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AEF

abrdn Emerging Markets Equity Income Fund

29 hedge funds and large institutions have $10.2M invested in abrdn Emerging Markets Equity Income Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

1.45% less ownership

Funds ownership: 18.74%17.28% (-1.5%)

6% less funds holding

Funds holding: 3129 (-2)

9% less capital invested

Capital invested by funds: $11.2M → $10.2M (-$998K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.76M +$84.3K +13,300 +3%
MC
2
Matisse Capital
Oregon
$2.42M +$1.06M +167,932 +77%
CRC
3
Curi RMB Capital
Illinois
$1.16M +$705K +111,217 +150%
CA
4
Cornerstone Advisors
North Carolina
$937K +$53.5K +8,442 +6%
Citigroup
5
Citigroup
New York
$850K +$194K +30,586 +29%
GFM
6
Gramercy Funds Management
Connecticut
$502K
JIR
7
James Investment Research
Ohio
$338K +$64.8K +10,223 +23%
DA
8
Doliver Advisors
Texas
$276K +$9.95K +1,569 +4%
CCP
9
Cardan Capital Partners
Colorado
$115K
ASN
10
Advisory Services Network
Georgia
$109K +$83.3K +13,146 +310%
BAPIM
11
British Airways Pensions Investment Management
United Kingdom
$101K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$92K +$304 +48 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$90K +$91.1K +14,374 New
Bank of America
14
Bank of America
North Carolina
$85K -$25.4K -4,000 -23%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$56K
OTC
16
Opera Trading Capital
France
$53K +$54.2K +8,550 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$50K +$6.6K +1,041 +15%
UBS Group
18
UBS Group
Switzerland
$46K +$34.2K +5,399 +291%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$35K -$5.96K -940 -14%
Morgan Stanley
20
Morgan Stanley
New York
$33K -$12.4K -1,952 -27%
MFS
21
MSI Financial Services
Massachusetts
$20K +$63 +10 +0.3%
Creative Planning
22
Creative Planning
Kansas
$8K +$1.74K +274 +26%
WAS
23
WESPAC Advisors SoCal
California
$6.27K
Wells Fargo
24
Wells Fargo
California
$6K -$2.53K -399 -32%
FNBT
25
FineMark National Bank & Trust
Florida
$5K

AEF Hedge Fund Activity: Q3 2016 in Review

29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Equity Income Fund (AEF) for Q3 2016, worth a combined $10.2M — down 8.9% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AEF and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 13 added.

The largest buyer was Matisse Capital, adding an estimated $1.06M. The largest seller was Provida Pension Fund Administrator, exiting entirely with an estimated $2.62M sold.

  • 29 institutional investors held abrdn Emerging Markets Equity Income Fund (AEF) as of Q3 2016, down from 31 in Q2 2016.
  • Funds reported $10.2M of abrdn Emerging Markets Equity Income Fund stock for Q3 2016, down 8.9% quarter-over-quarter.
  • 2 funds opened new abrdn Emerging Markets Equity Income Fund positions in Q3 2016 and 4 closed out, a net change of -2 holders.
  • The largest abrdn Emerging Markets Equity Income Fund buyer in Q3 2016 was Matisse Capital, an estimated $1.06M added.
  • The largest abrdn Emerging Markets Equity Income Fund seller in Q3 2016 was Provida Pension Fund Administrator, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2016.