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IFN

Aberdeen India Fund
IFN

85 hedge funds and large institutions have $190M invested in Aberdeen India Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.18% less ownership

Funds ownership: 32.21% → 31.04% (-1.2%)

3% less funds holding

Funds holding: 88 → 85 (-3)

12% less capital invested

Capital invested by funds: $217M → $190M (-$26.5M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

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

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
23
Closed
16
Calls
–
Puts
$97K
Net Calls
-$97K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.21M
2
Wells Fargo
Wells Fargo
California
+$1.48M
3
SO
STRS Ohio
Ohio
+$639K
4
UBS Group
UBS Group
Switzerland
+$404K
5
1CP
1607 Capital Partners
Virginia
+$302K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$6.64M
2
WAM
Wolverine Asset Management
Illinois
-$1.31M
3
6M
6 Meridian
Kansas
-$1.09M
4
FTI
Fiduciary Trust International
Massachusetts
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Whitener Capital Management
North Carolina
$64K +$72.2K +2,937 New
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$57K +$39.3K +1,599 +160%
AG
54
Advisor Group
Arizona
$55K +$5.93K +241 +11%
IA
55
IFP Advisors
Florida
$52K +$29K +1,179 +99%
GWM
56
Geneos Wealth Management
Colorado
$36K – – –
PCTC
57
Perkins Coie Trust Company
Washington
$32K – – –
LYV
58
Live Your Vision
Pennsylvania
$28K – – –
OIA
59
OneDigital Investment Advisors
Kansas
$28K – – –
MCM
60
Mainstay Capital Management
Michigan
$25K – – –
Group One Trading
61
Group One Trading
Illinois
$24K – – –
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
SWM
63
SeaCrest Wealth Management
New York
$22K +$689 +28 +3%
APA
64
American Portfolios Advisors
New York
$15.2K +$10.1K +412 +150%
OIA
65
Optimum Investment Advisors
Illinois
$13K – – –
AF
66
Advisornet Financial
Minnesota
$12K +$369 +15 +3%
KTC
67
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
FHB
68
First Hawaiian Bank
Hawaii
$11K +$12.3K +500 New
SIAP
69
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$9K – – –
GRP
71
Global Retirement Partners
California
$9K +$9.84K +400 New
US Bancorp
72
US Bancorp
Minnesota
$7K -$24.6K -1,000 -77%
OFW
73
Omnia Family Wealth
Florida
$6K +$6.52K +265 New
BWL
74
Bogart Wealth LLC
Virginia
$5K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$5K – – –
1 2
3
4 5

IFN Hedge Fund Activity: Q3 2018 in Review

85 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2018, worth a combined $190M — down 12% from $217M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IFN and 13 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 21 added.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $2.21M. The largest seller was Lazard Asset Management, cutting an estimated $6.64M.

  • 85 institutional investors held Aberdeen India Fund (IFN) as of Q3 2018, down from 88 in Q2 2018.
  • Funds reported $190M of Aberdeen India Fund stock for Q3 2018, down 12% quarter-over-quarter.
  • 13 funds opened new Aberdeen India Fund positions in Q3 2018 and 16 closed out, a net change of -3 holders.
  • The largest Aberdeen India Fund buyer in Q3 2018 was Geode Capital Management, an estimated $2.21M added.
  • The largest Aberdeen India Fund seller in Q3 2018 was Lazard Asset Management, an estimated $6.64M sold.

Based on aggregated 13F filings for Q3 2018.