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AEF

abrdn Emerging Markets Equity Income Fund

59 hedge funds and large institutions have $156M invested in abrdn Emerging Markets Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

9.99% more ownership

Funds ownership: 49.49%59.48% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 6259 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

31% less capital invested

Capital invested by funds: $225M → $156M (-$69.1M)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$74.2M +$5.04M +729,301 +5%
Wells Fargo
2
Wells Fargo
California
$19.9M +$853K +123,524 +3%
1CP
3
1607 Capital Partners
Virginia
$19.5M +$1.15M +165,742 +5%
Lazard Asset Management
4
Lazard Asset Management
New York
$13.4M +$622K +90,000 +4%
RCM
5
Rivernorth Capital Management
Florida
$6.11M +$1.77M +255,763 +28%
RVPG
6
Relative Value Partners Group
$5.14M +$86.2K +12,481 +1%
KIM
7
Karpus Investment Management
New York
$2.87M +$532K +76,949 +16%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$1.65M -$1.12M -161,764 -34%
RJA
9
Raymond James & Associates
Florida
$1.55M +$250K +36,210 +14%
Morgan Stanley
10
Morgan Stanley
New York
$1.45M +$373K +53,933 +24%
PAG
11
Private Advisor Group
New Jersey
$1.1M +$120K +17,438 +9%
CL
12
CSS LLC
Illinois
$1M -$1.31M -190,108 -50%
BI
13
Bulldog Investors
New Jersey
$838K
Bank of America
14
Bank of America
North Carolina
$800K -$60.6K -8,776 -5%
UCI
15
Uncommon Cents Investing
Wisconsin
$694K +$9.33K +1,351 +1%
CA
16
Cornerstone Advisors
North Carolina
$538K -$980K -141,826 -58%
Deutsche Bank
17
Deutsche Bank
Germany
$506K
PVWM
18
Point View Wealth Management
New Jersey
$453K -$2.65K -383 -0.4%
MAA
19
Mraz Amerine & Associates
California
$377K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$350K +$467K +67,652 New
CRC
21
Curi RMB Capital
Illinois
$310K -$89.8K -12,993 -18%
MC
22
Matisse Capital
Oregon
$248K +$189K +27,324 +132%
6M
23
6 Meridian
Kansas
$234K -$116K -16,821 -27%
Stifel Financial
24
Stifel Financial
Missouri
$226K +$76.6K +11,093 +34%
UBS Group
25
UBS Group
Switzerland
$208K -$100K -14,533 -27%

AEF Hedge Fund Activity: Q1 2020 in Review

59 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Equity Income Fund (AEF) for Q1 2020, worth a combined $156M — down 31% from $225M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AEF and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.

The largest buyer was City of London Investment Management, adding an estimated $5.04M. The largest seller was Wolverine Asset Management, cutting an estimated $2.63M.

  • 59 institutional investors held abrdn Emerging Markets Equity Income Fund (AEF) as of Q1 2020, down from 62 in Q4 2019.
  • Funds reported $156M of abrdn Emerging Markets Equity Income Fund stock for Q1 2020, down 31% quarter-over-quarter.
  • 7 funds opened new abrdn Emerging Markets Equity Income Fund positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest abrdn Emerging Markets Equity Income Fund buyer in Q1 2020 was City of London Investment Management, an estimated $5.04M added.
  • The largest abrdn Emerging Markets Equity Income Fund seller in Q1 2020 was Wolverine Asset Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2020.