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IFN

Aberdeen India Fund

73 hedge funds and large institutions have $263M invested in Aberdeen India Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $245M → $263M (+$17.9M)

2.59% more ownership

Funds ownership: 31.87%34.46% (+2.6%)

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
Holders Change %
0%
% 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
7
Increased
19
Reduced
15
Closed
6
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$83K
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$82K
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$69K +$51.9K +1,865 +260%
LYV
55
Live Your Vision
Pennsylvania
$61K +$27.8K +1,000 +78%
GWM
56
Geneos Wealth Management
Colorado
$43K
PCTC
57
Perkins Coie Trust Company
Washington
$38K
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
IA
59
IFP Advisors
Florida
$29K +$418 +15 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$27K
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$27K
SIA
62
SeaBridge Investment Advisors
New Jersey
$22K +$22.8K +820 New
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$14K +$2.78K +100 +24%
KTC
64
Kistler-Tiffany Companies
Pennsylvania
$13K
SIAP
65
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
MWM
66
Mascoma Wealth Management
New Hampshire
$9K
US Bancorp
67
US Bancorp
Minnesota
$8K
BWL
68
Bogart Wealth LLC
Virginia
$7K +$6.82K +245 New
SPIA
69
Steward Partners Investment Advisory
New York
$6K
TRCT
70
Tower Research Capital (TRC)
New York
$5K
ClearBridge Investments
71
ClearBridge Investments
New York
$4K +$4.18K +150 New
SNT
72
Security National Trust
West Virginia
$3K
CG
73
Cutler Group
California
$2K -$9.77K -351 -78%
PA
74
Parallel Advisors
California
$2K
FC
75
Ferris Capital
Massachusetts
-$144K -5,345 Closed

IFN Hedge Fund Activity: Q3 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2017, worth a combined $263M — up 7.3% from $245M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFN positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Hermes Investment Management, opening a new position worth an estimated $9.63M. The largest seller was Bank of America, cutting an estimated $518K.

  • 73 institutional investors held Aberdeen India Fund (IFN) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $263M of Aberdeen India Fund stock for Q3 2017, up 7.3% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q3 2017 and 6 closed out, a net change of +1 holder.
  • The largest Aberdeen India Fund buyer in Q3 2017 was Hermes Investment Management, an estimated $9.63M added.
  • The largest Aberdeen India Fund seller in Q3 2017 was Bank of America, an estimated $518K sold.

Based on aggregated 13F filings for Q3 2017.