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IFN

Aberdeen India Fund
IFN

57 hedge funds and large institutions have $123M invested in Aberdeen India Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

6.62% less ownership

Funds ownership: 30.29% → 23.67% (-6.6%)

10% less funds holding

Funds holding: 63 → 57 (-6)

23% less capital invested

Capital invested by funds: $160M → $123M (-$37.4M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
13
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$200K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.12M
2
Bank of America
Bank of America
North Carolina
+$529K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$406K
4
CAG
Csenge Advisory Group
Florida
+$349K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$327K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.83M
2
COLIM
City of London Investment Management
United Kingdom
-$7.91M
3
JSMC
Jess S. Morgan & Co
California
-$3.1M
4
WAM
Wolverine Asset Management
Illinois
-$1.41M
5
SCM
Saba Capital Management
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$210K -$8.74K -434 -4%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$195K +$203K +10,098 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$184K +$4.77K +237 +3%
SCM
29
Segantii Capital Management
Hong Kong
$149K -$351K -17,400 -69%
Osaic Holdings
30
Osaic Holdings
Arizona
$107K +$282 +14 +0.3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$100K -$141 -7 -0.1%
JEST
32
JTC Employer Solutions Trustee
Jersey
$72K – – –
AA
33
Ancora Advisors
Ohio
$38K – – –
HDIM
34
Hanson & Doremus Investment Management
Vermont
$36K – – –
GWM
35
Geneos Wealth Management
Colorado
$36K +$1.33K +66 +4%
CFB
36
Cullen/Frost Bankers
Texas
$35K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$33K +$967 +48 +3%
AIC
38
Ayalon Insurance Company
Israel
$30K – – –
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.9K – – –
EWM
40
Endurance Wealth Management
Rhode Island
$27K – – –
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
LWA
42
Lenox Wealth Advisors
New York
$20K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$20K +$725 +36 +4%
HNB
44
Huntington National Bank
Ohio
$20K +$20.9K +1,036 New
SWM
45
Spire Wealth Management
Virginia
$15K – – –
SLWA
46
San Luis Wealth Advisors
California
$15K +$14K +697 New
GRP
47
Global Retirement Partners
California
$14K +$16.8K +834 New
FWM
48
Focused Wealth Management
New York
$11K – – –
PA
49
Parallel Advisors
California
$11K +$11.3K +561 New
APA
50
American Portfolios Advisors
New York
$8.24K +$302 +15 +4%
1
2
3

IFN Hedge Fund Activity: Q1 2022 in Review

57 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2022, worth a combined $123M — down 23% from $160M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IFN and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.12M. The largest seller was Morgan Stanley, cutting an estimated $9.83M.

  • 57 institutional investors held Aberdeen India Fund (IFN) as of Q1 2022, down from 63 in Q4 2021.
  • Funds reported $123M of Aberdeen India Fund stock for Q1 2022, down 23% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Aberdeen India Fund buyer in Q1 2022 was Creative Planning, an estimated $1.12M added.
  • The largest Aberdeen India Fund seller in Q1 2022 was Morgan Stanley, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2022.