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IAF

abrdn Australia Equity Fund

30 hedge funds and large institutions have $31.8M invested in abrdn Australia Equity Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $27.6M → $31.8M (+$4.22M)

3% more funds holding

Funds holding: 2930 (+1)

0.51% more ownership

Funds ownership: 7.98%8.5% (+0.51%)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
6
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
$13.7M +$996K +74,642 +8%
1CP
2
1607 Capital Partners
Virginia
$10.7M +$263K +19,682 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.99M +$2.82M +211,490 New
Morgan Stanley
4
Morgan Stanley
New York
$1.14M +$98K +7,340 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$499K -$28.2K -2,115 -6%
NAS
6
NWF Advisory Services
California
$451K +$10.9K +816 +3%
LPL Financial
7
LPL Financial
California
$320K +$45.8K +3,430 +18%
SFS
8
Shaker Financial Services
Virginia
$301K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$176K +$36.8K +2,761 +28%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$168K +$30.5K +2,284 +24%
WAM
11
Wolverine Asset Management
Illinois
$154K +$115K +8,603 +369%
UBS Group
12
UBS Group
Switzerland
$138K -$21.5K -1,610 -14%
BAG
13
Bridgewealth Advisory Group
California
$136K +$3.28K +246 +3%
RJA
14
Raymond James & Associates
Florida
$126K -$4.67K -350 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$119K +$1.94K +145 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$101K +$95.2K +7,130 New
LCM
17
Landscape Capital Management
New Jersey
$71K -$77.2K -5,784 -54%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$64K +$60.6K +4,543 New
BAM
19
Belpointe Asset Management
Nevada
$61.7K
SPC
20
Sigma Planning Corp
Michigan
$57K
Wells Fargo
21
Wells Fargo
California
$55.9K +$23.8K +1,785 +82%
WMA
22
West Michigan Advisors
Michigan
$55.6K
Creative Planning
23
Creative Planning
Kansas
$52.1K -$6.67K -500 -12%
CP
24
Covenant Partners
Tennessee
$51.8K +$48.9K +3,664 New
Bank of America
25
Bank of America
North Carolina
$48.4K -$37.2K -2,791 -45%

IAF Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q3 2024, worth a combined $31.8M — up 15% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IAF positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.82M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $2.55M sold.

  • 30 institutional investors held abrdn Australia Equity Fund (IAF) as of Q3 2024, up from 29 in Q2 2024.
  • Funds reported $31.8M of abrdn Australia Equity Fund stock for Q3 2024, up 15% quarter-over-quarter.
  • 5 funds opened new abrdn Australia Equity Fund positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest abrdn Australia Equity Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $2.82M added.
  • The largest abrdn Australia Equity Fund seller in Q3 2024 was Atria Wealth Solutions, an estimated $2.55M sold.

Based on aggregated 13F filings for Q3 2024.