We are live on ! Find out more
IAF

abrdn Australia Equity Fund

32 hedge funds and large institutions have $10.1M invested in abrdn Australia Equity Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

67% more capital invested

Capital invested by funds: $6.05M → $10.1M (+$4.06M)

28% more funds holding

Funds holding: 2532 (+7)

1.12% more ownership

Funds ownership: 2.17%3.3% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$3.91M +$824K +63,490 +27%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.91M +$1.62M +124,482 +617%
WAM
3
Wolverine Asset Management
Illinois
$631K +$186K +14,366 +43%
DC
4
Davenport & Co
Virginia
$584K -$70.8K -5,456 -11%
Morgan Stanley
5
Morgan Stanley
New York
$529K +$69.5K +5,354 +15%
AWS
6
Atria Wealth Solutions
New York
$504K +$491K +37,833 New
Osaic Holdings
7
Osaic Holdings
Arizona
$422K +$65.5K +5,046 +19%
LPL Financial
8
LPL Financial
California
$235K -$12.9K -994 -5%
IAIM
9
International Assets Investment Management
Florida
$162K +$160K +12,333 New
COLIM
10
City of London Investment Management
United Kingdom
$144K +$142K +10,970 New
SFS
11
Shaker Financial Services
Virginia
$127K
Belvedere Trading
12
Belvedere Trading
Illinois
$108K +$106K +8,193 New
GC
13
Guggenheim Capital
Illinois
$107K -$1.38K -106 -1%
BAG
14
Bridgewealth Advisory Group
California
$102K +$100K +7,728 New
RJA
15
Raymond James & Associates
Florida
$95.6K +$1.21K +93 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$82.2K -$40.5K -3,118 -33%
LCM
17
Landscape Capital Management
New Jersey
$73.1K -$15.7K -1,213 -18%
Wells Fargo
18
Wells Fargo
California
$68.5K -$52 -4 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$62K -$1.56K -120 -2%
SPC
20
Sigma Planning Corp
Michigan
$56.6K
WMA
21
West Michigan Advisors
Michigan
$49.1K
BAM
22
Belpointe Asset Management
Nevada
$41.7K +$41.1K +3,168 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$40K +$740 +57 +2%
US Bancorp
24
US Bancorp
Minnesota
$29.6K
UBS Group
25
UBS Group
Switzerland
$13.9K +$247 +19 +2%

IAF Hedge Fund Activity: Q4 2022 in Review

32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q4 2022, worth a combined $10.1M — up 67% from $6.05M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IAF positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.62M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $87K sold.

  • 32 institutional investors held abrdn Australia Equity Fund (IAF) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $10.1M of abrdn Australia Equity Fund stock for Q4 2022, up 67% quarter-over-quarter.
  • 10 funds opened new abrdn Australia Equity Fund positions in Q4 2022 and 3 closed out, a net change of +7 holders.
  • The largest abrdn Australia Equity Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $1.62M added.
  • The largest abrdn Australia Equity Fund seller in Q4 2022 was Avidian Wealth Enterprises, an estimated $87K sold.

Based on aggregated 13F filings for Q4 2022.