656 -45%
Bank of America
16
Bank of America
North Carolina
$3.79M -$150K -17,066 -4%
CC
17
CF Capital
Massachusetts
$3.45M +$3.6M +410,000 New
WAM
18
WNY Asset Management
New York
$3.25M +$723K +82,293 +27%
AGM
19
Alpine Global Management
New York
$3.15M
GC
20
Guggenheim Capital
Illinois
$2.99M +$588K +66,925 +23%
Raymond James Financial
21
Raymond James Financial
Florida
$2.7M +$2.82M +321,270 New
SA
22
Sanctuary Advisors
Indiana
$2.23M -$279K -31,712 -11%
DA
23
DCF Advisers
Connecticut
$2.2M
WS
24
Wedbush Securities
California
$2.1M +$54.1K +6,159 +3%
PAS
25
Park Avenue Securities
New York
$1.95M +$102K +11,580 +5%

AOD Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2024, worth a combined $357M — down 8.1% from $389M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AOD positions and 10 closed out — a net gain of 9 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $27.5M. The largest seller was Saba Capital Management, cutting an estimated $19.9M.

  • 140 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $357M of abrdn Total Dynamic Dividend Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 19 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $27.5M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2024 was Saba Capital Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.