We are live on ! Find out more
IFN

Aberdeen India Fund
IFN

61 hedge funds and large institutions have $59.5M invested in Aberdeen India Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

20% more funds holding

Funds holding: 51 → 61 (+10)

3.27% less ownership

Funds ownership: 17.83% → 14.56% (-3.3%)

18% less capital invested

Capital invested by funds: $72.2M → $59.5M (-$12.7M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
3
AWS
Atria Wealth Solutions
New York
+$873K
4
OC
Oppenheimer & Co
New York
+$248K
5
GA
GFS Advisors
Texas
+$199K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$7.21M
3
Bank of America
Bank of America
North Carolina
-$2.47M
4
Wells Fargo
Wells Fargo
California
-$152K
5
EC
Elequin Capital
New York
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
26
Robertson Stephens Wealth Management
California
$177K +$181K +11,700 New
CFG
27
Cooper Financial Group
California
$171K +$175K +11,335 New
GC
28
Guggenheim Capital
Illinois
$162K +$3.7K +239 +2%
Barclays
29
Barclays
United Kingdom
$93.5K +$92.8K +6,000 New
JEST
30
JTC Employer Solutions Trustee
Jersey
$57K – – –
HDIM
31
Hanson & Doremus Investment Management
Vermont
$28K – – –
CFB
32
Cullen/Frost Bankers
Texas
$27.2K – – –
NA
33
NewEdge Advisors
Louisiana
$24.9K +$3.42K +221 +16%
PTC
34
Private Trust Company
Ohio
$22.9K – – –
AA
35
Ancora Advisors
Ohio
$21.2K – – –
EWM
36
Endurance Wealth Management
Rhode Island
$21K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$18.9K +$2.32K +150 +14%
TIM
38
Thompson Investment Management
Wisconsin
$16.3K +$16.7K +1,080 New
GRP
39
Global Retirement Partners
California
$15.6K +$1.84K +119 +13%
OLVIG
40
Oliver Lagore Vanvalin Investment Group
Michigan
$15.1K +$15.5K +1,000 New
AIC
41
Ayalon Insurance Company
Israel
$14K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K -$11.1K -719 -46%
FFA
43
Farther Finance Advisors
California
$11.3K +$11.5K +746 New
JFG
44
JDM Financial Group
Texas
$9.11K +$1.13K +73 +14%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$9.07K +$9.28K +600 New
PA
46
Parallel Advisors
California
$8.49K – – –
FWM
47
Focused Wealth Management
New York
$8.32K – – –
SWM
48
Spire Wealth Management
Virginia
$7.57K – – –
YDMI
49
Y.D. More Investments
Israel
$5.29K -$20.8K -1,344 -79%
SPIA
50
Steward Partners Investment Advisory
New York
$3.56K – – –
1
2
3

IFN Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2023, worth a combined $59.5M — down 18% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFN positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $11.3M sold.

  • 61 institutional investors held Aberdeen India Fund (IFN) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $59.5M of Aberdeen India Fund stock for Q1 2023, down 18% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q1 2023 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.79M added.
  • The largest Aberdeen India Fund seller in Q1 2023 was Allspring Global Investments, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.