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IAF

abrdn Australia Equity Fund

29 hedge funds and large institutions have $27.6M invested in abrdn Australia Equity Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $27.4M → $27.6M (+$164K)

1.23% less ownership

Funds ownership: 9.22%7.98% (-1.2%)

22% less funds holding

Funds holding: 3729 (-8)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
29
Holders Change
-8
Holders Change %
-21.62%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
8
Closed
11
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
$11.6M +$750K +58,306 +7%
1CP
2
1607 Capital Partners
Virginia
$9.6M +$236K +18,338 +3%
AWS
3
Atria Wealth Solutions
New York
$2.55M +$88.7K +6,893 +4%
Morgan Stanley
4
Morgan Stanley
New York
$953K +$104K +8,060 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$486K -$28.3K -2,203 -6%
NAS
6
NWF Advisory Services
California
$404K -$13.3K -1,035 -3%
SFS
7
Shaker Financial Services
Virginia
$277K
LPL Financial
8
LPL Financial
California
$250K +$1.61K +125 +0.7%
UBS Group
9
UBS Group
Switzerland
$147K -$6.27K -487 -4%
LCM
10
Landscape Capital Management
New Jersey
$140K -$293K -22,766 -68%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$126K -$11.5K -897 -8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$125K
BAG
13
Bridgewealth Advisory Group
California
$122K +$3.28K +255 +3%
RJA
14
Raymond James & Associates
Florida
$121K +$11.6K +901 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$108K +$2.05K +159 +2%
Bank of America
16
Bank of America
North Carolina
$80.7K +$11.3K +881 +17%
DC
17
Davenport & Co
Virginia
$63.9K +$63.3K +4,921 New
BAM
18
Belpointe Asset Management
Nevada
$56.7K
Creative Planning
19
Creative Planning
Kansas
$54.4K +$53.9K +4,186 New
SPC
20
Sigma Planning Corp
Michigan
$52.4K +$51.9K +4,033 New
WMA
21
West Michigan Advisors
Michigan
$51.1K +$50.7K +3,938 New
VF
22
Virtu Financial
New York
$50K +$49.5K +3,846 New
KAS
23
Kestra Advisory Services
Texas
$45.1K -$6.73K -523 -13%
US Bancorp
24
US Bancorp
Minnesota
$32.7K
WAM
25
Wolverine Asset Management
Illinois
$30.3K -$219K -17,005 -88%

IAF Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q2 2024, worth a combined $27.6M — up 0.6% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IAF and 5 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Allspring Global Investments, adding an estimated $750K. The largest seller was Landscape Capital Management, cutting an estimated $293K.

  • 29 institutional investors held abrdn Australia Equity Fund (IAF) as of Q2 2024, down from 37 in Q1 2024.
  • Funds reported $27.6M of abrdn Australia Equity Fund stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 5 funds opened new abrdn Australia Equity Fund positions in Q2 2024 and 11 closed out, a net change of -6 holders.
  • The largest abrdn Australia Equity Fund buyer in Q2 2024 was Allspring Global Investments, an estimated $750K added.
  • The largest abrdn Australia Equity Fund seller in Q2 2024 was Landscape Capital Management, an estimated $293K sold.

Based on aggregated 13F filings for Q2 2024.