Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Abrdn Total Dynamic Dividend (AOD)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — AOD

Based on 151 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AOD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
151 funds currently hold this stock — 94% of the 3.0-year high of 161 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

74 buying63 selling
Last quarter: 74 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 28 → 36 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 20% medium 25% new
83 out of 151 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.
➡️

Steady discovery — ~12 new funds/quarter

13 → 19 → 28 → 36 → 12 new funds/Q
New funds entering each quarter: 19 → 28 → 36 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 30% newcomers

59% veterans 11% 1-2yr 30% new
Entry-cohort mix of 151 holders: 89 (59%) are 2+ year veterans, 16 entered 1–2 years ago, and 46 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
16 of 151 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AOD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — AOD

In 2026 Q2, 74 hedge funds were net buyers of AOD (12 opened a new position, 62 added to an existing one), while 63 reduced or exited (41 trimmed, 22 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 60% of total institutional value in AOD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 151.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AOD
150 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 150 161 -6.83%
13F Shares 28M 30M -4.96%
Total Value $260M $246M 5.84%
New Positions 12 36 -24
Increased Positions 62 57 +5
Closed Positions 23 17 +6
Reduced Positions 41 35 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

150 + investors

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

QUARTER:
Top 25 AOD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advisory Advocates, LLC 1.11% 125,935 $1.3M
2 Closed-End Fund Advisors, Inc. 0.68% 67,977 $701K
3 Waterfront Wealth Inc. 0.66% 408,624 $4.3M
4 Fund Advisors of America Inc/FL 0.55% 58,944 $608K
5 DCF Advisers, LLC 0.48% 266,000 $2.7M
6 Navis Wealth Advisors, LLC 0.42% 106,485 $1.1M
7 Accredited Investor Services, LLC 0.28% 47,590 $491K
8 International Assets Investment Management, LLC 0.27% 437,596 $4.5M
9 Total Wealth Planning & Management, Inc. 0.26% 37,078 $382K
10 Advocate Investing Services LLC 0.25% 31,000 $320K
11 Decision Investments, Inc 0.19% 19,750 $204K
12 Sage Capital Management, LLC 0.18% 45,500 $469K
13 Investment Management Trust, LLC 0.17% 18,710 $193K
14 Hennion & Walsh Asset Management, Inc. 0.17% 566,770 $5.8M
15 Ashton Thomas Securities, LLC 0.15% 100,500 $1.0M
16 Aviance Capital Partners, LLC 0.14% 131,663 $1.4M
17 Live Oak Private Wealth LLC 0.13% 103,295 $1.1M
18 Advisors Asset Management, Inc. 0.13% 828,801 $8.5M
19 Evolve Private Wealth, LLC 0.10% 164,780 $1.7M
20 Winning Points Advisors, LLC 0.10% 10,650 $98K
21 NWF Advisory Services Inc. 0.09% 95,700 $987K
22 Successful Portfolios LLC 0.09% 18,599 $193K
23 Kapstone Financial Advisors LLC 0.09% 20,050 $207K
24 SeaCrest Wealth Management, LLC 0.08% 68,907 $710K
25 Advisor Resource Council 0.07% 24,005 $251K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AOD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AOD?

Slight buying edge — 54% buying: Last quarter: 74 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AOD holders?

Elite ownership — 60% AUM from top-100 funds: 16 of 151 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AOD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AOD?

55% of holders stayed for 2+ years: 83 out of 151 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.

Full history →