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AEF

abrdn Emerging Markets Equity Income Fund

26 hedge funds and large institutions have $7.37M invested in abrdn Emerging Markets Equity Income Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1.75% less ownership

Funds ownership: 11.91%10.15% (-1.8%)

14% less capital invested

Capital invested by funds: $8.57M → $7.37M (-$1.2M)

21% less funds holding

Funds holding: 3326 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
26
Holders Change
-7
Holders Change %
-21.21%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPFA
1
Provida Pension Fund Administrator
Chile
$3.12M
CA
2
Cornerstone Advisors
North Carolina
$1.43M +$546K +73,379 +62%
WAM
3
Wolverine Asset Management
Illinois
$589K -$96.8K -13,010 -14%
OFG
4
OTA Financial Group
New York
$495K -$125K -16,781 -20%
BAPIM
5
British Airways Pensions Investment Management
United Kingdom
$387K -$92K -12,371 -19%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$259K
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$142K +$13.4K +1,808 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$140K +$7.42K +998 +6%
KIM
9
Karpus Investment Management
New York
$133K
Bank of America
10
Bank of America
North Carolina
$131K
LPL Financial
11
LPL Financial
California
$125K -$31.3K -4,211 -20%
Morgan Stanley
12
Morgan Stanley
New York
$117K +$63.8K +8,572 +119%
DA
13
Doliver Advisors
Texas
$76K -$230K -30,912 -75%
MFS
14
MSI Financial Services
Massachusetts
$57K +$47.8K +6,426 +528%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$49K +$6.02K +809 +14%
Citigroup
16
Citigroup
New York
$27K -$2.34K -315 -8%
Wells Fargo
17
Wells Fargo
California
$22K +$22.3K +2,999 +149,950%
UBS Group
18
UBS Group
Switzerland
$14K -$32.2K -4,329 -70%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11K +$2.34K +314 +25%
KPCM
20
Kings Point Capital Management
New York
$10K
JIR
21
James Investment Research
Ohio
$9K +$8.93K +1,200 New
Creative Planning
22
Creative Planning
Kansas
$8K
FNBT
23
FineMark National Bank & Trust
Florida
$6K
HDIM
24
Hanson & Doremus Investment Management
Vermont
$3K
FTUS
25
Flow Traders U.S.
New York
$2K

AEF Hedge Fund Activity: Q1 2015 in Review

26 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Equity Income Fund (AEF) for Q1 2015, worth a combined $7.37M — down 14% from $8.57M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AEF and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Cornerstone Advisors, adding an estimated $546K. The largest seller was City of London Investment Management, exiting entirely with an estimated $986K sold.

  • 26 institutional investors held abrdn Emerging Markets Equity Income Fund (AEF) as of Q1 2015, down from 33 in Q4 2014.
  • Funds reported $7.37M of abrdn Emerging Markets Equity Income Fund stock for Q1 2015, down 14% quarter-over-quarter.
  • 2 funds opened new abrdn Emerging Markets Equity Income Fund positions in Q1 2015 and 8 closed out, a net change of -6 holders.
  • The largest abrdn Emerging Markets Equity Income Fund buyer in Q1 2015 was Cornerstone Advisors, an estimated $546K added.
  • The largest abrdn Emerging Markets Equity Income Fund seller in Q1 2015 was City of London Investment Management, an estimated $986K sold.

Based on aggregated 13F filings for Q1 2015.