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IAF

abrdn Australia Equity Fund

25 hedge funds and large institutions have $15.7M invested in abrdn Australia Equity Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

29% more capital invested

Capital invested by funds: $12.1M → $15.7M (+$3.54M)

1.23% more ownership

Funds ownership: 3.97%5.2% (+1.2%)

22% less funds holding

Funds holding: 3225 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
25
Holders Change
-7
Holders Change %
-21.88%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.85M +$1.6M +122,420 +37%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.63M +$1.5M +114,825 +47%
AWS
3
Atria Wealth Solutions
New York
$1.83M +$608K +46,429 +49%
DC
4
Davenport & Co
Virginia
$573K -$36.8K -2,808 -6%
Morgan Stanley
5
Morgan Stanley
New York
$567K -$70.3K -5,369 -11%
Osaic Holdings
6
Osaic Holdings
Arizona
$457K +$11.2K +857 +2%
SFS
7
Shaker Financial Services
Virginia
$287K +$52.4K +4,000 +22%
LPL Financial
8
LPL Financial
California
$256K +$19.6K +1,494 +8%
COLIM
9
City of London Investment Management
United Kingdom
$203K +$62.3K +4,760 +43%
UBS Group
10
UBS Group
Switzerland
$194K +$193K +14,750 +5,383%
BAG
11
Bridgewealth Advisory Group
California
$109K +$3.13K +239 +3%
GC
12
Guggenheim Capital
Illinois
$107K -$1.81K -138 -2%
RJA
13
Raymond James & Associates
Florida
$101K +$1.31K +100 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$88.8K +$2.53K +193 +3%
Creative Planning
15
Creative Planning
Kansas
$87.1K +$88.2K +6,736 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$71.6K +$72.5K +5,541 New
Wells Fargo
17
Wells Fargo
California
$71.6K +$3.42K +261 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$68K +$471 +36 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$42K +$1.05K +80 +3%
US Bancorp
20
US Bancorp
Minnesota
$30.7K +$864 +66 +3%
NA
21
NewEdge Advisors
Louisiana
$23.5K +$615 +47 +3%
Bank of America
22
Bank of America
North Carolina
$7.93K -$92 -7 -1%
CAM
23
Chesapeake Asset Management
New York
$5.55K
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$5K
GRP
25
Global Retirement Partners
California
$522 +$13 +1 +3%

IAF Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q2 2023, worth a combined $15.7M — up 29% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IAF and 2 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 17 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.6M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $94.4K sold.

  • 25 institutional investors held abrdn Australia Equity Fund (IAF) as of Q2 2023, down from 32 in Q1 2023.
  • Funds reported $15.7M of abrdn Australia Equity Fund stock for Q2 2023, up 29% quarter-over-quarter.
  • 2 funds opened new abrdn Australia Equity Fund positions in Q2 2023 and 9 closed out, a net change of -7 holders.
  • The largest abrdn Australia Equity Fund buyer in Q2 2023 was 1607 Capital Partners, an estimated $1.6M added.
  • The largest abrdn Australia Equity Fund seller in Q2 2023 was Belpointe Asset Management, an estimated $94.4K sold.

Based on aggregated 13F filings for Q2 2023.