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IFN

Aberdeen India Fund
IFN

67 hedge funds and large institutions have $190M invested in Aberdeen India Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $19K | Put options by funds: $13K

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less capital invested

Capital invested by funds: $195M → $190M (-$4.26M)

1.43% less ownership

Funds ownership: 33.81% → 32.38% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
19
Closed
10
Calls
$19K
Puts
$13K
Net Calls
+$6K
Net Calls Change
+$69K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.16M
2
CA
Cornerstone Advisors
North Carolina
+$456K
3
Bank of America
Bank of America
North Carolina
+$378K
4
Walleye Capital
Walleye Capital
New York
+$286K
5
KCM
Karp Capital Management
California
+$266K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$7.38M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.25M
3
Lazard Asset Management
Lazard Asset Management
New York
-$924K
4
QC
Quantedge Capital
Singapore
-$898K
5
LPL Financial
LPL Financial
California
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$18K – – –
FWM
52
Focused Wealth Management
New York
$12K +$11.8K +550 New
HI
53
Harbour Investments
Wisconsin
$11K – – –
APA
54
American Portfolios Advisors
New York
$9.05K – – –
FP
55
Financial Perspectives
Minnesota
$6.08K -$121K -5,665 -95%
KFI
56
Key Financial Inc
Pennsylvania
$6K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$5K – – –
TC
58
Truvestments Capital
Florida
$4K -$4K -187 -50%
NSIM
59
North Star Investment Management
Illinois
$4K – – –
ASN
60
Advisory Services Network
Georgia
$4K +$3.74K +175 New
VNA
61
Valley National Advisers
Pennsylvania
$3K +$3.06K +143 New
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$2K -$2.82K -132 -61%
IRC
63
Investors Research Corp
Georgia
$2K – – –
JPLA
64
Joseph P. Lucia & Associates
New York
$2K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$2K +$2.14K +100 New
TFGT
66
TS Financial Group (TSFG)
Illinois
$1K – – –
Walleye Capital
67
Walleye Capital
New York
$881 +$286K +13,385 +50%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.25M -151,476 Closed
QC
69
Quantedge Capital
Singapore
– -$898K -41,873 Closed
LPL Financial
70
LPL Financial
California
– -$740K -34,509 Closed
MC
71
Matisse Capital
Oregon
– -$518K -24,181 Closed
CL
72
CSS LLC
Illinois
– -$247K -11,532 Closed
AA
73
Advisory Alpha
Michigan
– -$244K -11,353 Closed
IAIM
74
International Assets Investment Management
Florida
– -$12K -589 Closed
VFA
75
Valeo Financial Advisors
Indiana
– -$12K -542 Closed
1 2
3
4

IFN Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2021, worth a combined $190M — down 2.2% from $195M a quarter earlier.

Fund positioning in IFN was balanced in Q2 2021: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.16M. The largest seller was City of London Investment Management, cutting an estimated $7.38M.

  • 67 institutional investors held Aberdeen India Fund (IFN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $190M of Aberdeen India Fund stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q2 2021 and 10 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.16M added.
  • The largest Aberdeen India Fund seller in Q2 2021 was City of London Investment Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q2 2021.