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IFN

Aberdeen India Fund

66 hedge funds and large institutions have $77.2M invested in Aberdeen India Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 6766 (-1)

2.67% less ownership

Funds ownership: 16.48%13.81% (-2.7%)

6% less capital invested

Capital invested by funds: $82.4M → $77.2M (-$5.2M)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.2M -$20M -1,014,023 -42%
AWS
2
Atria Wealth Solutions
New York
$5.97M +$800K +40,616 +16%
SO
3
STRS Ohio
Ohio
$4.91M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.09M +$420K +21,305 +12%
Bank of America
5
Bank of America
North Carolina
$3.97M +$749 +38 +0%
BCM
6
Beck Capital Management
Texas
$3.75M +$27.9K +1,418 +0.8%
RJA
7
Raymond James & Associates
Florida
$2.66M +$2.06M +104,479 +407%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.66M +$106K +5,402 +4%
Wells Fargo
9
Wells Fargo
California
$2.51M -$641K -32,515 -21%
LPL Financial
10
LPL Financial
California
$1.95M +$989K +50,192 +112%
PI
11
PFG Investments
New York
$1.69M +$1.63M +82,776 New
CPRC
12
Consolidated Portfolio Review Corp
New York
$1.67M +$36.7K +1,863 +2%
Creative Planning
13
Creative Planning
Kansas
$1.14M +$217 +11 +0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$960K +$30.2K +1,534 +3%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$951K +$258K +13,088 +39%
AIFAIM
16
American Institute for Advanced Investment Management
Arizona
$856K +$560K +28,434 +212%
OC
17
Oppenheimer & Co
New York
$854K +$159K +8,076 +24%
Stifel Financial
18
Stifel Financial
Missouri
$764K -$8.67K -440 -1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$665K -$219K -11,137 -26%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$664K -$234K -11,893 -27%
Osaic Holdings
21
Osaic Holdings
Arizona
$653K +$308K +15,621 +96%
SCM
22
Schnieders Capital Management
California
$551K +$30.5K +1,550 +6%
UBS Group
23
UBS Group
Switzerland
$530K -$32.8K -1,666 -6%
NFG
24
Norris Financial Group
South Carolina
$490K +$471K +23,927 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$416K +$400K +20,302 New

IFN Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aberdeen India Fund (IFN) for Q1 2024, worth a combined $77.2M — down 6.3% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IFN positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.06M. The largest seller was Morgan Stanley, cutting an estimated $20M.

  • 66 institutional investors held Aberdeen India Fund (IFN) as of Q1 2024, down from 67 in Q4 2023.
  • Funds reported $77.2M of Aberdeen India Fund stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 11 funds opened new Aberdeen India Fund positions in Q1 2024 and 10 closed out, a net change of +1 holder.
  • The largest Aberdeen India Fund buyer in Q1 2024 was Raymond James & Associates, an estimated $2.06M added.
  • The largest Aberdeen India Fund seller in Q1 2024 was Morgan Stanley, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.