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IFN

Aberdeen India Fund
IFN

61 hedge funds and large institutions have $59.5M invested in Aberdeen India Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

20% more funds holding

Funds holding: 51 → 61 (+10)

3.27% less ownership

Funds ownership: 17.83% → 14.56% (-3.3%)

18% less capital invested

Capital invested by funds: $72.2M → $59.5M (-$12.7M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
3
AWS
Atria Wealth Solutions
New York
+$873K
4
OC
Oppenheimer & Co
New York
+$248K
5
GA
GFS Advisors
Texas
+$199K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$7.21M
3
Bank of America
Bank of America
North Carolina
-$2.47M
4
Wells Fargo
Wells Fargo
California
-$152K
5
EC
Elequin Capital
New York
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$3.34K – – –
NSIM
52
North Star Investment Management
Illinois
$3.04K – – –
TC
53
Truvestments Capital
Florida
$2.83K – – –
GA
54
GoalVest Advisory
New York
$2.72K +$2.79K +180 New
ASN
55
Advisory Services Network
Georgia
$2.65K – – –
IA
56
IFP Advisors
Florida
$2.13K -$60.6K -3,914 -98%
IRC
57
Investors Research Corp
Georgia
$1.66K – – –
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$678 +$69.8K +4,508 +11%
TWC
59
TD Waterhouse Canada
Ontario, Canada
$607 +$619 +40 New
Allspring Global Investments
60
Allspring Global Investments
North Carolina
– -$11.3M -763,734 Closed
EC
61
Elequin Capital
New York
– -$143K -9,658 Closed
TJHA
62
Thomas J. Herzfeld Advisors
Florida
– -$6.41K -433 Closed
KFI
63
Key Financial Inc
Pennsylvania
– -$4.87K -303 Closed
AWM
64
Accurate Wealth Management
Florida
– -$3.26K -211 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– +$77 +5 New
JP Morgan Chase
66
JP Morgan Chase
New York
– +$124 +8 New
1 2
3

IFN Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2023, worth a combined $59.5M — down 18% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFN positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $11.3M sold.

  • 61 institutional investors held Aberdeen India Fund (IFN) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $59.5M of Aberdeen India Fund stock for Q1 2023, down 18% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q1 2023 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.79M added.
  • The largest Aberdeen India Fund seller in Q1 2023 was Allspring Global Investments, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.