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IAF

abrdn Australia Equity Fund

29 hedge funds and large institutions have $30M invested in abrdn Australia Equity Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.47% more ownership

Funds ownership: 8.5%8.96% (+0.47%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less funds holding

Funds holding: 3029 (-1)

6% less capital invested

Capital invested by funds: $31.8M → $30M (-$1.81M)

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
5
Closed
7
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
$14.2M +$2.17M +161,878 +17%
1CP
2
1607 Capital Partners
Virginia
$9.64M +$111K +8,237 +1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.76M +$108K +8,023 +4%
Morgan Stanley
4
Morgan Stanley
New York
$810K -$218K -16,266 -20%
Osaic Holdings
5
Osaic Holdings
Arizona
$444K
WAM
6
Wolverine Asset Management
Illinois
$367K +$246K +18,292 +167%
LPL Financial
7
LPL Financial
California
$275K -$11.3K -840 -4%
SFS
8
Shaker Financial Services
Virginia
$270K -$6.5K -484 -2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$156K +$6.76K +503 +4%
BAG
10
Bridgewealth Advisory Group
California
$133K +$3.87K +288 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$127K +$135K +10,087 New
AWS
12
Atria Wealth Solutions
New York
$100K +$107K +7,991 New
Citadel Advisors
13
Citadel Advisors
Florida
$99.5K +$10.6K +788 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99K -$7.71K -574 -7%
CCG
15
Chatham Capital Group
Georgia
$68.4K +$73K +5,438 New
Wells Fargo
16
Wells Fargo
California
$64K +$15.2K +1,133 +29%
BAM
17
Belpointe Asset Management
Nevada
$58.8K
WMA
18
West Michigan Advisors
Michigan
$51K
SPC
19
Sigma Planning Corp
Michigan
$50.7K
Bank of America
20
Bank of America
North Carolina
$50.7K +$8.11K +604 +18%
UBS Group
21
UBS Group
Switzerland
$48.4K -$79K -5,880 -60%
AWA
22
Arete Wealth Advisors
Illinois
$45K +$48.4K +3,600 New
US Bancorp
23
US Bancorp
Minnesota
$31.6K
NA
24
NewEdge Advisors
Louisiana
$26.3K
BLC
25
Brown, Lisle/Cummings
Rhode Island
$21.6K

IAF Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Australia Equity Fund (IAF) for Q4 2024, worth a combined $30M — down 5.7% from $31.8M a quarter earlier.

Fund positioning in IAF was balanced in Q4 2024: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $2.17M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $451K sold.

  • 29 institutional investors held abrdn Australia Equity Fund (IAF) as of Q4 2024, down from 30 in Q3 2024.
  • Funds reported $30M of abrdn Australia Equity Fund stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 7 funds opened new abrdn Australia Equity Fund positions in Q4 2024 and 7 closed out, a net change of 0 holders.
  • The largest abrdn Australia Equity Fund buyer in Q4 2024 was Allspring Global Investments, an estimated $2.17M added.
  • The largest abrdn Australia Equity Fund seller in Q4 2024 was NWF Advisory Services, an estimated $451K sold.

Based on aggregated 13F filings for Q4 2024.