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ASGI

abrdn Global Infrastructure Income Fund

64 hedge funds and large institutions have $234M invested in abrdn Global Infrastructure Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $179M → $234M (+$55.4M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

7.71% more ownership

Funds ownership: 44.12%51.84% (+7.7%)

0% more funds holding

Funds holding: 6464 (0)

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.9M +$26.1M +1,578,082 +80%
SCM
2
Saba Capital Management
New York
$40.4M +$13.5M +816,594 +57%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.4M +$1.52M +91,710 +10%
UBS Group
4
UBS Group
Switzerland
$14.6M -$1.18M -71,364 -8%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$12M +$11.1M +670,843 New
KIM
6
Karpus Investment Management
New York
$11.6M +$512K +30,971 +5%
1CP
7
1607 Capital Partners
Virginia
$8.09M -$1.94M -117,258 -21%
Stifel Financial
8
Stifel Financial
Missouri
$7.92M +$419K +25,362 +6%
Wells Fargo
9
Wells Fargo
California
$7.54M -$374K -22,640 -5%
CA
10
Cornerstone Advisors
North Carolina
$4.95M +$897K +54,240 +24%
EH
11
Equitable Holdings
New York
$4.94M +$529K +31,996 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.83M -$59.2K -3,582 -1%
AAM
13
Advisors Asset Management
Colorado
$3.9M -$1.24M -74,978 -26%
Bank of America
14
Bank of America
North Carolina
$3.31M -$342K -20,712 -10%
RVPG
15
Relative Value Partners Group
$3.08M -$62.4K -3,775 -2%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.25M -$138K -8,326 -6%
Invesco
17
Invesco
Georgia
$2.01M +$225K +13,642 +14%
PAG
18
Private Advisor Group
New Jersey
$1.91M +$48.8K +2,954 +3%
LPL Financial
19
LPL Financial
California
$1.9M +$45.6K +2,759 +3%
CL
20
CSS LLC
Illinois
$1.44M -$139K -8,439 -9%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$1.37M -$1.64M -99,141 -56%
RJA
22
Raymond James & Associates
Florida
$1.34M -$8.56K -518 -0.7%
AA
23
AQR Arbitrage
Connecticut
$1.32M +$327K +19,776 +37%
Ameriprise
24
Ameriprise
Minnesota
$1.19M -$151K -9,135 -12%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.16M +$120K +7,231 +13%

ASGI Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Global Infrastructure Income Fund (ASGI) for Q4 2023, worth a combined $234M — up 31% from $179M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ASGI positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.1M. The largest seller was Lazard Asset Management, cutting an estimated $5.55M.

  • 64 institutional investors held abrdn Global Infrastructure Income Fund (ASGI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $234M of abrdn Global Infrastructure Income Fund stock for Q4 2023, up 31% quarter-over-quarter.
  • 10 funds opened new abrdn Global Infrastructure Income Fund positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest abrdn Global Infrastructure Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $26.1M added.
  • The largest abrdn Global Infrastructure Income Fund seller in Q4 2023 was Lazard Asset Management, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2023.