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IFN

Aberdeen India Fund

79 hedge funds and large institutions have $172M invested in Aberdeen India Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $40K | Put options by funds: $36K

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0.3% less ownership

Funds ownership: 31.04%30.74% (-0.3%)

7% less funds holding

Funds holding: 8579 (-6)

9% less capital invested

Capital invested by funds: $190M → $172M (-$17.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
19
Closed
20
Calls
$40K
Puts
$36K
Net Calls
+$4K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K
IA
52
IFP Advisors
Florida
$53K +$5.32K +251 +11%
AG
53
Advisor Group
Arizona
$49K -$1.72K -81 -3%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$44K +$45.8K +2,161 New
ESB
55
Essex Savings Bank
Connecticut
$35K +$36.8K +1,739 New
GWM
56
Geneos Wealth Management
Colorado
$32K
PCTC
57
Perkins Coie Trust Company
Washington
$29K
LYV
58
Live Your Vision
Pennsylvania
$27K
OIA
59
OneDigital Investment Advisors
Kansas
$26K
LWCFA
60
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$20K -$33.9K -1,599 -62%
SWM
62
SeaCrest Wealth Management
New York
$20K +$678 +32 +3%
IWA
63
Intercontinental Wealth Advisors
Texas
$20K +$20.9K +989 New
OIA
64
Optimum Investment Advisors
Illinois
$12K
AF
65
Advisornet Financial
Minnesota
$11K +$360 +17 +3%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$10.6K +500 New
FHB
67
First Hawaiian Bank
Hawaii
$10K
KTC
68
Kistler-Tiffany Companies
Pennsylvania
$10K
SIAP
69
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
APA
70
American Portfolios Advisors
New York
$8.34K -$5.83K -275 -40%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$8K
GRP
72
Global Retirement Partners
California
$8K
CA
73
Claro Advisors
Massachusetts
$8K +$7.5K +354 New
JP Morgan Chase
74
JP Morgan Chase
New York
$8K +$7.86K +371 New
US Bancorp
75
US Bancorp
Minnesota
$6K

IFN Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2018, worth a combined $172M — down 9.4% from $190M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IFN and 15 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was City of London Investment Management, adding an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $6.13M.

  • 79 institutional investors held Aberdeen India Fund (IFN) as of Q4 2018, down from 85 in Q3 2018.
  • Funds reported $172M of Aberdeen India Fund stock for Q4 2018, down 9.4% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q4 2018 and 20 closed out, a net change of -5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2018 was City of London Investment Management, an estimated $4.5M added.
  • The largest Aberdeen India Fund seller in Q4 2018 was Morgan Stanley, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2018.