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IFN

Aberdeen India Fund

60 hedge funds and large institutions have $54.6M invested in Aberdeen India Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 6160 (-1)

2.52% less ownership

Funds ownership: 14.56%12.04% (-2.5%)

8% less capital invested

Capital invested by funds: $59.5M → $54.6M (-$4.92M)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$536K +34,341 +4%
Lazard Asset Management
2
Lazard Asset Management
New York
$12.6M -$13M -832,051 -52%
SO
3
STRS Ohio
Ohio
$3.98M
Bank of America
4
Bank of America
North Carolina
$3.02M +$198K +12,702 +8%
AWS
5
Atria Wealth Solutions
New York
$2.68M +$733K +46,939 +41%
Wells Fargo
6
Wells Fargo
California
$2.16M -$96.6K -6,184 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.04M +$20.5K +1,310 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.76M +$185K +11,848 +13%
CPRC
9
Consolidated Portfolio Review Corp
New York
$1.48M +$26.9K +1,724 +2%
Creative Planning
10
Creative Planning
Kansas
$921K -$1.94K -124 -0.2%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$891K -$190K -12,168 -18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$763K +$17.4K +1,112 +2%
Stifel Financial
13
Stifel Financial
Missouri
$738K +$2.12K +136 +0.3%
CAG
14
Csenge Advisory Group
Florida
$731K +$53.8K +3,445 +8%
CG
15
Colony Group
Massachusetts
$569K -$5.86K -375 -1%
UBS Group
16
UBS Group
Switzerland
$434K -$18.3K -1,173 -4%
SPIA
17
Steward Partners Investment Advisory
New York
$369K +$343K +21,964 +9,346%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$323K +$304K +19,477 New
SCM
19
Schnieders Capital Management
California
$313K +$19.5K +1,250 +7%
KFGK
20
Keystone Financial Group (Kentucky)
Kentucky
$295K +$277K +17,760 New
RJA
21
Raymond James & Associates
Florida
$291K +$11.7K +751 +4%
OC
22
Oppenheimer & Co
New York
$288K +$20.2K +1,296 +8%
RSWM
23
Robertson Stephens Wealth Management
California
$252K +$54.7K +3,500 +30%
HPM
24
Hudson Portfolio Management
New York
$233K
LPL Financial
25
LPL Financial
California
$227K +$21.6K +1,385 +11%

IFN Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q2 2023, worth a combined $54.6M — down 8.3% from $59.5M a quarter earlier.

Fund positioning in IFN was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 8 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $733K. The largest seller was Lazard Asset Management, cutting an estimated $13M.

  • 60 institutional investors held Aberdeen India Fund (IFN) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $54.6M of Aberdeen India Fund stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 8 funds opened new Aberdeen India Fund positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest Aberdeen India Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $733K added.
  • The largest Aberdeen India Fund seller in Q2 2023 was Lazard Asset Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.