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IFN

Aberdeen India Fund
IFN

63 hedge funds and large institutions have $160M invested in Aberdeen India Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 63 → 63 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.53% less ownership

Funds ownership: 31.82% → 30.29% (-1.5%)

19% less capital invested

Capital invested by funds: $197M → $160M (-$36.4M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
20
Closed
8
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.15M
2
Morgan Stanley
Morgan Stanley
New York
+$769K
3
SO
STRS Ohio
Ohio
+$672K
4
Lazard Asset Management
Lazard Asset Management
New York
+$663K
5
SCM
Segantii Capital Management
Hong Kong
+$562K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$37.1M
2
COLIM
City of London Investment Management
United Kingdom
-$13.2M
3
CA
Cornerstone Advisors
North Carolina
-$8M
4
KCM
Karp Capital Management
California
-$1.64M
5
JSMC
Jess S. Morgan & Co
California
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$17K – – –
FWM
52
Focused Wealth Management
New York
$12K – – –
APA
53
American Portfolios Advisors
New York
$8.69K – – –
EBA
54
Eagle Bay Advisors
New York
$7K +$7.01K +313 New
KFI
55
Key Financial Inc
Pennsylvania
$6K – – –
FP
56
Financial Perspectives
Minnesota
$5.84K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$5K – – –
NSIM
58
North Star Investment Management
Illinois
$4K – – –
TC
59
Truvestments Capital
Florida
$4K – – –
VNA
60
Valley National Advisers
Pennsylvania
$3K – – –
IRC
61
Investors Research Corp
Georgia
$2K – – –
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$2K – – –
TFGT
63
TS Financial Group (TSFG)
Illinois
$1K – – –
CA
64
Cornerstone Advisors
North Carolina
– -$8M -346,657 Closed
KCM
65
Karp Capital Management
California
– -$1.64M -71,215 Closed
MCM
66
MV Capital Management
Maryland
– -$23K -1,000 Closed
GRP
67
Global Retirement Partners
California
– -$19K -805 Closed
Simplex Trading
68
Simplex Trading
Illinois
– -$13.1K -585 Closed
HI
69
Harbour Investments
Wisconsin
– -$12K -523 Closed
JPLA
70
Joseph P. Lucia & Associates
New York
– -$2K -106 Closed
1 2
3

IFN Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2021, worth a combined $160M — down 19% from $197M a quarter earlier.

Fund positioning in IFN was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.15M. The largest seller was Wells Fargo, cutting an estimated $37.1M.

  • 63 institutional investors held Aberdeen India Fund (IFN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $160M of Aberdeen India Fund stock for Q4 2021, down 19% quarter-over-quarter.
  • 8 funds opened new Aberdeen India Fund positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.15M added.
  • The largest Aberdeen India Fund seller in Q4 2021 was Wells Fargo, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2021.