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IAF

abrdn Australia Equity Fund

34 hedge funds and large institutions have $21.5M invested in abrdn Australia Equity Fund in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 5.87%5.67% (-0.2%)

2% less capital invested

Capital invested by funds: $21.9M → $21.5M (-$443K)

11% less funds holding

Funds holding: 3834 (-4)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.75M +$2.23M +143,188 +55%
COLIM
2
City of London Investment Management
United Kingdom
$2.68M +$54.8K +3,528 +2%
CA
3
Cornerstone Advisors
North Carolina
$2.52M -$301K -19,392 -11%
GC
4
Guggenheim Capital
Illinois
$2.25M -$190K -12,205 -8%
KIM
5
Karpus Investment Management
New York
$2.19M -$64.5K -4,148 -3%
LPL Financial
6
LPL Financial
California
$1.28M -$148K -9,544 -10%
TAM
7
Trust Asset Management
Texas
$1.16M -$120K -7,749 -10%
GFM
8
Gramercy Funds Management
Connecticut
$409K -$141K -9,047 -27%
Morgan Stanley
9
Morgan Stanley
New York
$320K -$189K -12,130 -39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$276K +$3.58K +230 +1%
GS
11
Girard Securities
California
$203K -$14.3K -920 -7%
WAM
12
Wolverine Asset Management
Illinois
$201K -$799K -51,385 -81%
CWM
13
Concert Wealth Management
California
$193K +$4.38K +282 +2%
UBS Group
14
UBS Group
Switzerland
$182K -$7.06K -454 -4%
US Bancorp
15
US Bancorp
Minnesota
$142K
LCM
16
Landscape Capital Management
New Jersey
$117K -$233K -14,974 -68%
Bank of America
17
Bank of America
North Carolina
$115K -$2.11K -136 -2%
M&T Bank
18
M&T Bank
New York
$89K +$435 +28 +0.5%
WS
19
Wedbush Securities
California
$87K -$1.31K -84 -2%
Wells Fargo
20
Wells Fargo
California
$73K -$26.4K -1,696 -28%
SG Americas Securities
21
SG Americas Securities
New York
$71K -$36.3K -2,334 -35%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$65K
NFG
23
Next Financial Group
Texas
$37K +$1.07K +69 +3%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$31K
AIG
25
American International Group
New York
$22K

IAF Hedge Fund Activity: Q1 2016 in Review

34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2016, worth a combined $21.5M — down 2% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IAF and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 8 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.23M. The largest seller was Wolverine Asset Management, cutting an estimated $799K.

  • 34 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2016, down from 38 in Q4 2015.
  • Funds reported $21.5M of abrdn Australia Equity Fund stock for Q1 2016, down 2% quarter-over-quarter.
  • 1 fund opened new abrdn Australia Equity Fund positions in Q1 2016 and 5 closed out, a net change of -4 holders.
  • The largest abrdn Australia Equity Fund buyer in Q1 2016 was 1607 Capital Partners, an estimated $2.23M added.
  • The largest abrdn Australia Equity Fund seller in Q1 2016 was Wolverine Asset Management, an estimated $799K sold.

Based on aggregated 13F filings for Q1 2016.