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IAF

abrdn Australia Equity Fund

26 hedge funds and large institutions have $9.46M invested in abrdn Australia Equity Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2426 (+2)

0.49% less ownership

Funds ownership: 2.65%2.15% (-0.49%)

15% less capital invested

Capital invested by funds: $11.2M → $9.46M (-$1.73M)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
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
$5.16M -$1.98M -114,135 -29%
DC
2
Davenport & Co
Virginia
$911K +$42.4K +2,445 +5%
Morgan Stanley
3
Morgan Stanley
New York
$555K +$74.5K +4,295 +17%
Osaic Holdings
4
Osaic Holdings
Arizona
$476K +$20.8K +1,197 +5%
GC
5
Guggenheim Capital
Illinois
$455K -$19.5K -1,124 -4%
LPL Financial
6
LPL Financial
California
$365K +$106K +6,119 +46%
SWP
7
Stratos Wealth Partners
Ohio
$296K +$273K +15,712 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$267K +$44.8K +2,580 +22%
SFS
9
Shaker Financial Services
Virginia
$177K -$90K -5,188 -36%
RJA
10
Raymond James & Associates
Florida
$128K -$6.31K -364 -5%
AWE
11
Avidian Wealth Enterprises
Texas
$127K +$16.6K +958 +17%
UBS Group
12
UBS Group
Switzerland
$98K -$17.6K -1,016 -16%
SPC
13
Sigma Planning Corp
Michigan
$81K -$29.5K -1,700 -28%
Creative Planning
14
Creative Planning
Kansas
$78K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$75K +$69.7K +4,018 New
WMA
16
West Michigan Advisors
Michigan
$70K
Wells Fargo
17
Wells Fargo
California
$41K +$11.8K +680 +46%
US Bancorp
18
US Bancorp
Minnesota
$39K +$1.82K +105 +5%
FAG
19
Fortitude Advisory Group
Washington
$22K +$5.39K +311 +36%
MCC
20
Money Concepts Capital
Florida
$16K +$14.5K +837 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K +$17 +1 +0.2%
Bank of America
22
Bank of America
North Carolina
$5K +$3.59K +207 +259%
GWM
23
Geneos Wealth Management
Colorado
$3K +$3.56K +205 New
GRP
24
Global Retirement Partners
California
$1K +$17 +1 +3%
CM
25
Cornerstone Management
Georgia
$26

IAF Hedge Fund Activity: Q1 2022 in Review

26 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2022, worth a combined $9.46M — down 15% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IAF positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $273K. The largest seller was 1607 Capital Partners, cutting an estimated $1.98M.

  • 26 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2022, up from 24 in Q4 2021.
  • Funds reported $9.46M of abrdn Australia Equity Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 5 funds opened new abrdn Australia Equity Fund positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest abrdn Australia Equity Fund buyer in Q1 2022 was Stratos Wealth Partners, an estimated $273K added.
  • The largest abrdn Australia Equity Fund seller in Q1 2022 was 1607 Capital Partners, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2022.