IFN

India Fund
IFN

Overview Fund Activity

69 hedge funds and large institutions have $230M invested in India Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
21
Reduced
11
Closed
11
Calls
$25K
Puts
$91K
Net Calls
-$66K
Net Calls Change
+$23K

Top Buyers

1
DT
Diversified Trust
Tennessee
+$4.42M
2
Morgan Stanley
Morgan Stanley
New York
+$4.08M
3
CA
Cornerstone Advisors
North Carolina
+$2.92M
4
WAM
Wolverine Asset Management
Illinois
+$2.39M
5
CRC
Curi RMB Capital
Illinois
+$1.86M

Top Sellers

1
JIR
James Investment Research
Ohio
-$5.9M
2
Wells Fargo
Wells Fargo
California
-$5.67M
3
COLIM
City of London Investment Management
United Kingdom
-$4.36M
4
TAM
Tocqueville Asset Management
New York
-$2.43M
5
LCM
Landscape Capital Management
New Jersey
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$52K – – –
WA
53
WFG Advisors
Texas
$43K – – –
GWM
54
Geneos Wealth Management
Colorado
$41K – – –
GBBWRPM
55
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$39K +1,532 New
PCTC
56
Perkins Coie Trust Company
Washington
$36K – – –
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$25K +$25K +1,000 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$18K – – –
IA
60
IFP Advisors
Florida
$16K – – –
SEI Investments
61
SEI Investments
Pennsylvania
$14K +$14K +554 New
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K – – –
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$10K -$10K -411 -50%
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$9K -$6K – –
MWM
66
Mascoma Wealth Management
New Hampshire
$9K – – –
US Bancorp
67
US Bancorp
Minnesota
$8K – – –
NSIM
68
North Star Investment Management
Illinois
$5K – – –
SNT
69
Security National Trust
West Virginia
$3K -$5.46K -200 -65%
PA
70
Parallel Advisors
California
$2K +$2K +73 New
TAM
71
Tocqueville Asset Management
New York
– -$2.43M -113,477 Closed
LCM
72
Landscape Capital Management
New Jersey
– -$546K -25,539 Closed
TC
73
TFS Capital
Pennsylvania
– -$286K -13,365 Closed
AA
74
Ancora Advisors
Ohio
– -$71K -3,298 Closed
Simplex Trading
75
Simplex Trading
Illinois
– -$42K -1,981 Closed
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