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IFN

Aberdeen India Fund

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: 7384 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$75.3M -$5.12M -185,611 -6%
COLIM
2
City of London Investment Management
United Kingdom
$54.4M -$11.5M -418,791 -17%
Wells Fargo
3
Wells Fargo
California
$32.2M +$7.94M +287,993 +31%
Morgan Stanley
4
Morgan Stanley
New York
$25.3M +$1.04M +37,870 +4%
HIM
5
Hermes Investment Management
United Kingdom
$10.6M +$1.63M +59,009 +17%
CA
6
Cornerstone Advisors
North Carolina
$8.93M +$1.51M +54,813 +19%
Bank of America
7
Bank of America
North Carolina
$5.7M +$1.15M +41,562 +24%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$3.97M -$689K -25,000 -14%
RJA
9
Raymond James & Associates
Florida
$2.73M +$142K +5,154 +5%
WAM
10
Wolverine Asset Management
Illinois
$2.51M -$104K -3,779 -4%
RIA
11
RPG Investment Advisory
California
$2.02M -$53.3K -1,933 -2%
UBS Group
12
UBS Group
Switzerland
$1.95M -$830K -30,123 -29%
6M
13
6 Meridian
Kansas
$1.58M +$1.67M +60,607 New
SO
14
STRS Ohio
Ohio
$1.29M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.21M -$65.3K -2,370 -5%
JIR
16
James Investment Research
Ohio
$1.2M +$474K +17,200 +60%
CL
17
CSS LLC
Illinois
$1.08M +$13.8K +501 +1%
OC
18
Oppenheimer & Co
New York
$1.02M +$1.07M +38,954 New
VHAM
19
Van Hulzen Asset Management
California
$917K +$10.9K +395 +1%
AC
20
Alexandria Capital
Virginia
$911K -$6.09K -221 -0.6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$733K -$8.19K -297 -1%
DA
22
Doliver Advisors
Texas
$586K -$182K -6,607 -23%
CS
23
Candriam SCA
Luxembourg
$549K +$579K +21,000 New
GFM
24
Gramercy Funds Management
Connecticut
$544K
M&T Bank
25
M&T Bank
New York
$440K

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.