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IFN

Aberdeen India Fund
IFN

67 hedge funds and large institutions have $82.4M invested in Aberdeen India Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

56% more capital invested

Capital invested by funds: $52.9M → $82.4M (+$29.4M)

6% more funds holding

Funds holding: 63 → 67 (+4)

5.35% more ownership

Funds ownership: 11.13% → 16.48% (+5.4%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M
3
AWS
Atria Wealth Solutions
New York
+$615K
4
LPL Financial
LPL Financial
California
+$453K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$389K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$625K
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$550K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$456K
4
CFG
Cooper Financial Group
California
-$199K
5
Stifel Financial
Stifel Financial
Missouri
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
HDIM
52
Hanson & Doremus Investment Management
Vermont
$13K – – –
JFG
53
JDM Financial Group
Texas
$11.3K – – –
PA
54
Parallel Advisors
California
$10.3K – – –
FWM
55
Focused Wealth Management
New York
$10.1K – – –
SWM
56
Spire Wealth Management
Virginia
$9.36K – – –
CSC
57
Caldwell Sutter Capital
California
$5.49K +$1.72K +100 +50%
CIA
58
Cape Investment Advisory
Georgia
$3.75K – – –
NSIM
59
North Star Investment Management
Illinois
$3.68K – – –
TC
60
Truvestments Capital
Florida
$3.42K – – –
ASN
61
Advisory Services Network
Georgia
$3.2K +$3K +175 New
IRC
62
Investors Research Corp
Georgia
$2.01K – – –
PS
63
Principal Securities
Iowa
$2.01K +$1.89K +110 New
First Manhattan
64
First Manhattan
New York
$548 – – –
TRCT
65
Tower Research Capital (TRC)
New York
$73 +$17 +1 +33%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$25 +$17 +1 New
JP Morgan Chase
67
JP Morgan Chase
New York
– -$625K -35,850 Closed
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
– -$456K -26,171 Closed
CFG
69
Cooper Financial Group
California
– -$199K -11,398 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$25.9K -1,489 Closed
FFA
71
Farther Finance Advisors
California
– -$13.4K -783 Closed
Lazard Asset Management
72
Lazard Asset Management
New York
– +$34 +2 New
1 2
3

IFN Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2023, worth a combined $82.4M — up 56% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $625K sold.

  • 67 institutional investors held Aberdeen India Fund (IFN) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $82.4M of Aberdeen India Fund stock for Q4 2023, up 56% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
  • The largest Aberdeen India Fund seller in Q4 2023 was JP Morgan Chase, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2023.