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IAF

abrdn Australia Equity Fund

25 hedge funds and large institutions have $10M invested in abrdn Australia Equity Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $8.06M → $10M (+$1.95M)

0.5% more ownership

Funds ownership: 2.18%2.68% (+0.5%)

4% less funds holding

Funds holding: 2625 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Legacy Financial Advisors
Kentucky
-$50K -3,065 Closed
FANJ
27
Financial Architects (New Jersey)
New Jersey
-$20K -1,200 Closed
FHB
28
First Hawaiian Bank
Hawaii
-$4K -262 Closed
SWM
29
SeaCrest Wealth Management
New York
-$3K -200 Closed

IAF Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q2 2019, worth a combined $10M — up 24% from $8.06M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IAF and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was Wolverine Asset Management, adding an estimated $880K. The largest seller was Guggenheim Capital, cutting an estimated $328K.

  • 25 institutional investors held abrdn Australia Equity Fund (IAF) as of Q2 2019, down from 26 in Q1 2019.
  • Funds reported $10M of abrdn Australia Equity Fund stock for Q2 2019, up 24% quarter-over-quarter.
  • 4 funds opened new abrdn Australia Equity Fund positions in Q2 2019 and 5 closed out, a net change of -1 holder.
  • The largest abrdn Australia Equity Fund buyer in Q2 2019 was Wolverine Asset Management, an estimated $880K added.
  • The largest abrdn Australia Equity Fund seller in Q2 2019 was Guggenheim Capital, an estimated $328K sold.

Based on aggregated 13F filings for Q2 2019.