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IFN

Aberdeen India Fund
IFN

79 hedge funds and large institutions have $102M invested in Aberdeen India Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 27.26% → 29.64% (+2.4%)

5% less funds holding

Funds holding: 83 → 79 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

31% less capital invested

Capital invested by funds: $147M → $102M (-$45.1M)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$7.18M
2
SO
STRS Ohio
Ohio
+$1.29M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
6M
6 Meridian
Kansas
+$1.04M
5
LCM
Landscape Capital Management
New Jersey
+$747K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$3.1M
2
JSMC
Jess S. Morgan & Co
California
-$2.98M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$645K
4
WAM
Wolverine Asset Management
Illinois
-$554K
5
RJA
Raymond James & Associates
Florida
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
76
Joseph P. Lucia & Associates
New York
$1K – – –
TFGT
77
TS Financial Group (TSFG)
Illinois
$1K – – –
JSMC
78
Jess S. Morgan & Co
California
– -$2.98M -148,186 Closed
Geode Capital Management
79
Geode Capital Management
Massachusetts
– -$645K -32,089 Closed
WAM
80
Wolverine Asset Management
Illinois
– -$554K -30,051 -100%
AC
81
Alexandria Capital
Virginia
– -$409K -20,337 Closed
OA
82
Oxbow Advisors
Texas
– -$349K -17,345 Closed
TFCP
83
Twin Focus Capital Partners
Massachusetts
– -$324K -16,107 Closed
SIC
84
Samalin Investment Counsel
New York
– -$123K -6,116 Closed
FIA
85
FNY Investment Advisers
New York
– -$64K -3,205 Closed
TRCT
86
Tower Research Capital (TRC)
New York
– -$46K -2,276 Closed
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
– -$15K -760 Closed
NFG
88
Next Financial Group
Texas
– -$10K -500 Closed
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
– -$8K -411 Closed
RMAM
90
Raab & Moskowitz Asset Management
New Jersey
– -$6K -329 Closed
CHA
91
Carmichael Hill & Associates
Maryland
– -$6K -280 Closed
BWL
92
Bogart Wealth LLC
Virginia
– -$5K -245 Closed
Fidelity Investments
93
Fidelity Investments
Massachusetts
– -$18 -1 -50%
1 2 3
4

IFN Hedge Fund Activity: Q1 2020 in Review

79 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2020, worth a combined $102M — down 31% from $147M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IFN and 12 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 17 added.

The largest buyer was City of London Investment Management, adding an estimated $7.18M. The largest seller was Lazard Asset Management, cutting an estimated $3.1M.

  • 79 institutional investors held Aberdeen India Fund (IFN) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $102M of Aberdeen India Fund stock for Q1 2020, down 31% quarter-over-quarter.
  • 12 funds opened new Aberdeen India Fund positions in Q1 2020 and 14 closed out, a net change of -2 holders.
  • The largest Aberdeen India Fund buyer in Q1 2020 was City of London Investment Management, an estimated $7.18M added.
  • The largest Aberdeen India Fund seller in Q1 2020 was Lazard Asset Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2020.