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IAF

abrdn Australia Equity Fund

24 hedge funds and large institutions have $21.5M invested in abrdn Australia Equity Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

41% more capital invested

Capital invested by funds: $15.2M → $21.5M (+$6.27M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

9% more funds holding

Funds holding: 2224 (+2)

0.98% more ownership

Funds ownership: 5%5.98% (+0.98%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$11M +$552K +37,303 +6%
Wells Fargo
2
Wells Fargo
California
$7.5M +$2.1M +142,029 +43%
WAM
3
Wolverine Asset Management
Illinois
$920K +$673K +45,447 +356%
SFS
4
Shaker Financial Services
Virginia
$428K +$105K +7,125 +36%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$217K +$203K +13,707 New
US Bancorp
6
US Bancorp
Minnesota
$177K
RJA
7
Raymond James & Associates
Florida
$169K -$9.87K -667 -6%
LPL Financial
8
LPL Financial
California
$165K -$281 -19 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$156K -$5.06K -342 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$136K +$814 +55 +0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$121K -$18.9K -1,276 -14%
CRC
12
Curi RMB Capital
Illinois
$108K +$101K +6,856 New
LCM
13
Landscape Capital Management
New Jersey
$80K +$74.5K +5,032 New
JMPWA
14
JP Morgan Private Wealth Advisors
California
$75K -$98.6K -6,662 -58%
UBS Group
15
UBS Group
Switzerland
$59K -$90.3K -6,102 -62%
MCM
16
Mainstay Capital Management
Michigan
$55K
TSS
17
Two Sigma Securities
New York
$54K +$50.4K +3,404 New
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
Bank of America
19
Bank of America
North Carolina
$9K
IAIM
20
International Assets Investment Management
Florida
$9K +$8.32K +562 New
HNB
21
Huntington National Bank
Ohio
$7K +$6.36K +430 New
Citigroup
22
Citigroup
New York
$6K +$118 +8 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K +$15 +1 +3%
M&T Bank
24
M&T Bank
New York
-$75K -5,597 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$70K -5,203 Closed

IAF Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q4 2020, worth a combined $21.5M — up 41% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IAF positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.1M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $98.6K.

  • 24 institutional investors held abrdn Australia Equity Fund (IAF) as of Q4 2020, up from 22 in Q3 2020.
  • Funds reported $21.5M of abrdn Australia Equity Fund stock for Q4 2020, up 41% quarter-over-quarter.
  • 6 funds opened new abrdn Australia Equity Fund positions in Q4 2020 and 3 closed out, a net change of +3 holders.
  • The largest abrdn Australia Equity Fund buyer in Q4 2020 was Wells Fargo, an estimated $2.1M added.
  • The largest abrdn Australia Equity Fund seller in Q4 2020 was JP Morgan Private Wealth Advisors, an estimated $98.6K sold.

Based on aggregated 13F filings for Q4 2020.