Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN TOTAL DYNAMIC DIVIDEND (AOD)

139 + Investors. Track Smart Money conviction in AOD. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — AOD

Based on 139 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AOD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
139 hedge funds hold AOD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

87 buying54 selling
Last quarter: 87 funds were net buyers (28 opened a brand new position + 59 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new AOD position: 18 → 12 → 18 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 17% medium 22% new
84 out of 139 hedge funds have held AOD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+48% value, -9% shares)

Value
+48%
Shares
-9%
Last quarter: total value of institutional AOD holdings rose +48% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

19 → 18 → 12 → 18 → 28 new funds/Q
New funds entering each quarter: 18 → 12 → 18 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 12% 1-2yr 25% new
Of 139 current holders: 87 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
13 of 139 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AOD

How many hedge funds hold AOD — quarterly history vs. share price
Quarterly hedge fund ownership of AOD vs. share price

Market Analysis: AOD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: AOD
2026 Q1 Stats Unlock in 21 days 139 + Investors

Track Smart Money conviction in AOD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 139 132 5.3%
13F Shares 31M 34M -9.1%
Total Value $476M $321M 48.42%
New Positions 28 18 +10
Increased Positions 59 51 +8
Closed Positions 21 14 +7
Reduced Positions 33 37 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOD

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Institutional Holders (2026 Q1)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOD. Verified SEC 13F-HR filings.

Top 25 institutional holders of AOD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACCREDITED INVESTOR SERVICES, LLC 0.32% 54,810 $505K
2 Vanguard Capital Wealth Advisors 0.27% 31,694 $292K
3 Stolper Co 0.26% 100,968
4 Advocate Investing Services LLC 0.24% 31,000 $286K
5 DECISION INVESTMENTS, INC 0.21% 19,750 $182K
6 Sage Capital Management, LLC 0.19% 44,500 $410K
7 Investment Management Trust, LLC 0.16% 18,161 $167K
8 Live Oak Private Wealth LLC 0.13% 103,295 $951K
9 EVOLVE PRIVATE WEALTH, LLC 0.10% 203,818 $1.9M
10 Successful Portfolios LLC 0.10% 19,539 $174K
11 Kapstone Financial Advisors LLC 0.09% 20,050 $185K
12 WEDBUSH SECURITIES INC 0.07% 259,926 $2K
13 Centurion Wealth Management LLC 0.06% 29,139 $268K
14 SeaCrest Wealth Management, LLC 0.06% 59,850 $551K
15 Compton Financial Group, LLC 0.05% 25,045 $231K
16 Quad-Cities Investment Group, LLC 0.05% 12,738 $117K
17 Huntleigh Advisors, Inc. 0.03% 20,361 $188K
18 OPPENHEIMER & CO INC 0.03% 271,153 $2.5M
19 B. Riley Wealth Advisors, Inc. 0.02% 44,449 $393K
20 Occidental Asset Management, LLC 0.02% 21,760 $200K
21 SPIREPOINT PRIVATE CLIENT, LLC 0.02% 19,614 $181K
22 UHLMANN PRICE SECURITIES, LLC 0.02% 24,440 $225K
23 Private Advisor Group, LLC 0.01% 313,382 $2.9M
24 Intrua Financial, LLC 0.01% 12,582 $116K
25 Stratos Wealth Advisors, LLC 0.01% 14,000 $129K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ABRDN TOTAL DYNAMIC DIVIDEND (AOD)

What does the Smart Money Trend signal show for AOD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AOD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AOD?

More buyers than sellers — 62% buying: Last quarter: 87 funds were net buyers (28 opened a brand new position + 59 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOD holders?

Strong quality — 34% AUM from major funds: 13 of 139 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AOD?

60% of holders stayed for 2+ years: 84 out of 139 hedge funds have held AOD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.