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IFN

Aberdeen India Fund
IFN

60 hedge funds and large institutions have $54.6M invested in Aberdeen India Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 61 → 60 (-1)

2.52% less ownership

Funds ownership: 14.56% → 12.04% (-2.5%)

8% less capital invested

Capital invested by funds: $59.5M → $54.6M (-$4.92M)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
Atria Wealth Solutions
New York
+$733K
2
Morgan Stanley
Morgan Stanley
New York
+$536K
3
SPIA
Steward Partners Investment Advisory
New York
+$343K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$304K
5
Bank of America
Bank of America
North Carolina
+$198K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$13M
2
GA
GFS Advisors
Texas
-$195K
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$190K
4
KA
Kovack Advisors
Florida
-$184K
5
Wells Fargo
Wells Fargo
California
-$96.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$9.95K – – –
PA
52
Parallel Advisors
California
$9.31K – – –
FWM
53
Focused Wealth Management
New York
$9.13K – – –
SWM
54
Spire Wealth Management
Virginia
$8.3K – – –
NSIM
55
North Star Investment Management
Illinois
$3.34K – – –
CSC
56
Caldwell Sutter Capital
California
$3.32K +$3.12K +200 New
TC
57
Truvestments Capital
Florida
$3.11K – – –
IRC
58
Investors Research Corp
Georgia
$1.83K – – –
IA
59
IFP Advisors
Florida
$1.43K – – –
First Manhattan
60
First Manhattan
New York
$498 +$469 +30 New
GA
61
GFS Advisors
Texas
– -$195K -12,864 Closed
KA
62
Kovack Advisors
Florida
– -$184K -12,147 Closed
YDMI
63
Y.D. More Investments
Israel
– -$5.29K -350 Closed
BAM
64
Belpointe Asset Management
Nevada
– -$3.34K -221 Closed
GA
65
GoalVest Advisory
New York
– -$2.81K -180 Closed
ASN
66
Advisory Services Network
Georgia
– -$2.65K -175 Closed
TWC
67
TD Waterhouse Canada
Ontario, Canada
– -$607 -40 Closed
1 2
3

IFN Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2023, worth a combined $54.6M — down 8.3% from $59.5M a quarter earlier.

Fund positioning in IFN was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 8 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $733K. The largest seller was Lazard Asset Management, cutting an estimated $13M.

  • 60 institutional investors held Aberdeen India Fund (IFN) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $54.6M of Aberdeen India Fund stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 8 funds opened new Aberdeen India Fund positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $733K added.
  • The largest Aberdeen India Fund seller in Q2 2023 was Lazard Asset Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.