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IFN

Aberdeen India Fund
IFN

51 hedge funds and large institutions have $93.9M invested in Aberdeen India Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 21.79% → 21.37% (-0.42%)

3% less capital invested

Capital invested by funds: $97M → $93.9M (-$3.11M)

11% less funds holding

Funds holding: 57 → 51 (-6)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$1.73M
2
Bank of America
Bank of America
North Carolina
+$568K
3
AWS
Atria Wealth Solutions
New York
+$401K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$119K
5
IA
IFP Advisors
Florida
+$68.8K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.13M
3
Lazard Asset Management
Lazard Asset Management
New York
-$641K
4
OC
Oppenheimer & Co
New York
-$361K
5
SCM
Saba Capital Management
New York
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$99K +$68.8K +4,000 New
JEST
27
JTC Employer Solutions Trustee
Jersey
$60K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$37K -$2.17K -126 -5%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$30K – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
CFB
31
Cullen/Frost Bankers
Texas
$29K – – –
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K – – –
AA
33
Ancora Advisors
Ohio
$23K -$14.9K -866 -38%
EWM
34
Endurance Wealth Management
Rhode Island
$22K – – –
PTC
35
Private Trust Company
Ohio
$20K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$19K +$17 +1 +0.1%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$18K +$482 +28 +3%
AIC
38
Ayalon Insurance Company
Israel
$14K – – –
GRP
39
Global Retirement Partners
California
$14K +$378 +22 +3%
SWM
40
Spire Wealth Management
Virginia
$13K – – –
US Bancorp
41
US Bancorp
Minnesota
$10K +$327 +19 +3%
FWM
42
Focused Wealth Management
New York
$9K – – –
PA
43
Parallel Advisors
California
$9K – – –
APA
44
American Portfolios Advisors
New York
$7.25K +$189 +11 +3%
KFI
45
Key Financial Inc
Pennsylvania
$5K +$120 +7 +2%
SPIA
46
Steward Partners Investment Advisory
New York
$4K +$120 +7 +3%
NSIM
47
North Star Investment Management
Illinois
$3K – – –
TC
48
Truvestments Capital
Florida
$3K – – –
IRC
49
Investors Research Corp
Georgia
$2K – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2K +$52 +3 +3%
1
2
3

IFN Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2022, worth a combined $93.9M — down 3.2% from $97M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IFN and 2 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Colony Group, adding an estimated $1.73M. The largest seller was Allspring Global Investments, cutting an estimated $2.1M.

  • 51 institutional investors held Aberdeen India Fund (IFN) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $93.9M of Aberdeen India Fund stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 2 funds opened new Aberdeen India Fund positions in Q3 2022 and 8 closed out, a net change of -6 holders.
  • The largest Aberdeen India Fund buyer in Q3 2022 was Colony Group, an estimated $1.73M added.
  • The largest Aberdeen India Fund seller in Q3 2022 was Allspring Global Investments, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.