We are live on ! Find out more
IFN

Aberdeen India Fund

79 hedge funds and large institutions have $172M invested in Aberdeen India Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $40K | Put options by funds: $36K

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0.3% less ownership

Funds ownership: 31.04%30.74% (-0.3%)

7% less funds holding

Funds holding: 8579 (-6)

9% less capital invested

Capital invested by funds: $190M → $172M (-$17.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
19
Closed
20
Calls
$40K
Puts
$36K
Net Calls
+$4K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$4K
HT
77
Heritage Trust
Oklahoma
$4K
TWA
78
TCI Wealth Advisors
Arizona
$3K
CG
79
Cutler Group
California
$2K +$2.12K +100 New
RCG
80
Ruggie Capital Group
Florida
$2K +$2.2K +104 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$1K
PHIMC
82
Private Harbour Investment Management & Counsel
Ohio
-$1.13M -51,254 Closed
AA
83
Advisory Alpha
Michigan
-$423K -21,035 Closed
WAM
84
Wolverine Asset Management
Illinois
-$268K -12,125 Closed
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
-$244K -11,021 Closed
Walleye Trading
86
Walleye Trading
New York
-$239K -10,800 Closed
Creative Planning
87
Creative Planning
Kansas
-$213K -9,619 Closed
DT
88
Diversified Trust
Tennessee
-$211K -9,555 Closed
VAM
89
Vontobel Asset Management
New York
-$210K -9,555 Closed
AA
90
Ancora Advisors
Ohio
-$74K -3,348 Closed
MCM
91
Mainstay Capital Management
Michigan
-$25K -1,111 Closed
Group One Trading
92
Group One Trading
Illinois
-$23.3K -1,101 Closed
OFW
93
Omnia Family Wealth
Florida
-$6K -265 Closed
SPIA
94
Steward Partners Investment Advisory
New York
-$5K -228 Closed
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -209 Closed
ML
96
McAdam LLC
Pennsylvania
-$3K -124 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
-$3K -119 Closed
SNT
98
Security National Trust
West Virginia
-$2K -110 Closed
Simplex Trading
99
Simplex Trading
Illinois
-$805 -38 Closed
MWM
100
Mascoma Wealth Management
New Hampshire
-$1K -33 Closed

IFN Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2018, worth a combined $172M — down 9.4% from $190M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IFN and 15 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was City of London Investment Management, adding an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $6.13M.

  • 79 institutional investors held Aberdeen India Fund (IFN) as of Q4 2018, down from 85 in Q3 2018.
  • Funds reported $172M of Aberdeen India Fund stock for Q4 2018, down 9.4% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q4 2018 and 20 closed out, a net change of -5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2018 was City of London Investment Management, an estimated $4.5M added.
  • The largest Aberdeen India Fund seller in Q4 2018 was Morgan Stanley, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2018.