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IFN

Aberdeen India Fund
IFN

79 hedge funds and large institutions have $102M invested in Aberdeen India Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 27.26% → 29.64% (+2.4%)

5% less funds holding

Funds holding: 83 → 79 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

31% less capital invested

Capital invested by funds: $147M → $102M (-$45.1M)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$7.18M
2
SO
STRS Ohio
Ohio
+$1.29M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
6M
6 Meridian
Kansas
+$1.04M
5
LCM
Landscape Capital Management
New Jersey
+$747K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$3.1M
2
JSMC
Jess S. Morgan & Co
California
-$2.98M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$645K
4
WAM
Wolverine Asset Management
Illinois
-$554K
5
RJA
Raymond James & Associates
Florida
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
51
Endurance Wealth Management
Rhode Island
$19K – – –
PCTC
52
Perkins Coie Trust Company
Washington
$19K – – –
AIM
53
Anchor Investment Management
South Carolina
$18.7K +$166 +9 +0.7%
AIC
54
Ayalon Insurance Company
Israel
$10K -$57.8K -3,135 -80%
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
OIA
56
Optimum Investment Advisors
Illinois
$8K – – –
VFA
57
Valeo Financial Advisors
Indiana
$8K +$9.99K +542 New
SIAP
58
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$6K +$7.69K +417 New
APA
60
American Portfolios Advisors
New York
$5.61K – – –
GRP
61
Global Retirement Partners
California
$5K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$5K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
VCP
64
Verus Capital Partners
Arizona
$4K -$33.2K -1,800 -86%
US Bancorp
65
US Bancorp
Minnesota
$4K – – –
AF
66
Advisornet Financial
Minnesota
$4K +$129 +7 +3%
KFI
67
Key Financial Inc
Pennsylvania
$4K +$5.11K +277 New
FP
68
Financial Perspectives
Minnesota
$3.77K – – –
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$3K -$73.3K -3,976 -95%
SPIA
70
Steward Partners Investment Advisory
New York
$3K – – –
HIA
71
Harbor Investment Advisory
Maryland
$3K +$277 +15 +7%
ASN
72
Advisory Services Network
Georgia
$2K – – –
TC
73
Truvestments Capital
Florida
$2K +$3.45K +187 New
FHA
74
Flagship Harbor Advisors
Massachusetts
$1K – – –
IRC
75
Investors Research Corp
Georgia
$1K – – –
1 2
3
4

IFN Hedge Fund Activity: Q1 2020 in Review

79 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2020, worth a combined $102M — down 31% from $147M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IFN and 12 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 17 added.

The largest buyer was City of London Investment Management, adding an estimated $7.18M. The largest seller was Lazard Asset Management, cutting an estimated $3.1M.

  • 79 institutional investors held Aberdeen India Fund (IFN) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $102M of Aberdeen India Fund stock for Q1 2020, down 31% quarter-over-quarter.
  • 12 funds opened new Aberdeen India Fund positions in Q1 2020 and 14 closed out, a net change of -2 holders.
  • The largest Aberdeen India Fund buyer in Q1 2020 was City of London Investment Management, an estimated $7.18M added.
  • The largest Aberdeen India Fund seller in Q1 2020 was Lazard Asset Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2020.