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IFN

Aberdeen India Fund
IFN

74 hedge funds and large institutions have $216M invested in Aberdeen India Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $186M → $216M (+$29.2M)

5.33% more ownership

Funds ownership: 25.56% → 30.89% (+5.3%)

4% more funds holding

Funds holding: 71 → 74 (+3)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

84% less call options, than puts

Call options by funds: $118K | Put options by funds: $720K

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
21
Reduced
21
Closed
7
Calls
$118K
Puts
$720K
Net Calls
-$602K
Net Calls Change
+$482K

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$24.1M
2
HT
HAP Trading
New York
+$4.92M
3
GFM
Gramercy Funds Management
Connecticut
+$1.25M
4
WAM
Weiss Asset Management
Massachusetts
+$1.21M
5
KIM
Karpus Investment Management
New York
+$692K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$3.44M
2
CS
Credit Suisse
Switzerland
-$2.47M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.7M
4
OC
Oppenheimer & Co
New York
-$879K
5
WAM
Wolverine Asset Management
Illinois
-$741K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
51
M&T Bank
New York
$45K – – –
WEC
52
Winslow Evans & Crocker
Massachusetts
$38K +$38.4K +1,890 New
BC
53
Bartlett & Co
Ohio
$33K – – –
Citigroup
54
Citigroup
New York
$31K +$29K +1,425 +944%
PSI
55
Pinnacle Summer Investments
Virginia
$29K -$2.15K -106 -7%
PCTC
56
Perkins Coie Trust Company
Washington
$29K +$29K +1,425 New
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
WA
58
WFG Advisors
Texas
$21K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$18K +$18.3K +900 New
PTC
60
Private Trust Company
Ohio
$15K +$20 +1 +0.1%
US Bancorp
61
US Bancorp
Minnesota
$14K – – –
JIR
62
James Investment Research
Ohio
$10K – – –
KTC
63
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$10K +$8.11K +399 +403%
ECM
65
Estabrook Capital Management
New York
$8.54K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$7K – – –
LFR
67
Lehman Financial Resources
Pennsylvania
$5K – – –
1IC
68
1919 Investment Counsel
Maryland
$4K – – –
BAM
69
Brave Asset Management
New Jersey
$4K +$3.84K +189 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.14K +204 New
ACM
71
Aviance Capital Management
Florida
$3K -$11.6K -571 -78%
SNT
72
Security National Trust
West Virginia
$3K -$4.49K -221 -57%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174 +$28K +1,380 +19%
CS
74
Credit Suisse
Switzerland
– -$2.47M -129,065 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
– -$1.7M -88,678 Closed
1 2
3
4

IFN Hedge Fund Activity: Q4 2013 in Review

74 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2013, worth a combined $216M — up 16% from $186M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IFN positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $24.1M. The largest seller was Cornerstone Advisors, cutting an estimated $3.44M.

  • 74 institutional investors held Aberdeen India Fund (IFN) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $216M of Aberdeen India Fund stock for Q4 2013, up 16% quarter-over-quarter.
  • 12 funds opened new Aberdeen India Fund positions in Q4 2013 and 7 closed out, a net change of +5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2013 was City of London Investment Management, an estimated $24.1M added.
  • The largest Aberdeen India Fund seller in Q4 2013 was Cornerstone Advisors, an estimated $3.44M sold.

Based on aggregated 13F filings for Q4 2013.