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IFN

Aberdeen India Fund
IFN

63 hedge funds and large institutions have $52.9M invested in Aberdeen India Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 60 → 63 (+3)

0.91% less ownership

Funds ownership: 12.04% → 11.13% (-0.91%)

3% less capital invested

Capital invested by funds: $54.6M → $52.9M (-$1.64M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Beck Capital Management
Texas
+$3.08M
2
Morgan Stanley
Morgan Stanley
New York
+$2.45M
3
AWS
Atria Wealth Solutions
New York
+$908K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$441K
5
JP Morgan Chase
JP Morgan Chase
New York
+$430K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$12.6M
2
GC
Guggenheim Capital
Illinois
-$171K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
4
CAG
Csenge Advisory Group
Florida
-$113K
5
UBS Group
UBS Group
Switzerland
-$24.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$306K +$72.6K +4,309 +33%
RSWM
27
Robertson Stephens Wealth Management
California
$247K -$16.8K -1,000 -7%
HPM
28
Hudson Portfolio Management
New York
$243K -$1.68K -100 -0.7%
AAS
29
Avantax Advisory Services
Texas
$212K +$205K +12,170 New
SA
30
Sunesis Advisors
Kansas
$211K +$204K +12,109 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$205K -$135 -8 -0.1%
CFG
32
Cooper Financial Group
California
$199K +$1.06K +63 +0.6%
MMA
33
Miracle Mile Advisors
California
$190K +$184K +10,920 New
Barclays
34
Barclays
United Kingdom
$103K +$2.53K +150 +2%
MTIC
35
Missouri Trust & Investment Company
Missouri
$81.8K – – –
JEST
36
JTC Employer Solutions Trustee
Jersey
$65K – – –
CFB
37
Cullen/Frost Bankers
Texas
$31.4K – – –
NA
38
NewEdge Advisors
Louisiana
$30.1K +$758 +45 +3%
PTC
39
Private Trust Company
Ohio
$27K +$606 +36 +2%
BCWM
40
Bartlett & Co Wealth Management
Ohio
$26.1K – – –
BC
41
Bartlett & Co
Ohio
$26K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$25.9K +$1.18K +70 +5%
AA
43
Ancora Advisors
Ohio
$24.4K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$22.8K +$539 +32 +3%
TIM
45
Thompson Investment Management
Wisconsin
$18.8K – – –
GRP
46
Global Retirement Partners
California
$17.6K +$404 +24 +2%
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K – – –
AIC
48
Ayalon Insurance Company
Israel
$16K – – –
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K – – –
FFA
50
Farther Finance Advisors
California
$13.6K +$320 +19 +2%
1
2
3

IFN Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2023, worth a combined $52.9M — down 3% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFN positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Beck Capital Management, opening a new position worth an estimated $3.08M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $12.6M sold.

  • 63 institutional investors held Aberdeen India Fund (IFN) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $52.9M of Aberdeen India Fund stock for Q3 2023, down 3% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q3 2023 and 3 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q3 2023 was Beck Capital Management, an estimated $3.08M added.
  • The largest Aberdeen India Fund seller in Q3 2023 was Lazard Asset Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2023.