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IAF

abrdn Australia Equity Fund

37 hedge funds and large institutions have $27.4M invested in abrdn Australia Equity Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $22.7M → $27.4M (+$4.79M)

16% more funds holding

Funds holding: 3237 (+5)

1.73% more ownership

Funds ownership: 7.48%9.22% (+1.7%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$10.6M +$3.31M +263,586 +46%
1CP
2
1607 Capital Partners
Virginia
$9.21M +$1.48M +117,925 +20%
AWS
3
Atria Wealth Solutions
New York
$2.42M +$88K +6,999 +4%
Morgan Stanley
4
Morgan Stanley
New York
$834K -$825K -65,578 -50%
Osaic Holdings
5
Osaic Holdings
Arizona
$507K +$87.9K +6,993 +21%
LCM
6
Landscape Capital Management
New Jersey
$429K +$198K +15,737 +88%
NAS
7
NWF Advisory Services
California
$411K +$404K +32,169 New
SFS
8
Shaker Financial Services
Virginia
$273K
WAM
9
Wolverine Asset Management
Illinois
$247K +$52.5K +4,173 +28%
LPL Financial
10
LPL Financial
California
$244K -$55.3K -4,398 -19%
LSC
11
Logan Stone Capital
Illinois
$241K +$237K +18,840 New
KIM
12
Karpus Investment Management
New York
$224K +$160K +12,765 +267%
COLIM
13
City of London Investment Management
United Kingdom
$201K
UBS Group
14
UBS Group
Switzerland
$151K +$27.7K +2,203 +23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$136K +$83K +6,600 +164%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$123K +$264 +21 +0.2%
BAG
17
Bridgewealth Advisory Group
California
$117K +$5.97K +475 +5%
RJA
18
Raymond James & Associates
Florida
$107K +$4.82K +383 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$104K +$34.1K +2,715 +50%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$97.2K +$7.02K +558 +8%
CA
21
Cetera Advisors
Colorado
$97.2K +$95.6K +7,603 New
QC
22
Quantedge Capital
Singapore
$89.9K +$88.4K +7,033 New
Citadel Advisors
23
Citadel Advisors
Florida
$83.7K +$82.3K +6,549 New
CCWM
24
Cassaday & Co Wealth Management
Virginia
$71.6K +$70.4K +5,602 New
Bank of America
25
Bank of America
North Carolina
$68.2K +$36.8K +2,923 +121%

IAF Hedge Fund Activity: Q1 2024 in Review

37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q1 2024, worth a combined $27.4M — up 21% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IAF positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 3 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.31M. The largest seller was Morgan Stanley, cutting an estimated $825K.

  • 37 institutional investors held abrdn Australia Equity Fund (IAF) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $27.4M of abrdn Australia Equity Fund stock for Q1 2024, up 21% quarter-over-quarter.
  • 9 funds opened new abrdn Australia Equity Fund positions in Q1 2024 and 4 closed out, a net change of +5 holders.
  • The largest abrdn Australia Equity Fund buyer in Q1 2024 was Allspring Global Investments, an estimated $3.31M added.
  • The largest abrdn Australia Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $825K sold.

Based on aggregated 13F filings for Q1 2024.