Aberdeen India Fund
IFN
80 hedge funds and large institutions have $166M invested in Aberdeen India Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% more funds holding
Funds holding: 77 → 80 (+3)
3.77% more ownership
Funds ownership: 20.47% → 24.24% (+3.8%)
4% more capital invested
Capital invested by funds: $160M → $166M (+$5.68M)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
84% less call options, than puts
Call options by funds: $61K | Put options by funds: $382K
Top Buyers
Top Sellers
| 1 |
WJA
Williams Jones & Associates
New York
|
-$3.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$1.04M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
-$773K |
| 5 |
Morgan Stanley
New York
|
-$608K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
76
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.43K | – | – | – |
|
|
LFR
77
Lehman Financial Resources
Media,
Pennsylvania
| $4K | – | – | – |
|
|
CFSG
78
Community Financial Services Group
Newport,
Vermont
| $3K | – | – | – |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $2K | -$35.1K | -1,354 | -94% |
|
80
Citigroup
New York
| $2K | -$648 | -25 | -25% |
|
|
BRWM
81
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$13K | -515 | Closed |
|
|
S
82
SignatureFD
Atlanta,
Georgia
| – | -$11K | -400 | Closed |
|
IFN Hedge Fund Activity: Q3 2015 in Review
80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2015, worth a combined $166M — up 3.5% from $160M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IFN positions and 2 closed out — a net gain of 3 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $18M. The largest seller was Williams Jones & Associates, cutting an estimated $3.11M.
- 80 institutional investors held Aberdeen India Fund (IFN) as of Q3 2015, up from 77 in Q2 2015.
- Funds reported $166M of Aberdeen India Fund stock for Q3 2015, up 3.5% quarter-over-quarter.
- 5 funds opened new Aberdeen India Fund positions in Q3 2015 and 2 closed out, a net change of +3 holders.
- The largest Aberdeen India Fund buyer in Q3 2015 was Lazard Asset Management, an estimated $18M added.
- The largest Aberdeen India Fund seller in Q3 2015 was Williams Jones & Associates, an estimated $3.11M sold.
Based on aggregated 13F filings for Q3 2015.