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IFN

Aberdeen India Fund

51 hedge funds and large institutions have $72.2M invested in Aberdeen India Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5151 (0)

3.54% less ownership

Funds ownership: 21.37%17.83% (-3.5%)

23% less capital invested

Capital invested by funds: $93.9M → $72.2M (-$21.7M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
15
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
$30.5M -$4M -249,560 -11%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$11.3M -$10.6M -659,247 -46%
Morgan Stanley
3
Morgan Stanley
New York
$10.7M -$92.3K -5,758 -0.8%
Bank of America
4
Bank of America
North Carolina
$4.87M +$224K +14,000 +4%
SO
5
STRS Ohio
Ohio
$3.55M
Wells Fargo
6
Wells Fargo
California
$2.16M +$103K +6,424 +5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.62M -$56.1K -3,501 -3%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$1.04M +$459K +28,642 +69%
AWS
9
Atria Wealth Solutions
New York
$918K +$558K +34,803 +149%
Creative Planning
10
Creative Planning
Kansas
$823K +$2.07K +129 +0.2%
CG
11
Colony Group
Massachusetts
$619K -$1.47M -91,580 -69%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$597K -$559K -34,883 -46%
CAG
13
Csenge Advisory Group
Florida
$528K +$225K +14,062 +65%
Stifel Financial
14
Stifel Financial
Missouri
$522K +$375K +23,389 +197%
UBS Group
15
UBS Group
Switzerland
$366K -$123K -7,663 -24%
SCM
16
Schnieders Capital Management
California
$260K
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$257K -$1.6K -100 -0.6%
HPM
18
Hudson Portfolio Management
New York
$210K -$2.4K -150 -1%
RJA
19
Raymond James & Associates
Florida
$198K -$125K -7,820 -37%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$177K -$13.7K -852 -7%
GC
21
Guggenheim Capital
Illinois
$155K -$1.96K -122 -1%
EC
22
Elequin Capital
New York
$143K +$155K +9,658 New
Osaic Holdings
23
Osaic Holdings
Arizona
$132K +$38.4K +2,395 +37%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$100K -$1.64K -102 -1%
IA
25
IFP Advisors
Florida
$99K

IFN Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2022, worth a combined $72.2M — down 23% from $93.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFN positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $558K. The largest seller was Allspring Global Investments, cutting an estimated $10.6M.

  • 51 institutional investors held Aberdeen India Fund (IFN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $72.2M of Aberdeen India Fund stock for Q4 2022, down 23% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q4 2022 and 6 closed out, a net change of +1 holder.
  • The largest Aberdeen India Fund buyer in Q4 2022 was Atria Wealth Solutions, an estimated $558K added.
  • The largest Aberdeen India Fund seller in Q4 2022 was Allspring Global Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.