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IFN

Aberdeen India Fund
IFN

73 hedge funds and large institutions have $245M invested in Aberdeen India Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $230M → $245M (+$14.5M)

6% more funds holding

Funds holding: 69 → 73 (+4)

0.7% more ownership

Funds ownership: 31.17% → 31.87% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $97K

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
$97K
Net Calls
-$97K
Net Calls Change
-$31K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
Bank of America
Bank of America
North Carolina
+$834K
3
UBS Group
UBS Group
Switzerland
+$782K
4
DA
Doliver Advisors
Texas
+$293K
5
GFM
Gramercy Funds Management
Connecticut
+$278K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$1.48M
2
CRC
Curi RMB Capital
Illinois
-$1.27M
3
WAM
Wolverine Asset Management
Illinois
-$1.08M
4
LPL Financial
LPL Financial
California
-$1.05M
5
VAM
Vontobel Asset Management
New York
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Matisse Capital
Oregon
$456K +$66.7K +2,500 +17%
M&T Bank
27
M&T Bank
New York
$454K -$13.2K -495 -3%
First Manhattan
28
First Manhattan
New York
$385K – – –
KC
29
Kingfisher Capital
North Carolina
$385K +$3.34K +125 +0.9%
Creative Planning
30
Creative Planning
Kansas
$317K +$59.1K +2,216 +23%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$309K +$23.3K +875 +8%
Stifel Financial
32
Stifel Financial
Missouri
$305K +$3.55K +133 +1%
DA
33
Doliver Advisors
Texas
$296K +$293K +10,987 New
LRIC
34
Long Road Investment Counsel
Michigan
$294K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$288K +$3.34K +125 +1%
PAA
36
Peregrine Asset Advisers
Oregon
$261K -$26.7K -1,000 -9%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K -$114K -4,269 -31%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$252K +$249K +9,329 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$251K +$37.3K +1,398 +18%
CA
40
Cetera Advisors
Colorado
$241K +$26.7K +1,000 +12%
MIM
41
Montgomery Investment Management
Maryland
$240K – – –
William Blair & Company
42
William Blair & Company
Illinois
$224K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$191K +$75.5K +2,830 +66%
FC
44
Ferris Capital
Massachusetts
$144K +$143K +5,345 New
NSIM
45
North Star Investment Management
Illinois
$131K +$125K +4,670 +2,323%
DADC
46
D.A. Davidson & Co
Montana
$121K – – –
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$106K – – –
HDIM
48
Hanson & Doremus Investment Management
Vermont
$100K – – –
AG
49
Advisor Group
Arizona
$84K -$5.04K -189 -6%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$83K – – –
1
2
3 4

IFN Hedge Fund Activity: Q2 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2017, worth a combined $245M — up 6.3% from $230M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was City of London Investment Management, cutting an estimated $1.48M.

  • 73 institutional investors held Aberdeen India Fund (IFN) as of Q2 2017, up from 69 in Q1 2017.
  • Funds reported $245M of Aberdeen India Fund stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q2 2017 and 6 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q2 2017 was Morgan Stanley, an estimated $3.66M added.
  • The largest Aberdeen India Fund seller in Q2 2017 was City of London Investment Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2017.