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IFN

Aberdeen India Fund
IFN

84 hedge funds and large institutions have $247M invested in Aberdeen India Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

15% more funds holding

Funds holding: 73 → 84 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.24% less ownership

Funds ownership: 34.46% → 33.22% (-1.2%)

6% less capital invested

Capital invested by funds: $263M → $247M (-$16.1M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
18
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.94M
2
HIM
Hermes Investment Management
United Kingdom
+$1.63M
3
CA
Cornerstone Advisors
North Carolina
+$1.51M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
OC
Oppenheimer & Co
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$11.5M
2
Lazard Asset Management
Lazard Asset Management
New York
-$5.12M
3
DT
Diversified Trust
Tennessee
-$4.13M
4
VAM
Vontobel Asset Management
New York
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$436K +$221K +8,031 +93%
SR
27
Sloane Robinson
United Kingdom
$431K – – –
MC
28
Matisse Capital
Oregon
$421K -$27.6K -1,000 -6%
WAM
29
Weiss Asset Management
Massachusetts
$415K +$438K +15,892 New
First Manhattan
30
First Manhattan
New York
$399K – – –
WAM
31
Weatherly Asset Management
California
$393K – – –
KC
32
Kingfisher Capital
North Carolina
$388K +$10.4K +378 +3%
FWM
33
Frontier Wealth Management
Missouri
$372K -$345K -12,500 -47%
Millennium Management
34
Millennium Management
New York
$364K +$385K +13,948 New
LCM
35
Landscape Capital Management
New Jersey
$301K +$49.8K +1,807 +19%
Stifel Financial
36
Stifel Financial
Missouri
$287K -$579 -21 -0.2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$273K -$6.29K -228 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$262K +$276K +10,027 New
GC
39
Guggenheim Capital
Illinois
$255K +$269K +9,773 New
Creative Planning
40
Creative Planning
Kansas
$252K – – –
CRC
41
Curi RMB Capital
Illinois
$238K -$521K -18,887 -67%
PAA
42
Peregrine Asset Advisers
Oregon
$237K – – –
MIM
43
Montgomery Investment Management
Maryland
$232K – – –
CIBC World Market
44
CIBC World Market
Ontario, Canada
$227K -$97.3K -3,529 -29%
VAM
45
Vontobel Asset Management
New York
$225K -$4.13M -149,640 -95%
DT
46
Diversified Trust
Tennessee
$223K -$4.13M -149,640 -95%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K -$23.4K -850 -9%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$212K +$2.9K +105 +1%
William Blair & Company
49
William Blair & Company
Illinois
$204K – – –
LPL Financial
50
LPL Financial
California
$202K +$213K +7,727 New
1
2
3 4

IFN Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2017, worth a combined $247M — down 6.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFN positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.94M. The largest seller was City of London Investment Management, cutting an estimated $11.5M.

  • 84 institutional investors held Aberdeen India Fund (IFN) as of Q4 2017, up from 73 in Q3 2017.
  • Funds reported $247M of Aberdeen India Fund stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q4 2017 was Wells Fargo, an estimated $7.94M added.
  • The largest Aberdeen India Fund seller in Q4 2017 was City of London Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2017.