We are live on ! Find out more
IAF

abrdn Australia Equity Fund

32 hedge funds and large institutions have $22.7M invested in abrdn Australia Equity Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $16.9M → $22.7M (+$5.75M)

14% more funds holding

Funds holding: 2832 (+4)

1.36% more ownership

Funds ownership: 6.12%7.48% (+1.4%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.83M +$1.27M +107,376 +22%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$7.4M +$1.62M +136,415 +31%
AWS
3
Atria Wealth Solutions
New York
$2.37M -$20.6K -1,737 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$1.7M +$1M +84,695 +184%
DC
5
Davenport & Co
Virginia
$470K -$102K -8,622 -19%
Osaic Holdings
6
Osaic Holdings
Arizona
$424K -$392K -33,081 -50%
LPL Financial
7
LPL Financial
California
$306K -$40.8K -3,438 -13%
SFS
8
Shaker Financial Services
Virginia
$284K -$10.3K -866 -4%
LCM
9
Landscape Capital Management
New Jersey
$232K +$211K +17,836 New
COLIM
10
City of London Investment Management
United Kingdom
$204K
WAM
11
Wolverine Asset Management
Illinois
$197K +$129K +10,867 +253%
UBS Group
12
UBS Group
Switzerland
$125K -$64.5K -5,440 -36%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$125K +$9.36K +790 +9%
BAG
14
Bridgewealth Advisory Group
California
$113K
GC
15
Guggenheim Capital
Illinois
$107K -$1.46K -123 -1%
RJA
16
Raymond James & Associates
Florida
$104K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$91.5K -$59 -5 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$71K +$2.63K +222 +4%
KIM
19
Karpus Investment Management
New York
$62K +$56.6K +4,777 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$58K -$10K -846 -16%
BAM
21
Belpointe Asset Management
Nevada
$56.7K +$3.95K +333 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$52.3K +$47.7K +4,027 New
KAS
23
Kestra Advisory Services
Texas
$44.1K +$40.2K +3,394 New
VF
24
Virtu Financial
New York
$43K +$39.7K +3,348 New
US Bancorp
25
US Bancorp
Minnesota
$31.8K -$12 -1 -0%

IAF Hedge Fund Activity: Q4 2023 in Review

32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q4 2023, worth a combined $22.7M — up 34% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAF positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.62M. The largest seller was Osaic Holdings, cutting an estimated $392K.

  • 32 institutional investors held abrdn Australia Equity Fund (IAF) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $22.7M of abrdn Australia Equity Fund stock for Q4 2023, up 34% quarter-over-quarter.
  • 8 funds opened new abrdn Australia Equity Fund positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest abrdn Australia Equity Fund buyer in Q4 2023 was Allspring Global Investments, an estimated $1.62M added.
  • The largest abrdn Australia Equity Fund seller in Q4 2023 was Osaic Holdings, an estimated $392K sold.

Based on aggregated 13F filings for Q4 2023.