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IFN

Aberdeen India Fund
IFN

63 hedge funds and large institutions have $52.9M invested in Aberdeen India Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 60 → 63 (+3)

0.91% less ownership

Funds ownership: 12.04% → 11.13% (-0.91%)

3% less capital invested

Capital invested by funds: $54.6M → $52.9M (-$1.64M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Beck Capital Management
Texas
+$3.08M
2
Morgan Stanley
Morgan Stanley
New York
+$2.45M
3
AWS
Atria Wealth Solutions
New York
+$908K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$441K
5
JP Morgan Chase
JP Morgan Chase
New York
+$430K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$12.6M
2
GC
Guggenheim Capital
Illinois
-$171K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
4
CAG
Csenge Advisory Group
Florida
-$113K
5
UBS Group
UBS Group
Switzerland
-$24.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
51
Hanson & Doremus Investment Management
Vermont
$12K -$19.8K -1,175 -63%
JFG
52
JDM Financial Group
Texas
$10.7K – – –
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$10.3K – – –
PA
54
Parallel Advisors
California
$9.77K – – –
FWM
55
Focused Wealth Management
New York
$9.58K – – –
SWM
56
Spire Wealth Management
Virginia
$8.71K – – –
CIA
57
Cape Investment Advisory
Georgia
$3.57K +$3.45K +205 New
NSIM
58
North Star Investment Management
Illinois
$3.5K – – –
CSC
59
Caldwell Sutter Capital
California
$3.48K – – –
TC
60
Truvestments Capital
Florida
$3.26K – – –
IRC
61
Investors Research Corp
Georgia
$1.92K – – –
First Manhattan
62
First Manhattan
New York
$522 – – –
TRCT
63
Tower Research Capital (TRC)
New York
$52 +$51 +3 New
Lazard Asset Management
64
Lazard Asset Management
New York
– -$12.6M -761,033 Closed
GC
65
Guggenheim Capital
Illinois
– -$171K -10,303 Closed
IA
66
IFP Advisors
Florida
– -$1.43K -86 Closed
1 2
3

IFN Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2023, worth a combined $52.9M — down 3% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFN positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Beck Capital Management, opening a new position worth an estimated $3.08M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $12.6M sold.

  • 63 institutional investors held Aberdeen India Fund (IFN) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $52.9M of Aberdeen India Fund stock for Q3 2023, down 3% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q3 2023 and 3 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q3 2023 was Beck Capital Management, an estimated $3.08M added.
  • The largest Aberdeen India Fund seller in Q3 2023 was Lazard Asset Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2023.