Aberdeen India Fund
IFN
69 hedge funds and large institutions have $230M invested in Aberdeen India Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
19% more capital invested
Capital invested by funds: $194M → $230M (+$36.2M)
5% more funds holding
Funds holding: 66 → 69 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.03% less ownership
Funds ownership: 31.2% → 31.17% (-0.03%)
73% less call options, than puts
Call options by funds: $25K | Put options by funds: $91K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DT
Diversified Trust
Memphis,
Tennessee
|
+$4.03M |
| 2 |
Morgan Stanley
New York
|
+$3.72M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.67M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.18M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$5.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.18M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$3.98M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
-$2.43M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$546K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| – | -$15K | -690 | Closed |
|
|
TWA
77
TCI Wealth Advisors
Tucson,
Arizona
| – | -$12K | -554 | Closed |
|
|
WEC
78
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$3.89K | -182 | Closed |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -125 | Closed |
|
|
TCOV
80
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$2K | -100 | Closed |
|
|
GRP
81
Global Retirement Partners
San Rafael,
California
| – | -$1K | -37 | Closed |
|
82
Group One Trading
Chicago,
Illinois
| – | +$23 | +1 | New |
|
IFN Hedge Fund Activity: Q1 2017 in Review
69 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2017, worth a combined $230M — up 19% from $194M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IFN positions and 11 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Diversified Trust, opening a new position worth an estimated $4.03M. The largest seller was James Investment Research, cutting an estimated $5.38M.
- 69 institutional investors held Aberdeen India Fund (IFN) as of Q1 2017, up from 66 in Q4 2016.
- Funds reported $230M of Aberdeen India Fund stock for Q1 2017, up 19% quarter-over-quarter.
- 15 funds opened new Aberdeen India Fund positions in Q1 2017 and 11 closed out, a net change of +4 holders.
- The largest Aberdeen India Fund buyer in Q1 2017 was Diversified Trust, an estimated $4.03M added.
- The largest Aberdeen India Fund seller in Q1 2017 was James Investment Research, an estimated $5.38M sold.
Based on aggregated 13F filings for Q1 2017.