We are live on ! Find out more
AEF

abrdn Emerging Markets Equity Income Fund

27 hedge funds and large institutions have $10.2M invested in abrdn Emerging Markets Equity Income Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0.86% more ownership

Funds ownership: 17.28%18.15% (+0.86%)

0% less capital invested

Capital invested by funds: $10.2M → $10.2M (-$19.3K)

7% less funds holding

Funds holding: 2927 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Matisse Capital
Oregon
$2.68M +$389K +62,500 +16%
1CP
2
1607 Capital Partners
Virginia
$2.63M +$7.08K +1,136 +0.3%
CA
3
Cornerstone Advisors
North Carolina
$1M +$117K +18,775 +13%
CRC
4
Curi RMB Capital
Illinois
$971K -$139K -22,344 -12%
Citigroup
5
Citigroup
New York
$856K +$50.7K +8,145 +6%
GFM
6
Gramercy Funds Management
Connecticut
$477K
JIR
7
James Investment Research
Ohio
$390K +$71.6K +11,500 +21%
DA
8
Doliver Advisors
Texas
$244K -$19.2K -3,088 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$244K +$166K +26,604 +185%
CCP
10
Cardan Capital Partners
Colorado
$114K +$4.73K +760 +4%
CL
11
CSS LLC
Illinois
$103K +$108K +17,325 New
BAPIM
12
British Airways Pensions Investment Management
United Kingdom
$96K
RTS
13
Round Table Services
New Jersey
$62K +$64.8K +10,400 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$60K +$6.23K +1,000 +11%
OTC
15
Opera Trading Capital
France
$50K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$49K
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$33K
Morgan Stanley
18
Morgan Stanley
New York
$30K -$62 -10 -0.2%
Wells Fargo
19
Wells Fargo
California
$19K +$15.1K +2,420 +292%
MFS
20
MSI Financial Services
Massachusetts
$13K -$5.97K -959 -30%
Creative Planning
21
Creative Planning
Kansas
$8K
UBS Group
22
UBS Group
Switzerland
$7K -$37.6K -6,032 -83%
WAS
23
WESPAC Advisors SoCal
California
$5.96K
FNBT
24
FineMark National Bank & Trust
Florida
$5K
IA
25
IFP Advisors
Florida
$2K -$3.11K -500 -59%

AEF Hedge Fund Activity: Q4 2016 in Review

27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Equity Income Fund (AEF) for Q4 2016, worth a combined $10.2M — down 0.19% from $10.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AEF and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Matisse Capital, adding an estimated $389K. The largest seller was Curi RMB Capital, cutting an estimated $139K.

  • 27 institutional investors held abrdn Emerging Markets Equity Income Fund (AEF) as of Q4 2016, down from 29 in Q3 2016.
  • Funds reported $10.2M of abrdn Emerging Markets Equity Income Fund stock for Q4 2016, down 0.19% quarter-over-quarter.
  • 2 funds opened new abrdn Emerging Markets Equity Income Fund positions in Q4 2016 and 3 closed out, a net change of -1 holder.
  • The largest abrdn Emerging Markets Equity Income Fund buyer in Q4 2016 was Matisse Capital, an estimated $389K added.
  • The largest abrdn Emerging Markets Equity Income Fund seller in Q4 2016 was Curi RMB Capital, an estimated $139K sold.

Based on aggregated 13F filings for Q4 2016.