We are live on ! Find out more
IFN

Aberdeen India Fund
IFN

84 hedge funds and large institutions have $247M invested in Aberdeen India Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

15% more funds holding

Funds holding: 73 → 84 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.24% less ownership

Funds ownership: 34.46% → 33.22% (-1.2%)

6% less capital invested

Capital invested by funds: $263M → $247M (-$16.1M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
18
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.94M
2
HIM
Hermes Investment Management
United Kingdom
+$1.63M
3
CA
Cornerstone Advisors
North Carolina
+$1.51M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
OC
Oppenheimer & Co
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$11.5M
2
Lazard Asset Management
Lazard Asset Management
New York
-$5.12M
3
DT
Diversified Trust
Tennessee
-$4.13M
4
VAM
Vontobel Asset Management
New York
-$4.13M
5
UBS Group
UBS Group
Switzerland
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$9K – – –
US Bancorp
77
US Bancorp
Minnesota
$8K – – –
APA
78
American Portfolios Advisors
New York
$7.18K +$7.58K +275 New
AF
79
Advisornet Financial
Minnesota
$7K +$6.97K +253 New
BWL
80
Bogart Wealth LLC
Virginia
$6K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$5K – – –
SNT
82
Security National Trust
West Virginia
$3K – – –
PA
83
Parallel Advisors
California
$2K – – –
Walleye Trading
84
Walleye Trading
New York
$253 +$267K +9,700 New
NP
85
NS Partners
United Kingdom
– -$760K -28,368 Closed
Geode Capital Management
86
Geode Capital Management
Massachusetts
– -$300K -11,242 Closed
LRIC
87
Long Road Investment Counsel
Michigan
– -$292K -10,902 Closed
CA
88
Cetera Advisors
Colorado
– -$233K -8,754 Closed
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$82K -3,064 Closed
ClearBridge Investments
90
ClearBridge Investments
New York
– -$4K -150 Closed
1 2 3
4

IFN Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2017, worth a combined $247M — down 6.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IFN positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.94M. The largest seller was City of London Investment Management, cutting an estimated $11.5M.

  • 84 institutional investors held Aberdeen India Fund (IFN) as of Q4 2017, up from 73 in Q3 2017.
  • Funds reported $247M of Aberdeen India Fund stock for Q4 2017, down 6.1% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q4 2017 was Wells Fargo, an estimated $7.94M added.
  • The largest Aberdeen India Fund seller in Q4 2017 was City of London Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2017.