abrdn Australia Equity Fund
IAF
30 hedge funds and large institutions have $31.8M invested in abrdn Australia Equity Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $27.6M → $31.8M (+$4.22M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0.51% more ownership
Funds ownership: 7.98% → 8.5% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.82M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$996K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$263K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$130K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$2.55M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$77.2K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$63.9K |
| 4 |
VF
Virtu Financial
New York
|
-$50K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$45.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $35.5K | – | – | – |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $29.5K | +$707 | +53 | +3% |
|
|
BLC
28
Brown, Lisle/Cummings
Providence,
Rhode Island
| $24.3K | – | – | – |
|
|
RIL
29
Rothschild Investment LLC
Chicago,
Illinois
| $17.2K | +$414 | +31 | +3% |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| $6.19K | +$130K | +9,724 | New |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $5 | – | – | – |
|
32
JP Morgan Chase
New York
| $5 | – | – | – |
|
|
AWS
33
Atria Wealth Solutions
New York
| – | -$2.55M | -196,294 | Closed |
|
|
DC
34
Davenport & Co
Richmond,
Virginia
| – | -$63.9K | -4,921 | Closed |
|
|
VF
35
Virtu Financial
New York
| – | -$50K | -3,846 | Closed |
|
|
KAS
36
Kestra Advisory Services
Austin,
Texas
| – | -$45.1K | -3,476 | Closed |
|
IAF Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q3 2024, worth a combined $31.8M — up 15% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IAF positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.82M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $2.55M sold.
- 30 institutional investors held abrdn Australia Equity Fund (IAF) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $31.8M of abrdn Australia Equity Fund stock for Q3 2024, up 15% quarter-over-quarter.
- 5 funds opened new abrdn Australia Equity Fund positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest abrdn Australia Equity Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $2.82M added.
- The largest abrdn Australia Equity Fund seller in Q3 2024 was Atria Wealth Solutions, an estimated $2.55M sold.
Based on aggregated 13F filings for Q3 2024.