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IFN

Aberdeen India Fund
IFN

67 hedge funds and large institutions have $82.4M invested in Aberdeen India Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

56% more capital invested

Capital invested by funds: $52.9M → $82.4M (+$29.4M)

6% more funds holding

Funds holding: 63 → 67 (+4)

5.35% more ownership

Funds ownership: 11.13% → 16.48% (+5.4%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M
3
AWS
Atria Wealth Solutions
New York
+$615K
4
LPL Financial
LPL Financial
California
+$453K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$389K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$625K
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$550K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$456K
4
CFG
Cooper Financial Group
California
-$199K
5
Stifel Financial
Stifel Financial
Missouri
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
26
Robertson Stephens Wealth Management
California
$266K – – –
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$245K +$230K +13,387 New
FFN
28
Focus Financial Network
Minnesota
$238K +$217K +12,621 New
HPM
29
Hudson Portfolio Management
New York
$234K -$19.6K -1,143 -8%
NA
30
NewEdge Advisors
Louisiana
$226K +$179K +10,437 +603%
SA
31
Sunesis Advisors
Kansas
$221K – – –
AAS
32
Avantax Advisory Services
Texas
$215K -$6.83K -398 -3%
WWM
33
Western Wealth Management
Colorado
$215K +$202K +11,759 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$203K -$11.4K -662 -6%
MMA
35
Miracle Mile Advisors
California
$200K – – –
Barclays
36
Barclays
United Kingdom
$116K +$2.71K +158 +2%
MTIC
37
Missouri Trust & Investment Company
Missouri
$85.9K – – –
JEST
38
JTC Employer Solutions Trustee
Jersey
$70K +$1.6K +93 +2%
PCMC
39
Planning Capital Management Corporation
Pennsylvania
$60.2K +$56.5K +3,293 New
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$36.5K +$24K +1,400 +233%
CFB
41
Cullen/Frost Bankers
Texas
$32.9K – – –
PTC
42
Private Trust Company
Ohio
$28.4K – – –
BCWM
43
Bartlett & Co Wealth Management
Ohio
$28K – – –
BC
44
Bartlett & Co
Ohio
$28K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$23.9K – – –
GRP
46
Global Retirement Partners
California
$20.2K +$395 +23 +2%
AA
47
Ancora Advisors
Ohio
$20.1K -$5.15K -300 -21%
TIM
48
Thompson Investment Management
Wisconsin
$19.8K – – –
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$18.3K – – –
AIC
50
Ayalon Insurance Company
Israel
$17K – – –
1
2
3

IFN Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2023, worth a combined $82.4M — up 56% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $625K sold.

  • 67 institutional investors held Aberdeen India Fund (IFN) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $82.4M of Aberdeen India Fund stock for Q4 2023, up 56% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
  • The largest Aberdeen India Fund seller in Q4 2023 was JP Morgan Chase, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2023.