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IFN

Aberdeen India Fund

68 hedge funds and large institutions have $184M invested in Aberdeen India Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $146M → $184M (+$37.9M)

6% more funds holding

Funds holding: 6468 (+4)

1.46% more ownership

Funds ownership: 32.84%34.3% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
16
Reduced
16
Closed
11
Calls
$49K
Puts
Net Calls
+$49K
Net Calls Change
+$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$47.2M +$1.84M +101,308 +4%
COLIM
2
City of London Investment Management
United Kingdom
$46.8M +$1.69M +93,148 +4%
Wells Fargo
3
Wells Fargo
California
$37.2M +$4.47M +245,828 +15%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M -$509K -27,994 -3%
SO
5
STRS Ohio
Ohio
$4.19M
Bank of America
6
Bank of America
North Carolina
$3.65M +$643K +35,365 +24%
1CP
7
1607 Capital Partners
Virginia
$3.47M +$508K +27,941 +19%
JSMC
8
Jess S. Morgan & Co
California
$3.2M -$11.8K -652 -0.4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.01M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.15M -$13.6K -751 -0.7%
PFA
11
Pettinga Financial Advisors
Indiana
$1.89M +$40.9K +2,250 +2%
CRC
12
Curi RMB Capital
Illinois
$1.52M +$27.9K +1,533 +2%
QC
13
Quantedge Capital
Singapore
$1.46M +$1.33M +73,273 New
CIBC World Market
14
CIBC World Market
Ontario, Canada
$1.35M +$140K +7,707 +13%
WAM
15
Wolverine Asset Management
Illinois
$768K +$699K +38,488 New
HighTower Advisors
16
HighTower Advisors
Illinois
$601K +$547K +30,110 New
UBS Group
17
UBS Group
Switzerland
$564K +$4.4K +242 +0.9%
MC
18
Matisse Capital
Oregon
$482K
LCM
19
Landscape Capital Management
New Jersey
$446K +$406K +22,345 New
KCM
20
Karp Capital Management
California
$435K +$396K +21,770 New
RJA
21
Raymond James & Associates
Florida
$410K -$81K -4,455 -18%
DADC
22
D.A. Davidson & Co
Montana
$399K -$32.8K -1,806 -8%
Stifel Financial
23
Stifel Financial
Missouri
$389K +$7.36K +405 +2%
VAM
24
Vontobel Asset Management
New York
$370K +$109K +5,991 +48%
DT
25
Diversified Trust
Tennessee
$368K +$335K +18,444 New

IFN Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2020, worth a combined $184M — up 26% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFN positions and 11 closed out — a net gain of 4 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.47M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $3.48M sold.

  • 68 institutional investors held Aberdeen India Fund (IFN) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $184M of Aberdeen India Fund stock for Q4 2020, up 26% quarter-over-quarter.
  • 15 funds opened new Aberdeen India Fund positions in Q4 2020 and 11 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q4 2020 was Wells Fargo, an estimated $4.47M added.
  • The largest Aberdeen India Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2020.