abrdn Australia Equity Fund
IAF
32 hedge funds and large institutions have $22.7M invested in abrdn Australia Equity Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
34% more capital invested
Capital invested by funds: $16.9M → $22.7M (+$5.75M)
14% more funds holding
Funds holding: 28 → 32 (+4)
1.36% more ownership
Funds ownership: 6.12% → 7.48% (+1.4%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.62M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.27M |
| 3 |
Morgan Stanley
New York
|
+$1M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$211K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$392K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$102K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$78.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$64.5K |
| 5 |
LPL Financial
San Diego,
California
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $31.3K | +$20.4K | +1,722 | +250% |
|
27
Wells Fargo
San Francisco,
California
| $30K | -$31K | -2,615 | -53% |
|
|
LA
28
LM Advisors
San Diego,
California
| $28.6K | +$26.1K | +2,199 | New |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $24.4K | – | – | – |
|
|
BLC
30
Brown, Lisle/Cummings
Providence,
Rhode Island
| $22.4K | +$20.4K | +1,722 | New |
|
|
RIL
31
Rothschild Investment LLC
Chicago,
Illinois
| $14.2K | +$12.9K | +1,092 | New |
|
|
HCM
32
Highlander Capital Management
Short Hills,
New Jersey
| $1.12K | – | – | – |
|
|
HNB
33
Huntington National Bank
Columbus,
Ohio
| $4 | – | – | – |
|
|
34
Creative Planning
Overland Park,
Kansas
| – | -$78.6K | -6,636 | Closed |
|
|
AF
35
Arrow Financial
Glens Falls,
New York
| – | -$6.32K | -533 | Closed |
|
36
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$4.42K | -373 | Closed |
|
|
GRP
37
Global Retirement Partners
San Rafael,
California
| – | -$476 | -41 | Closed |
|
38
JP Morgan Chase
New York
| – | -$4 | – | – |
|
IAF Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q4 2023, worth a combined $22.7M — up 34% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IAF positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $1.62M. The largest seller was Osaic Holdings, cutting an estimated $392K.
- 32 institutional investors held abrdn Australia Equity Fund (IAF) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $22.7M of abrdn Australia Equity Fund stock for Q4 2023, up 34% quarter-over-quarter.
- 8 funds opened new abrdn Australia Equity Fund positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest abrdn Australia Equity Fund buyer in Q4 2023 was Allspring Global Investments, an estimated $1.62M added.
- The largest abrdn Australia Equity Fund seller in Q4 2023 was Osaic Holdings, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2023.