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IFN

Aberdeen India Fund
IFN

78 hedge funds and large institutions have $153M invested in Aberdeen India Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

4% more funds holding

Funds holding: 75 → 78 (+3)

0.68% less ownership

Funds ownership: 28.73% → 28.05% (-0.68%)

6% less capital invested

Capital invested by funds: $163M → $153M (-$9.86M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $71K

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
$71K
Net Calls
-$71K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
Lazard Asset Management
Lazard Asset Management
New York
+$1.85M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$440K
4
Creative Planning
Creative Planning
Kansas
+$320K
5
PFA
Pettinga Financial Advisors
Indiana
+$264K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.63M
2
COLIM
City of London Investment Management
United Kingdom
-$2.34M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$770K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$658K
5
UBS Group
UBS Group
Switzerland
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
26
Kingfisher Capital
North Carolina
$354K +$8.3K +406 +2%
9WM
27
9258 Wealth Management
Ohio
$354K +$46K +2,251 +15%
M&T Bank
28
M&T Bank
New York
$342K – – –
TFCP
29
Twin Focus Capital Partners
Massachusetts
$342K +$8.52K +417 +3%
Stifel Financial
30
Stifel Financial
Missouri
$342K +$110K +5,382 +47%
Creative Planning
31
Creative Planning
Kansas
$322K +$320K +15,678 New
First Manhattan
32
First Manhattan
New York
$314K – – –
OA
33
Oxbow Advisors
Texas
$314K +$44K +2,155 +16%
JIR
34
James Investment Research
Ohio
$269K -$37.8K -1,849 -12%
WAM
35
Weatherly Asset Management
California
$253K +$251K +12,307 New
Walleye Capital
36
Walleye Capital
New York
$250K +$249K +12,200 New
DT
37
Diversified Trust
Tennessee
$227K -$46.3K -2,266 -17%
VAM
38
Vontobel Asset Management
New York
$225K -$57.4K -2,811 -20%
PAA
39
Peregrine Asset Advisers
Oregon
$223K +$222K +10,875 New
FWM
40
Frontier Wealth Management
Missouri
$205K – – –
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$22.6K -1,108 -16%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$109K +$22.4K +1,098 +26%
NSIM
43
North Star Investment Management
Illinois
$100K +$99.5K +4,871 New
AG
44
Advisor Group
Arizona
$91K +$42K +2,057 +87%
WCM
45
Whitener Capital Management
North Carolina
$84K +$23.9K +1,172 +40%
AIC
46
Ayalon Insurance Company
Israel
$81K -$19.5K -955 -20%
WAM
47
Wolverine Asset Management
Illinois
$62K +$62K +3,033 New
HDIM
48
Hanson & Doremus Investment Management
Vermont
$61K -$15K -733 -20%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K – – –
GWM
50
Geneos Wealth Management
Colorado
$33K – – –
1
2
3 4

IFN Hedge Fund Activity: Q3 2019 in Review

78 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2019, worth a combined $153M — down 6% from $163M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Wells Fargo, cutting an estimated $5.63M.

  • 78 institutional investors held Aberdeen India Fund (IFN) as of Q3 2019, up from 75 in Q2 2019.
  • Funds reported $153M of Aberdeen India Fund stock for Q3 2019, down 6% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q3 2019 and 7 closed out, a net change of +3 holders.
  • The largest Aberdeen India Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest Aberdeen India Fund seller in Q3 2019 was Wells Fargo, an estimated $5.63M sold.

Based on aggregated 13F filings for Q3 2019.