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IFN

Aberdeen India Fund

79 hedge funds and large institutions have $172M invested in Aberdeen India Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $40K | Put options by funds: $36K

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0.3% less ownership

Funds ownership: 31.04%30.74% (-0.3%)

7% less funds holding

Funds holding: 8579 (-6)

9% less capital invested

Capital invested by funds: $190M → $172M (-$17.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
19
Closed
20
Calls
$40K
Puts
$36K
Net Calls
+$4K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Alexandria Capital
Virginia
$432K -$147K -6,932 -25%
JIR
27
James Investment Research
Ohio
$393K -$98.5K -4,650 -19%
WAM
28
Weiss Asset Management
Massachusetts
$354K +$370K +17,476 New
M&T Bank
29
M&T Bank
New York
$341K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$341K +$123K +5,815 +53%
9WM
31
9258 Wealth Management
Ohio
$320K +$335K +15,803 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$317K +$92.7K +4,379 +39%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315K
First Manhattan
34
First Manhattan
New York
$309K
WAM
35
Weatherly Asset Management
California
$304K
KC
36
Kingfisher Capital
North Carolina
$300K +$1.04K +49 +0.3%
DADC
37
D.A. Davidson & Co
Montana
$274K +$8.22K +388 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$263K +$69.2K +3,269 +34%
Stifel Financial
39
Stifel Financial
Missouri
$234K +$4.34K +205 +2%
GC
40
Guggenheim Capital
Illinois
$211K +$1.82K +86 +0.8%
FWM
41
Frontier Wealth Management
Missouri
$202K +$212K +10,000 New
TRCT
42
Tower Research Capital (TRC)
New York
$147K +$14.6K +691 +11%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K -$39.5K -1,863 -21%
NSIM
44
North Star Investment Management
Illinois
$99K
CWA
45
Clarus Wealth Advisors
Arizona
$89K -$93.7K -4,426 -50%
HDIM
46
Hanson & Doremus Investment Management
Vermont
$75K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$61K -$50.8K -2,400 -44%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$59K
WCM
49
Whitener Capital Management
North Carolina
$59K
PA
50
Parallel Advisors
California
$59K +$60.6K +2,859 +3,916%

IFN Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2018, worth a combined $172M — down 9.4% from $190M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IFN and 15 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was City of London Investment Management, adding an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $6.13M.

  • 79 institutional investors held Aberdeen India Fund (IFN) as of Q4 2018, down from 85 in Q3 2018.
  • Funds reported $172M of Aberdeen India Fund stock for Q4 2018, down 9.4% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q4 2018 and 20 closed out, a net change of -5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2018 was City of London Investment Management, an estimated $4.5M added.
  • The largest Aberdeen India Fund seller in Q4 2018 was Morgan Stanley, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2018.