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IFN

Aberdeen India Fund
IFN

61 hedge funds and large institutions have $59.5M invested in Aberdeen India Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 9 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

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

20% more funds holding

Funds holding: 51 → 61 (+10)

3.27% less ownership

Funds ownership: 17.83% → 14.56% (-3.3%)

18% less capital invested

Capital invested by funds: $72.2M → $59.5M (-$12.7M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
3
AWS
Atria Wealth Solutions
New York
+$873K
4
OC
Oppenheimer & Co
New York
+$248K
5
GA
GFS Advisors
Texas
+$199K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$7.21M
3
Bank of America
Bank of America
North Carolina
-$2.47M
4
Wells Fargo
Wells Fargo
California
-$152K
5
EC
Elequin Capital
New York
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$24.1M -$7.21M -465,870 -23%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$2.79M +180,003 +25%
SO
3
STRS Ohio
Ohio
$3.63M – – –
Bank of America
4
Bank of America
North Carolina
$2.56M -$2.47M -159,728 -49%
Wells Fargo
5
Wells Fargo
California
$2.06M -$152K -9,828 -7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.84M +$187K +12,084 +11%
AWS
7
Atria Wealth Solutions
New York
$1.73M +$873K +56,437 +97%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.43M +$1.35M +87,442 +1,293%
CPRC
9
Consolidated Portfolio Review Corp
New York
$1.33M +$1.36M +87,717 New
CIBC World Market
10
CIBC World Market
Ontario, Canada
$996K -$70.6K -4,562 -6%
Creative Planning
11
Creative Planning
Kansas
$841K +$356 +23 +0%
Stifel Financial
12
Stifel Financial
Missouri
$670K +$140K +9,071 +26%
CAG
13
Csenge Advisory Group
Florida
$614K +$76.2K +4,922 +14%
CG
14
Colony Group
Massachusetts
$525K -$110K -7,108 -17%
UBS Group
15
UBS Group
Switzerland
$414K +$40.5K +2,619 +11%
SCM
16
Schnieders Capital Management
California
$266K +$449 +29 +0.2%
RJA
17
Raymond James & Associates
Florida
$254K +$53.3K +3,442 +26%
OC
18
Oppenheimer & Co
New York
$243K +$248K +16,029 New
HPM
19
Hudson Portfolio Management
New York
$213K -$2.32K -150 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$196K +$15.6K +1,011 +8%
GA
21
GFS Advisors
Texas
$195K +$199K +12,864 New
LPL Financial
22
LPL Financial
California
$186K +$190K +12,307 New
KA
23
Kovack Advisors
Florida
$184K +$188K +12,147 New
SA
24
Sunesis Advisors
Kansas
$183K +$187K +12,109 New
Osaic Holdings
25
Osaic Holdings
Arizona
$180K +$46.4K +3,000 +34%
1
2 3

IFN Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2023, worth a combined $59.5M — down 18% from $72.2M 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 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $11.3M sold.

  • 61 institutional investors held Aberdeen India Fund (IFN) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $59.5M of Aberdeen India Fund stock for Q1 2023, down 18% quarter-over-quarter.
  • 17 funds opened new Aberdeen India Fund positions in Q1 2023 and 6 closed out, a net change of +11 holders.
  • The largest Aberdeen India Fund buyer in Q1 2023 was Morgan Stanley, an estimated $2.79M added.
  • The largest Aberdeen India Fund seller in Q1 2023 was Allspring Global Investments, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.