We are live on ! Find out more
IAF

abrdn Australia Equity Fund

28 hedge funds and large institutions have $16M invested in abrdn Australia Equity Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.56% less ownership

Funds ownership: 4.37%3.82% (-0.56%)

12% less capital invested

Capital invested by funds: $18.2M → $16M (-$2.17M)

18% less funds holding

Funds holding: 3428 (-6)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.27M -$759K -40,690 -9%
Wells Fargo
2
Wells Fargo
California
$3.86M -$904K -48,507 -19%
GC
3
Guggenheim Capital
Illinois
$1.96M -$29.1K -1,563 -1%
LPL Financial
4
LPL Financial
California
$888K +$29.9K +1,605 +3%
Morgan Stanley
5
Morgan Stanley
New York
$548K +$84.2K +4,516 +18%
US Bancorp
6
US Bancorp
Minnesota
$204K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$201K -$6.6K -354 -3%
GS
8
Girard Securities
California
$166K -$53.3K -2,859 -24%
CL
9
CSS LLC
Illinois
$105K -$18K -967 -15%
M&T Bank
10
M&T Bank
New York
$104K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$81K +$81.8K +4,386 New
WS
12
Wedbush Securities
California
$73K -$12.4K -667 -14%
UBS Group
13
UBS Group
Switzerland
$67K +$5.11K +274 +8%
AGM
14
Alpine Global Management
New York
$65K
AG
15
Advisor Group
Arizona
$64K +$19 +1 +0%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$62K
CA
17
Cetera Advisors
Colorado
$62K +$62.9K +3,373 New
Bank of America
18
Bank of America
North Carolina
$54K +$15.2K +813 +39%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$53K -$14.5K -777 -22%
IA
20
IFP Advisors
Florida
$32K +$709 +38 +2%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$31K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$23K -$39.2K -2,100 -63%
DSC
23
Duncker Streett & Co
Missouri
$11K
NFG
24
Next Financial Group
Texas
$9K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6K

IAF Hedge Fund Activity: Q3 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q3 2017, worth a combined $16M — down 12% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IAF and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $84.2K. The largest seller was Wells Fargo, cutting an estimated $904K.

  • 28 institutional investors held abrdn Australia Equity Fund (IAF) as of Q3 2017, down from 34 in Q2 2017.
  • Funds reported $16M of abrdn Australia Equity Fund stock for Q3 2017, down 12% quarter-over-quarter.
  • 2 funds opened new abrdn Australia Equity Fund positions in Q3 2017 and 7 closed out, a net change of -5 holders.
  • The largest abrdn Australia Equity Fund buyer in Q3 2017 was Morgan Stanley, an estimated $84.2K added.
  • The largest abrdn Australia Equity Fund seller in Q3 2017 was Wells Fargo, an estimated $904K sold.

Based on aggregated 13F filings for Q3 2017.