IFN

India Fund
IFN

Overview Fund Activity

83 hedge funds and large institutions have $147M invested in India Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.19M
2
CG
Colony Group
Massachusetts
+$612K
3
WAM
Wolverine Asset Management
Illinois
+$544K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$464K
5
HighTower Advisors
HighTower Advisors
Illinois
+$320K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$7.72M
2
Lazard Asset Management
Lazard Asset Management
New York
-$1.51M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.32M
4
Creative Planning
Creative Planning
Kansas
-$322K
5
WAM
Weatherly Asset Management
California
-$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
51
Whittier Trust
California
$45K +$45K +2,216 New
VCP
52
Verus Capital Partners
Arizona
$42K +$42K +2,100 New
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K -$17K -844 -33%
GWM
54
Geneos Wealth Management
Colorado
$34K – – –
PCTC
55
Perkins Coie Trust Company
Washington
$29K – – –
EWM
56
Endurance Wealth Management
Rhode Island
$28K – – –
AIM
57
Anchor Investment Management
South Carolina
$27.5K +$181 +9 +0.7%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$15K -$7.3K -370 -33%
OIA
59
Optimum Investment Advisors
Illinois
$12K – – –
KTC
60
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
NFG
61
Next Financial Group
Texas
$10K +$10K +500 New
MA
62
MUFG Americas
New York
$10K +$10K +506 New
APA
63
American Portfolios Advisors
New York
$8.29K – – –
GRP
64
Global Retirement Partners
California
$8K – – –
SIAP
65
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K – – –
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$8K – – –
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$7K – – –
US Bancorp
69
US Bancorp
Minnesota
$6K – – –
CHA
70
Carmichael Hill & Associates
Maryland
$6K +$6K +280 New
RMAM
71
Raab & Moskowitz Asset Management
New Jersey
$6K +$6K +329 New
FP
72
Financial Perspectives
Minnesota
$5.58K +$5.58K +277 New
AF
73
Advisornet Financial
Minnesota
$5K -$6K -323 -55%
BWL
74
Bogart Wealth LLC
Virginia
$5K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$4K – – –
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3
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