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IFN

Aberdeen India Fund
IFN

63 hedge funds and large institutions have $52.9M invested in Aberdeen India Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 60 → 63 (+3)

0.91% less ownership

Funds ownership: 12.04% → 11.13% (-0.91%)

3% less capital invested

Capital invested by funds: $54.6M → $52.9M (-$1.64M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Beck Capital Management
Texas
+$3.08M
2
Morgan Stanley
Morgan Stanley
New York
+$2.45M
3
AWS
Atria Wealth Solutions
New York
+$908K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$441K
5
JP Morgan Chase
JP Morgan Chase
New York
+$430K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$12.6M
2
GC
Guggenheim Capital
Illinois
-$171K
3
CPRC
Consolidated Portfolio Review Corp
New York
-$135K
4
CAG
Csenge Advisory Group
Florida
-$113K
5
UBS Group
UBS Group
Switzerland
-$24.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.9M +$2.45M +145,590 +16%
SO
2
STRS Ohio
Ohio
$4.18M – – –
AWS
3
Atria Wealth Solutions
New York
$3.75M +$908K +53,907 +33%
Bank of America
4
Bank of America
North Carolina
$3.27M +$92.6K +5,499 +3%
BCM
5
Beck Capital Management
Texas
$3.18M +$3.08M +182,767 New
Wells Fargo
6
Wells Fargo
California
$2.34M +$72.4K +4,298 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.14M +$6.1K +362 +0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2M +$150K +8,931 +8%
CPRC
9
Consolidated Portfolio Review Corp
New York
$1.42M -$135K -7,997 -9%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.32M +$370K +21,988 +41%
Creative Planning
11
Creative Planning
Kansas
$967K – – –
Stifel Financial
12
Stifel Financial
Missouri
$801K +$25.7K +1,525 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$792K -$8.76K -520 -1%
CAG
14
Csenge Advisory Group
Florida
$650K -$113K -6,726 -15%
JP Morgan Chase
15
JP Morgan Chase
New York
$625K +$430K +25,499 +246%
CG
16
Colony Group
Massachusetts
$593K -$4.41K -262 -0.8%
OC
17
Oppenheimer & Co
New York
$499K +$191K +11,311 +65%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$456K +$441K +26,171 New
UBS Group
19
UBS Group
Switzerland
$431K -$24.2K -1,436 -5%
SCM
20
Schnieders Capital Management
California
$419K +$87.9K +5,220 +28%
SPIA
21
Steward Partners Investment Advisory
New York
$396K +$8.99K +534 +2%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$377K +$36.2K +2,151 +11%
RJA
23
Raymond James & Associates
Florida
$357K +$50.2K +2,978 +17%
LPL Financial
24
LPL Financial
California
$323K +$81.2K +4,822 +35%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$309K +$67 +4 +0%
1
2 3

IFN Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q3 2023, worth a combined $52.9M — down 3% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IFN positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Beck Capital Management, opening a new position worth an estimated $3.08M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $12.6M sold.

  • 63 institutional investors held Aberdeen India Fund (IFN) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $52.9M of Aberdeen India Fund stock for Q3 2023, down 3% quarter-over-quarter.
  • 7 funds opened new Aberdeen India Fund positions in Q3 2023 and 3 closed out, a net change of +4 holders.
  • The largest Aberdeen India Fund buyer in Q3 2023 was Beck Capital Management, an estimated $3.08M added.
  • The largest Aberdeen India Fund seller in Q3 2023 was Lazard Asset Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2023.