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IFN

Aberdeen India Fund

84 hedge funds and large institutions have $247M invested in Aberdeen India Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

15% more funds holding

Funds holding: 7384 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 34.46%33.22% (-1.2%)

6% less capital invested

Capital invested by funds: $263M → $247M (-$16.1M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
18
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Clarus Wealth Advisors
Arizona
$201K +$212K +7,696 New
AA
52
Advisory Alpha
Michigan
$160K +$163K +5,900 New
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$128K -$99.8K -3,622 -42%
NSIM
54
North Star Investment Management
Illinois
$127K
AG
55
Advisor Group
Arizona
$103K +$22.5K +816 +26%
HDIM
56
Hanson & Doremus Investment Management
Vermont
$96K
LYV
57
Live Your Vision
Pennsylvania
$91K +$27.6K +1,000 +44%
WCM
58
Whitener Capital Management
North Carolina
$76K +$81K +2,937 New
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K
GWM
60
Geneos Wealth Management
Colorado
$42K
PCTC
61
Perkins Coie Trust Company
Washington
$37K
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$37K +$39.3K +1,424 New
OIA
63
OneDigital Investment Advisors
Kansas
$33K +$35.3K +1,280 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$28K -$41.8K -1,515 -59%
LWCFA
65
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
IA
66
IFP Advisors
Florida
$28K +$276 +10 +0.9%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$26K
TJHA
68
Thomas J. Herzfeld Advisors
Florida
$26K
TRCT
69
Tower Research Capital (TRC)
New York
$26K +$22.3K +808 +404%
SWM
70
SeaCrest Wealth Management
New York
$24K +$25.5K +925 New
SIA
71
SeaBridge Investment Advisors
New Jersey
$21K
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$13K
KTC
73
Kistler-Tiffany Companies
Pennsylvania
$13K
CG
74
Cutler Group
California
$13K +$11K +400 +400%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K

IFN Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2017, worth a combined $247M — down 6.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFN positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.94M. The largest seller was City of London Investment Management, cutting an estimated $11.5M.

  • 84 institutional investors held Aberdeen India Fund (IFN) as of Q4 2017, up from 73 in Q3 2017.
  • Funds reported $247M of Aberdeen India Fund stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q4 2017 was Wells Fargo, an estimated $7.94M added.
  • The largest Aberdeen India Fund seller in Q4 2017 was City of London Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2017.