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IFN

Aberdeen India Fund

67 hedge funds and large institutions have $190M invested in Aberdeen India Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $19K | Put options by funds: $13K

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less capital invested

Capital invested by funds: $195M → $190M (-$4.26M)

1.43% less ownership

Funds ownership: 33.81%32.38% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
19
Closed
10
Calls
$19K
Puts
$13K
Net Calls
+$6K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$50M -$924K -43,229 -2%
Wells Fargo
2
Wells Fargo
California
$43.1M -$24K -1,125 -0.1%
COLIM
3
City of London Investment Management
United Kingdom
$41.9M -$7.38M -345,409 -15%
Morgan Stanley
4
Morgan Stanley
New York
$25.8M +$5.16M +241,493 +26%
Bank of America
5
Bank of America
North Carolina
$4.86M +$378K +17,689 +9%
SO
6
STRS Ohio
Ohio
$4.61M
JSMC
7
Jess S. Morgan & Co
California
$3.7M +$47.5K +2,225 +1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.36M +$21.2K +990 +0.9%
1CP
9
1607 Capital Partners
Virginia
$2.27M -$481K -22,524 -18%
PFA
10
Pettinga Financial Advisors
Indiana
$1.59M -$215K -10,075 -12%
KCM
11
Karp Capital Management
California
$1.33M +$266K +12,472 +26%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$739K +$65.4K +3,061 +10%
UBS Group
13
UBS Group
Switzerland
$695K +$19.6K +915 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$678K -$598 -28 -0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$670K +$227K +10,623 +53%
RJA
16
Raymond James & Associates
Florida
$661K +$256K +11,977 +66%
DADC
17
D.A. Davidson & Co
Montana
$470K +$855 +40 +0.2%
CA
18
Cornerstone Advisors
North Carolina
$468K +$456K +21,327 New
FFN
19
Focus Financial Network
Minnesota
$464K -$17.9K -840 -4%
DT
20
Diversified Trust
Tennessee
$415K -$62.8K -2,938 -13%
VAM
21
Vontobel Asset Management
New York
$415K -$62.8K -2,938 -13%
M&T Bank
22
M&T Bank
New York
$366K
HPM
23
Hudson Portfolio Management
New York
$328K
SCM
24
Schnieders Capital Management
California
$312K +$8.55K +400 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$263K -$30.1K -1,410 -11%

IFN Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2021, worth a combined $190M — down 2.2% from $195M a quarter earlier.

Fund positioning in IFN was balanced in Q2 2021: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.16M. The largest seller was City of London Investment Management, cutting an estimated $7.38M.

  • 67 institutional investors held Aberdeen India Fund (IFN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $190M of Aberdeen India Fund stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q2 2021 and 10 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q2 2021 was Morgan Stanley, an estimated $5.16M added.
  • The largest Aberdeen India Fund seller in Q2 2021 was City of London Investment Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q2 2021.