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IFN

Aberdeen India Fund
IFN

84 hedge funds and large institutions have $172M invested in Aberdeen India Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

6% more funds holding

Funds holding: 79 → 84 (+5)

0% less capital invested

Capital invested by funds: $172M → $172M (-$654K)

1.78% less ownership

Funds ownership: 30.74% → 28.96% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
20
Closed
10
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$27K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.15M
2
Wells Fargo
Wells Fargo
California
+$834K
3
FTI
Fiduciary Trust International
Massachusetts
+$812K
4
PFA
Pettinga Financial Advisors
Indiana
+$793K
5
Bank of America
Bank of America
North Carolina
+$673K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$6.47M
2
CA
Cornerstone Advisors
North Carolina
-$5.52M
3
CS
Candriam SCA
Luxembourg
-$1.21M
4
MIG
Mariner Investment Group
New York
-$911K
5
LCM
Landscape Capital Management
New Jersey
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$356K -$3.49K -168 -1%
KC
27
Kingfisher Capital
North Carolina
$354K +$36.7K +1,765 +12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$342K +$6.96K +335 +2%
9WM
29
9258 Wealth Management
Ohio
$336K -$1.41K -68 -0.4%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$333K – – –
First Manhattan
31
First Manhattan
New York
$326K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$325K +$316K +15,195 New
WAM
33
Weatherly Asset Management
California
$321K – – –
TFCP
34
Twin Focus Capital Partners
Massachusetts
$321K +$312K +15,000 New
DADC
35
D.A. Davidson & Co
Montana
$308K +$18.2K +875 +6%
OA
36
Oxbow Advisors
Texas
$269K +$261K +12,570 New
MML Investors Services
37
MML Investors Services
Massachusetts
$249K -$27.9K -1,340 -10%
Stifel Financial
38
Stifel Financial
Missouri
$245K -$561 -27 -0.2%
FWM
39
Frontier Wealth Management
Missouri
$214K – – –
LCH
40
Lee Capital Holdings
New York
$214K +$208K +10,000 New
GC
41
Guggenheim Capital
Illinois
$212K -$10.8K -520 -5%
CA
42
Cetera Advisors
Colorado
$203K +$197K +9,500 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K – – –
NSIM
44
North Star Investment Management
Illinois
$104K – – –
CWA
45
Clarus Wealth Advisors
Arizona
$94K – – –
AIC
46
Ayalon Insurance Company
Israel
$87K +$83.6K +4,020 New
HDIM
47
Hanson & Doremus Investment Management
Vermont
$79K – – –
PA
48
Parallel Advisors
California
$78K +$15.3K +738 +25%
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$62K – – –
WCM
50
Whitener Capital Management
North Carolina
$62K – – –
1
2
3 4

IFN Hedge Fund Activity: Q1 2019 in Review

84 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2019, worth a combined $172M — down 0.38% from $172M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFN positions and 10 closed out — a net gain of 5 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.15M. The largest seller was City of London Investment Management, cutting an estimated $6.47M.

  • 84 institutional investors held Aberdeen India Fund (IFN) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $172M of Aberdeen India Fund stock for Q1 2019, down 0.38% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q1 2019 and 10 closed out, a net change of +5 holders.
  • The largest Aberdeen India Fund buyer in Q1 2019 was Morgan Stanley, an estimated $2.15M added.
  • The largest Aberdeen India Fund seller in Q1 2019 was City of London Investment Management, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2019.