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IFN

Aberdeen India Fund

60 hedge funds and large institutions have $54.6M invested in Aberdeen India Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 6160 (-1)

2.52% less ownership

Funds ownership: 14.56%12.04% (-2.5%)

8% less capital invested

Capital invested by funds: $59.5M → $54.6M (-$4.92M)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$220K +$21.2K +1,360 +11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$196K -$18.2K -1,165 -9%
CFG
28
Cooper Financial Group
California
$188K
JP Morgan Chase
29
JP Morgan Chase
New York
$172K +$162K +10,343 +129,288%
GC
30
Guggenheim Capital
Illinois
$171K -$5.81K -372 -3%
Barclays
31
Barclays
United Kingdom
$103K +$2.72K +174 +3%
MTIC
32
Missouri Trust & Investment Company
Missouri
$78K +$73.4K +4,697 New
JEST
33
JTC Employer Solutions Trustee
Jersey
$62K
HDIM
34
Hanson & Doremus Investment Management
Vermont
$31K
CFB
35
Cullen/Frost Bankers
Texas
$29.9K
NA
36
NewEdge Advisors
Louisiana
$28K +$625 +40 +2%
PTC
37
Private Trust Company
Ohio
$25.1K
BC
38
Bartlett & Co
Ohio
$25K +$23.4K +1,500 New
BCWM
39
Bartlett & Co Wealth Management
Ohio
$24.9K +$23.4K +1,500 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$23.6K +$22.2K +1,419 New
AA
41
Ancora Advisors
Ohio
$23.2K
EWM
42
Endurance Wealth Management
Rhode Island
$23K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$21.2K +$469 +30 +2%
TIM
44
Thompson Investment Management
Wisconsin
$17.9K
GRP
45
Global Retirement Partners
California
$17K +$359 +23 +2%
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$16.6K
AIC
47
Ayalon Insurance Company
Israel
$15K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
FFA
49
Farther Finance Advisors
California
$12.7K +$281 +18 +2%
JFG
50
JDM Financial Group
Texas
$10.2K +$234 +15 +2%

IFN Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2023, worth a combined $54.6M — down 8.3% from $59.5M a quarter earlier.

Fund positioning in IFN was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 8 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $733K. The largest seller was Lazard Asset Management, cutting an estimated $13M.

  • 60 institutional investors held Aberdeen India Fund (IFN) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $54.6M of Aberdeen India Fund stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 8 funds opened new Aberdeen India Fund positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $733K added.
  • The largest Aberdeen India Fund seller in Q2 2023 was Lazard Asset Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.