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IFN

Aberdeen India Fund
IFN

57 hedge funds and large institutions have $123M invested in Aberdeen India Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

6.62% less ownership

Funds ownership: 30.29% → 23.67% (-6.6%)

10% less funds holding

Funds holding: 63 → 57 (-6)

23% less capital invested

Capital invested by funds: $160M → $123M (-$37.4M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
13
Closed
13
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$200K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.12M
2
Bank of America
Bank of America
North Carolina
+$529K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$406K
4
CAG
Csenge Advisory Group
Florida
+$349K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$327K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.83M
2
COLIM
City of London Investment Management
United Kingdom
-$7.91M
3
JSMC
Jess S. Morgan & Co
California
-$3.1M
4
WAM
Wolverine Asset Management
Illinois
-$1.41M
5
SCM
Saba Capital Management
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
51
Key Financial Inc
Pennsylvania
$6K +$201 +10 +4%
FP
52
Financial Perspectives
Minnesota
$5.35K – – –
NSIM
53
North Star Investment Management
Illinois
$4K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$4K – – –
IRC
55
Investors Research Corp
Georgia
$2K – – –
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$2K +$201 +10 +12%
CP
57
Castleview Partners
Texas
– -$26.2K -552,692 Closed
JSMC
58
Jess S. Morgan & Co
California
– -$3.1M -147,070 Closed
WAM
59
Wolverine Asset Management
Illinois
– -$1.41M -66,880 Closed
Walleye Capital
60
Walleye Capital
New York
– -$572K -27,109 Closed
FFN
61
Focus Financial Network
Minnesota
– -$401K -17,197 Closed
NL
62
NWAM LLC
Washington
– -$220K -10,422 Closed
DT
63
Diversified Trust
Tennessee
– -$208K -9,873 Closed
VAM
64
Vontobel Asset Management
New York
– -$210K -9,873 Closed
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
– -$20.1K -1,000 Closed
OF
66
Outfitter Financial
Maine
– -$19K -900 Closed
EBA
67
Eagle Bay Advisors
New York
– -$7K -313 Closed
TC
68
Truvestments Capital
Florida
– -$4K -187 Closed
VNA
69
Valley National Advisers
Pennsylvania
– -$3K -143 Closed
1 2
3

IFN Hedge Fund Activity: Q1 2022 in Review

57 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2022, worth a combined $123M — down 23% from $160M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IFN and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.12M. The largest seller was Morgan Stanley, cutting an estimated $9.83M.

  • 57 institutional investors held Aberdeen India Fund (IFN) as of Q1 2022, down from 63 in Q4 2021.
  • Funds reported $123M of Aberdeen India Fund stock for Q1 2022, down 23% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q1 2022 and 13 closed out, a net change of -6 holders.
  • The largest Aberdeen India Fund buyer in Q1 2022 was Creative Planning, an estimated $1.12M added.
  • The largest Aberdeen India Fund seller in Q1 2022 was Morgan Stanley, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2022.