abrdn Australia Equity Fund
IAF
32 hedge funds and large institutions have $12.1M invested in abrdn Australia Equity Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 4 closing their positions.
633% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 3
20% more capital invested
Capital invested by funds: $10.1M → $12.1M (+$2.02M)
0.68% more ownership
Funds ownership: 3.3% → 3.97% (+0.68%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.38M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$801K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$472K |
| 4 |
Morgan Stanley
New York
|
+$127K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$644K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$162K |
| 3 |
Belvedere Trading
Chicago,
Illinois
|
-$108K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$15.7K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Chesapeake Asset Management
New York
| $5.66K | +$6.03K | +429 | New |
|
27
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $5K | +$155 | +11 | +3% |
|
28
UBS Group
Zurich,
Switzerland
| $3.61K | -$11K | -781 | -74% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $1.48K | +$1.57K | +112 | New |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $512 | +$28 | +2 | +5% |
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| $68 | +$6.16K | +438 | +9% |
|
|
CM
32
Cornerstone Management
Duluth,
Georgia
| $18 | – | – | – |
|
|
HNB
33
Huntington National Bank
Columbus,
Ohio
| $4 | – | – | – |
|
|
IAIM
34
International Assets Investment Management
Orlando,
Florida
| – | -$162K | -12,333 | Closed |
|
|
35
Belvedere Trading
Chicago,
Illinois
| – | -$108K | -8,193 | Closed |
|
|
MCC
36
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11.7K | -890 | Closed |
|
37
Rockefeller Capital Management
New York
| – | -$3K | -249 | Closed |
|
IAF Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2023, worth a combined $12.1M — up 20% from $10.1M a quarter earlier.
Fund positioning in IAF was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 3 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $1.38M. The largest seller was Wolverine Asset Management, cutting an estimated $644K.
- 32 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $12.1M of abrdn Australia Equity Fund stock for Q1 2023, up 20% quarter-over-quarter.
- 4 funds opened new abrdn Australia Equity Fund positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest abrdn Australia Equity Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $1.38M added.
- The largest abrdn Australia Equity Fund seller in Q1 2023 was Wolverine Asset Management, an estimated $644K sold.
Based on aggregated 13F filings for Q1 2023.