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IAF

abrdn Australia Equity Fund

28 hedge funds and large institutions have $16.9M invested in abrdn Australia Equity Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

12% more funds holding

Funds holding: 2528 (+3)

8% more capital invested

Capital invested by funds: $15.7M → $16.9M (+$1.25M)

0.93% more ownership

Funds ownership: 5.2%6.12% (+0.93%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.87M +$541K +42,901 +9%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$5.13M +$949K +75,353 +21%
AWS
3
Atria Wealth Solutions
New York
$2.18M +$541K +42,919 +30%
Osaic Holdings
4
Osaic Holdings
Arizona
$779K +$383K +30,358 +86%
Morgan Stanley
5
Morgan Stanley
New York
$547K +$29.2K +2,321 +5%
DC
6
Davenport & Co
Virginia
$531K +$6.21K +493 +1%
LPL Financial
7
LPL Financial
California
$319K +$89.8K +7,128 +36%
SFS
8
Shaker Financial Services
Virginia
$263K
COLIM
9
City of London Investment Management
United Kingdom
$186K
UBS Group
10
UBS Group
Switzerland
$179K +$529 +42 +0.3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$105K +$111K +8,825 New
BAG
12
Bridgewealth Advisory Group
California
$103K +$3.25K +258 +3%
GC
13
Guggenheim Capital
Illinois
$99.1K +$857 +68 +0.8%
RJA
14
Raymond James & Associates
Florida
$94.9K +$2.62K +208 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$83.5K +$2.32K +184 +3%
Creative Planning
16
Creative Planning
Kansas
$78.6K -$1.26K -100 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$63K +$491 +39 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$61K +$25.1K +1,989 +62%
Wells Fargo
19
Wells Fargo
California
$58.3K -$7.81K -620 -11%
WAM
20
Wolverine Asset Management
Illinois
$50.9K +$54.1K +4,295 New
BAM
21
Belpointe Asset Management
Nevada
$47.8K +$50.8K +4,034 New
US Bancorp
22
US Bancorp
Minnesota
$29K +$907 +72 +3%
NA
23
NewEdge Advisors
Louisiana
$22.2K +$706 +56 +3%
Bank of America
24
Bank of America
North Carolina
$8.18K +$970 +77 +13%
AF
25
Arrow Financial
New York
$6.32K +$6.72K +533 New

IAF Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q3 2023, worth a combined $16.9M — up 7.9% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IAF positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $949K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $71.6K sold.

  • 28 institutional investors held abrdn Australia Equity Fund (IAF) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $16.9M of abrdn Australia Equity Fund stock for Q3 2023, up 7.9% quarter-over-quarter.
  • 5 funds opened new abrdn Australia Equity Fund positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest abrdn Australia Equity Fund buyer in Q3 2023 was Allspring Global Investments, an estimated $949K added.
  • The largest abrdn Australia Equity Fund seller in Q3 2023 was Susquehanna International Group, an estimated $71.6K sold.

Based on aggregated 13F filings for Q3 2023.