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IFN

Aberdeen India Fund

69 hedge funds and large institutions have $230M invested in Aberdeen India Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $194M → $230M (+$36.2M)

5% more funds holding

Funds holding: 6669 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 31.2%31.17% (-0.03%)

73% less call options, than puts

Call options by funds: $25K | Put options by funds: $91K

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
11
Closed
11
Calls
$25K
Puts
$91K
Net Calls
-$66K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$441K +$2.2K +95 +0.6%
MC
27
Matisse Capital
Oregon
$366K +$53.3K +2,300 +19%
First Manhattan
28
First Manhattan
New York
$363K
KC
29
Kingfisher Capital
North Carolina
$359K +$55.6K +2,399 +20%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351K
Stifel Financial
31
Stifel Financial
Missouri
$285K +$4.24K +183 +2%
LRIC
32
Long Road Investment Counsel
Michigan
$277K
PAA
33
Peregrine Asset Advisers
Oregon
$271K
Ameriprise
34
Ameriprise
Minnesota
$270K -$14.9K -643 -6%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$269K +$245K +10,592 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$268K +$301 +13 +0.1%
GFM
37
Gramercy Funds Management
Connecticut
$264K
Creative Planning
38
Creative Planning
Kansas
$242K -$9.18K -396 -4%
MIM
39
Montgomery Investment Management
Maryland
$226K +$206K +8,900 New
CAN
40
Cetera Advisor Networks
California
$211K +$191K +8,230 New
PBT
41
Pictet Bank & Trust
Bahamas
$210K +$192K +8,268 New
CA
42
Cetera Advisors
Colorado
$207K +$187K +8,054 New
William Blair & Company
43
William Blair & Company
Illinois
$204K +$193K +8,308 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$201K +$59K +2,548 +47%
DADC
45
D.A. Davidson & Co
Montana
$114K +$6.4K +276 +7%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$108K +$20.2K +870 +26%
HDIM
47
Hanson & Doremus Investment Management
Vermont
$94K
AG
48
Advisor Group
Arizona
$84K +$22.4K +967 +41%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$78K +$18.1K +781 +34%
CG
50
Cutler Group
California
$74K -$30.5K -1,315 -31%

IFN Hedge Fund Activity: Q1 2017 in Review

69 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2017, worth a combined $230M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFN positions and 11 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Diversified Trust, opening a new position worth an estimated $4.03M. The largest seller was James Investment Research, cutting an estimated $5.38M.

  • 69 institutional investors held Aberdeen India Fund (IFN) as of Q1 2017, up from 66 in Q4 2016.
  • Funds reported $230M of Aberdeen India Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q1 2017 and 11 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q1 2017 was Diversified Trust, an estimated $4.03M added.
  • The largest Aberdeen India Fund seller in Q1 2017 was James Investment Research, an estimated $5.38M sold.

Based on aggregated 13F filings for Q1 2017.