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IFN

Aberdeen India Fund

73 hedge funds and large institutions have $245M invested in Aberdeen India Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $230M → $245M (+$14.5M)

6% more funds holding

Funds holding: 6973 (+4)

0.7% more ownership

Funds ownership: 31.17%31.87% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $97K

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
17
Closed
6
Calls
Puts
$97K
Net Calls
-$97K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74K
VWA
52
V Wealth Advisors
Kansas
$54K +$53.1K +1,990 New
WA
53
WFG Advisors
Texas
$46K
GWM
54
Geneos Wealth Management
Colorado
$43K
PCTC
55
Perkins Coie Trust Company
Washington
$38K
LYV
56
Live Your Vision
Pennsylvania
$37K +$34K +1,275 New
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
IA
58
IFP Advisors
Florida
$29K +$11.3K +425 +67%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$27K -$28.4K -1,064 -52%
TJHA
60
Thomas J. Herzfeld Advisors
Florida
$27K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$19K
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$13K
CG
63
Cutler Group
California
$12K -$66.7K -2,500 -85%
SIAP
64
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$11K
CPIG
66
Chicago Partners Investment Group
Illinois
$10K +$12.4K +465 New
MWM
67
Mascoma Wealth Management
New Hampshire
$9K
US Bancorp
68
US Bancorp
Minnesota
$8K
CPA
69
Clear Perspective Advisors
Illinois
$8K +$8.01K +300 New
SPIA
70
Steward Partners Investment Advisory
New York
$6K +$6.08K +228 New
TRCT
71
Tower Research Capital (TRC)
New York
$5K +$5.34K +200 New
SNT
72
Security National Trust
West Virginia
$3K
PA
73
Parallel Advisors
California
$2K
BWA
74
BDO Wealth Advisors
Florida
$2K +$2.4K +90 New
LPL Financial
75
LPL Financial
California
-$1.05M -40,973 Closed

IFN Hedge Fund Activity: Q2 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2017, worth a combined $245M — up 6.3% from $230M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was City of London Investment Management, cutting an estimated $1.48M.

  • 73 institutional investors held Aberdeen India Fund (IFN) as of Q2 2017, up from 69 in Q1 2017.
  • Funds reported $245M of Aberdeen India Fund stock for Q2 2017, up 6.3% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q2 2017 and 6 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q2 2017 was Morgan Stanley, an estimated $3.66M added.
  • The largest Aberdeen India Fund seller in Q2 2017 was City of London Investment Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2017.