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IFN

Aberdeen India Fund
IFN

51 hedge funds and large institutions have $93.9M invested in Aberdeen India Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 21.79% → 21.37% (-0.42%)

3% less capital invested

Capital invested by funds: $97M → $93.9M (-$3.11M)

11% less funds holding

Funds holding: 57 → 51 (-6)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$1.73M
2
Bank of America
Bank of America
North Carolina
+$568K
3
AWS
Atria Wealth Solutions
New York
+$401K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$119K
5
IA
IFP Advisors
Florida
+$68.8K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.13M
3
Lazard Asset Management
Lazard Asset Management
New York
-$641K
4
OC
Oppenheimer & Co
New York
-$361K
5
SCM
Saba Capital Management
New York
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$37.1M -$641K -37,231 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$22.9M -$2.1M -121,942 -8%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M -$134K -7,807 -1%
Bank of America
4
Bank of America
North Carolina
$5.07M +$568K +33,016 +12%
SO
5
STRS Ohio
Ohio
$3.86M – – –
Wells Fargo
6
Wells Fargo
California
$2.24M -$11.5K -666 -0.5%
CG
7
Colony Group
Massachusetts
$2.14M +$1.73M +100,570 +307%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.81M +$119K +6,913 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.21M -$40.4K -2,346 -3%
Creative Planning
10
Creative Planning
Kansas
$892K -$17.1K -995 -2%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$671K -$3.96K -230 -0.5%
UBS Group
12
UBS Group
Switzerland
$521K +$10.9K +632 +2%
AWS
13
Atria Wealth Solutions
New York
$375K +$401K +23,294 New
CAG
14
Csenge Advisory Group
Florida
$347K -$49.8K -2,895 -12%
PFA
15
Pettinga Financial Advisors
Indiana
$345K – – –
RJA
16
Raymond James & Associates
Florida
$340K -$54.4K -3,161 -13%
SCM
17
Schnieders Capital Management
California
$282K – – –
KFGK
18
Keystone Financial Group (Kentucky)
Kentucky
$280K +$31.4K +1,828 +12%
DADC
19
D.A. Davidson & Co
Montana
$242K -$82.6K -4,803 -24%
HPM
20
Hudson Portfolio Management
New York
$230K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$206K -$1.13M -65,446 -84%
Stifel Financial
22
Stifel Financial
Missouri
$190K -$516 -30 -0.3%
GC
23
Guggenheim Capital
Illinois
$170K -$2.12K -123 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$110K -$327 -19 -0.3%
Osaic Holdings
25
Osaic Holdings
Arizona
$104K +$22.3K +1,298 +25%
1
2 3

IFN Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2022, worth a combined $93.9M — down 3.2% from $97M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IFN and 2 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Colony Group, adding an estimated $1.73M. The largest seller was Allspring Global Investments, cutting an estimated $2.1M.

  • 51 institutional investors held Aberdeen India Fund (IFN) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $93.9M of Aberdeen India Fund stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 2 funds opened new Aberdeen India Fund positions in Q3 2022 and 8 closed out, a net change of -6 holders.
  • The largest Aberdeen India Fund buyer in Q3 2022 was Colony Group, an estimated $1.73M added.
  • The largest Aberdeen India Fund seller in Q3 2022 was Allspring Global Investments, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.