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IFN

Aberdeen India Fund
IFN

66 hedge funds and large institutions have $77.2M invested in Aberdeen India Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 67 → 66 (-1)

2.67% less ownership

Funds ownership: 16.48% → 13.81% (-2.7%)

6% less capital invested

Capital invested by funds: $82.4M → $77.2M (-$5.2M)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$2.06M
2
PI
PFG Investments
New York
+$1.63M
3
LPL Financial
LPL Financial
California
+$989K
4
AWS
Atria Wealth Solutions
New York
+$800K
5
AIFAIM
American Institute for Advanced Investment Management
Arizona
+$560K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20M
2
Wells Fargo
Wells Fargo
California
-$641K
3
CAG
Csenge Advisory Group
Florida
-$632K
4
WWM
Whalen Wealth Management
Nevada
-$612K
5
SPIA
Steward Partners Investment Advisory
New York
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
51
JDM Financial Group
Texas
$13.2K +$571 +29 +5%
PA
52
Parallel Advisors
California
$11.5K – – –
SWM
53
Spire Wealth Management
Virginia
$10.2K – – –
US Bancorp
54
US Bancorp
Minnesota
$6.59K +$6.34K +322 New
CSC
55
Caldwell Sutter Capital
California
$6.35K +$197 +10 +3%
SPIA
56
Steward Partners Investment Advisory
New York
$5.16K -$446K -22,652 -99%
CIA
57
Cape Investment Advisory
Georgia
$4.2K – – –
NSIM
58
North Star Investment Management
Illinois
$4.11K – – –
TC
59
Truvestments Capital
Florida
$3.83K – – –
IRC
60
Investors Research Corp
Georgia
$2.25K – – –
PS
61
Principal Securities
Iowa
$2.25K – – –
Comerica Bank
62
Comerica Bank
Texas
$983 +$946 +48 New
First Manhattan
63
First Manhattan
New York
$614 – – –
FFA
64
Farther Finance Advisors
California
$370 +$355 +18 New
TRCT
65
Tower Research Capital (TRC)
New York
$307 +$217 +11 +275%
JP Morgan Chase
66
JP Morgan Chase
New York
$164 +$158 +8 New
CAG
67
Csenge Advisory Group
Florida
– -$632K -34,547 Closed
WWM
68
Whalen Wealth Management
Nevada
– -$612K -33,446 Closed
FFN
69
Focus Financial Network
Minnesota
– -$238K -12,621 Closed
SA
70
Sunesis Advisors
Kansas
– -$221K -12,109 Closed
BCWM
71
Bartlett & Co Wealth Management
Ohio
– -$28K -1,500 Closed
AIC
72
Ayalon Insurance Company
Israel
– -$17K -900 Closed
FWM
73
Focused Wealth Management
New York
– -$10.1K -550 Closed
ASN
74
Advisory Services Network
Georgia
– -$3.2K -175 Closed
TWC
75
TD Waterhouse Canada
Ontario, Canada
– -$25 -1 Closed
1 2
3

IFN Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2024, worth a combined $77.2M — down 6.3% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IFN positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.06M. The largest seller was Morgan Stanley, cutting an estimated $20M.

  • 66 institutional investors held Aberdeen India Fund (IFN) as of Q1 2024, down from 67 in Q4 2023.
  • Funds reported $77.2M of Aberdeen India Fund stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 11 funds opened new Aberdeen India Fund positions in Q1 2024 and 10 closed out, a net change of +1 holder.
  • The largest Aberdeen India Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $2.06M added.
  • The largest Aberdeen India Fund seller in Q1 2024 was Morgan Stanley, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.