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IFN

Aberdeen India Fund

69 hedge funds and large institutions have $230M invested in Aberdeen 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

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $194M → $230M (+$36.2M)

5% more funds holding

Funds holding: 6669 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 31.2%31.17% (-0.03%)

73% less call options, than puts

Call options by funds: $25K | Put options by funds: $91K

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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$35.5K +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 +$23.2K +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 +$12.8K +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 -$9.53K -411 -50%
MWM
65
Mascoma Wealth Management
New Hampshire
$9K
WAM
66
Wealthspire Advisors (Maryland)
Maryland
$9K
US Bancorp
67
US Bancorp
Minnesota
$8K
NSIM
68
North Star Investment Management
Illinois
$5K
SNT
69
Security National Trust
West Virginia
$3K -$4.63K -200 -65%
PA
70
Parallel Advisors
California
$2K +$1.69K +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
-$45.9K -1,981 Closed

IFN Hedge Fund Activity: Q1 2017 in Review

69 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2017, worth a combined $230M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFN positions and 11 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Diversified Trust, opening a new position worth an estimated $4.03M. The largest seller was James Investment Research, cutting an estimated $5.38M.

  • 69 institutional investors held Aberdeen India Fund (IFN) as of Q1 2017, up from 66 in Q4 2016.
  • Funds reported $230M of Aberdeen India Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q1 2017 and 11 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q1 2017 was Diversified Trust, an estimated $4.03M added.
  • The largest Aberdeen India Fund seller in Q1 2017 was James Investment Research, an estimated $5.38M sold.

Based on aggregated 13F filings for Q1 2017.