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IFN

Aberdeen India Fund

67 hedge funds and large institutions have $82.4M invested in Aberdeen India Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

56% more capital invested

Capital invested by funds: $52.9M → $82.4M (+$29.4M)

6% more funds holding

Funds holding: 6367 (+4)

5.35% more ownership

Funds ownership: 11.13%16.48% (+5.4%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.8M +$22.5M +1,308,795 +121%
AWS
2
Atria Wealth Solutions
New York
$4.59M +$615K +35,836 +17%
SO
3
STRS Ohio
Ohio
$4.39M
Bank of America
4
Bank of America
North Carolina
$3.55M +$114K +6,616 +4%
BCM
5
Beck Capital Management
Texas
$3.33M -$13K -760 -0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.27M +$1.09M +63,497 +55%
Wells Fargo
7
Wells Fargo
California
$2.83M +$356K +20,752 +15%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.28M +$27.1K +1,576 +1%
CPRC
9
Consolidated Portfolio Review Corp
New York
$1.46M -$25.5K -1,484 -2%
Creative Planning
10
Creative Planning
Kansas
$1.01M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$830K -$1.37K -80 -0.2%
LPL Financial
12
LPL Financial
California
$821K +$453K +26,391 +143%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$811K +$389K +22,687 +105%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$798K -$550K -32,026 -42%
Stifel Financial
15
Stifel Financial
Missouri
$691K -$141K -8,207 -18%
CAG
16
Csenge Advisory Group
Florida
$632K -$47.5K -2,767 -7%
OC
17
Oppenheimer & Co
New York
$615K +$85.9K +5,007 +17%
WWM
18
Whalen Wealth Management
Nevada
$612K +$574K +33,446 New
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$610K +$573K +33,368 New
UBS Group
20
UBS Group
Switzerland
$504K +$48.9K +2,847 +12%
RJA
21
Raymond James & Associates
Florida
$469K +$88K +5,129 +25%
SCM
22
Schnieders Capital Management
California
$464K +$22.3K +1,300 +5%
SPIA
23
Steward Partners Investment Advisory
New York
$419K +$2.94K +171 +0.8%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$319K -$5.15K -300 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$298K -$21.3K -1,243 -7%

IFN Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q4 2023, worth a combined $82.4M — up 56% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFN positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $625K sold.

  • 67 institutional investors held Aberdeen India Fund (IFN) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $82.4M of Aberdeen India Fund stock for Q4 2023, up 56% quarter-over-quarter.
  • 10 funds opened new Aberdeen India Fund positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Aberdeen India Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
  • The largest Aberdeen India Fund seller in Q4 2023 was JP Morgan Chase, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2023.