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IAF

abrdn Australia Equity Fund

35 hedge funds and large institutions have $22.8M invested in abrdn Australia Equity Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $20.9M → $22.8M (+$1.86M)

0.23% more ownership

Funds ownership: 4.45%4.69% (+0.23%)

10% less funds holding

Funds holding: 3935 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.17M +$494K +23,076 +11%
GC
2
Guggenheim Capital
Illinois
$4.03M +$32.7K +1,526 +0.8%
CA
3
Cornerstone Advisors
North Carolina
$2.76M +$1.2M +55,855 +77%
LPL Financial
4
LPL Financial
California
$2.06M +$170K +7,953 +9%
COLIM
5
City of London Investment Management
United Kingdom
$1.85M -$308K -14,400 -14%
TAM
6
Trust Asset Management
Texas
$1.49M +$1.49M +69,381 New
Morgan Stanley
7
Morgan Stanley
New York
$1.39M -$318K -14,833 -19%
WAM
8
Wolverine Asset Management
Illinois
$959K +$957K +44,722 New
AGM
9
Alpine Global Management
New York
$504K +$48.2K +2,253 +11%
HNB
10
Huntington National Bank
Ohio
$476K +$475K +22,186 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$366K +$9.98K +466 +3%
Wells Fargo
12
Wells Fargo
California
$249K
UBS Group
13
UBS Group
Switzerland
$244K -$62.9K -2,937 -20%
Bank of America
14
Bank of America
North Carolina
$178K +$11.9K +558 +7%
SG Americas Securities
15
SG Americas Securities
New York
$169K -$132K -6,171 -44%
US Bancorp
16
US Bancorp
Minnesota
$165K
FAAS
17
First Allied Advisory Services
California
$124K
WS
18
Wedbush Securities
California
$112K +$7.13K +333 +7%
M&T Bank
19
M&T Bank
New York
$110K +$27.2K +1,270 +33%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$83K -$80.6K -3,767 -49%
Stifel Financial
21
Stifel Financial
Missouri
$83K +$82.4K +3,848 New
NFG
22
Next Financial Group
Texas
$45K
MA
23
MUFG Americas
New York
$43K
BFEC
24
Benjamin F. Edwards & Company
Missouri
$26K +$19.2K +895 +274%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$21K -$7.13K -333 -25%

IAF Hedge Fund Activity: Q1 2015 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2015, worth a combined $22.8M — up 8.9% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IAF and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Trust Asset Management, opening a new position worth an estimated $1.49M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $882K sold.

  • 35 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2015, down from 39 in Q4 2014.
  • Funds reported $22.8M of abrdn Australia Equity Fund stock for Q1 2015, up 8.9% quarter-over-quarter.
  • 5 funds opened new abrdn Australia Equity Fund positions in Q1 2015 and 8 closed out, a net change of -3 holders.
  • The largest abrdn Australia Equity Fund buyer in Q1 2015 was Trust Asset Management, an estimated $1.49M added.
  • The largest abrdn Australia Equity Fund seller in Q1 2015 was Virtu KCG Holdings, an estimated $882K sold.

Based on aggregated 13F filings for Q1 2015.