We are live on ! Find out more
IAF

abrdn Australia Equity Fund

32 hedge funds and large institutions have $12.1M invested in abrdn Australia Equity Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

20% more capital invested

Capital invested by funds: $10.1M → $12.1M (+$2.02M)

0.68% more ownership

Funds ownership: 3.3%3.97% (+0.68%)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.35M +$472K +33,543 +11%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.2M +$1.38M +98,447 +68%
AWS
3
Atria Wealth Solutions
New York
$1.25M +$801K +56,958 +151%
Morgan Stanley
4
Morgan Stanley
New York
$648K +$127K +9,064 +23%
DC
5
Davenport & Co
Virginia
$620K +$38.4K +2,732 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$455K +$34.8K +2,472 +8%
LPL Financial
7
LPL Financial
California
$242K +$6.86K +488 +3%
SFS
8
Shaker Financial Services
Virginia
$240K +$124K +8,807 +94%
COLIM
9
City of London Investment Management
United Kingdom
$145K
GC
10
Guggenheim Capital
Illinois
$111K +$4.32K +307 +4%
BAG
11
Bridgewealth Advisory Group
California
$108K +$6.31K +449 +6%
RJA
12
Raymond James & Associates
Florida
$101K +$6.16K +438 +6%
BAM
13
Belpointe Asset Management
Nevada
$94.4K +$56.3K +4,003 +126%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$87.9K +$6.02K +428 +7%
Wells Fargo
15
Wells Fargo
California
$69.5K +$1.08K +77 +1%
LCM
16
Landscape Capital Management
New Jersey
$58.4K -$15.7K -1,118 -20%
SPC
17
Sigma Planning Corp
Michigan
$56.8K +$295 +21 +0.5%
CWP
18
Cyndeo Wealth Partners
Florida
$50.1K +$53.5K +3,803 New
WMA
19
West Michigan Advisors
Michigan
$49.1K
CA
20
Cetera Advisors
Colorado
$44.6K +$47.6K +3,387 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$41K +$1.63K +116 +4%
US Bancorp
22
US Bancorp
Minnesota
$30.4K +$858 +61 +3%
WAM
23
Wolverine Asset Management
Illinois
$28K -$644K -45,787 -96%
NA
24
NewEdge Advisors
Louisiana
$23.4K +$1.36K +97 +6%
Bank of America
25
Bank of America
North Carolina
$8.16K +$2.28K +162 +35%

IAF Hedge Fund Activity: Q1 2023 in Review

32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2023, worth a combined $12.1M — up 20% from $10.1M a quarter earlier.

Fund positioning in IAF was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 3 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.38M. The largest seller was Wolverine Asset Management, cutting an estimated $644K.

  • 32 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $12.1M of abrdn Australia Equity Fund stock for Q1 2023, up 20% quarter-over-quarter.
  • 4 funds opened new abrdn Australia Equity Fund positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest abrdn Australia Equity Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $1.38M added.
  • The largest abrdn Australia Equity Fund seller in Q1 2023 was Wolverine Asset Management, an estimated $644K sold.

Based on aggregated 13F filings for Q1 2023.