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iShares S&P India Nifty 50 Index Fund
INDY

56 hedge funds and large institutions have $280M invested in iShares S&P India Nifty 50 Index Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

45% more capital invested

Capital invested by funds: $193M → $280M (+$86.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 59 → 56 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
22
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$5.07M
2
FTUS
Flow Traders U.S.
New York
+$3.9M
3
H
Hexavest
Quebec, Canada
+$3.74M
4
BCM
Bluefin Capital Management
New York
+$3.44M
5
BIT
BlackRock Institutional Trust
California
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.8M
2
Morgan Stanley
Morgan Stanley
New York
-$2.35M
3
AGA
Accuvest Global Advisors
Utah
-$2.18M
4
American Century Companies
American Century Companies
Missouri
-$1.51M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$656K -$72.2K -3,386 -11%
Morgan Stanley
27
Morgan Stanley
New York
$628K -$2.35M -110,139 -79%
CAM
28
Carret Asset Management
New York
$623K -$88K -4,125 -12%
CC
29
Curian Capital
Colorado
$610K +$294K +13,809 +91%
CIA
30
CCM Investment Advisers
South Carolina
$591K – – –
JHIU
31
Janus Henderson Investors US
Colorado
$560K -$496K -23,283 -47%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$508K -$1.07M -50,188 -67%
ACI
33
AMP Capital Investors
Australia
$439K +$444K +20,814 New
KeyBank National Association
34
KeyBank National Association
Ohio
$392K – – –
GT
35
Glenmede Trust
Pennsylvania
$285K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$252K +$7.68K +360 +3%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$251K +$59K +2,765 +30%
MCM
38
Munder Capital Management
Michigan
$232K +$6.72K +315 +3%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$213K +$10.7K +500 +5%
JWM
40
Jacobus Wealth Management
Wisconsin
$184K – – –
AIG
41
American International Group
New York
$147K +$139K +6,500 +1,300%
US Bancorp
42
US Bancorp
Minnesota
$50K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$42K – – –
NTCOC
44
Northern Trust Company of Connecticut
Connecticut
$33K +$26.1K +1,225 +334%
TRCT
45
Tower Research Capital (TRC)
New York
$30K +$30.6K +1,436 New
TFA
46
Transamerica Financial Advisors
Florida
$29K +$28.4K +1,333 New
Barclays
47
Barclays
United Kingdom
$21K – – –
MFS
48
MSI Financial Services
Massachusetts
$17K – – –
Citigroup
49
Citigroup
New York
$15K -$42.6K -2,000 -73%
QBFM
50
QS Batterymarch Financial Management
New York
$6K – – –
1
2
3

INDY Hedge Fund Activity: Q3 2013 in Review

56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2013, worth a combined $280M — up 45% from $193M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INDY and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 22 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.07M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $12.8M sold.

  • 56 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2013, down from 59 in Q2 2013.
  • Funds reported $280M of iShares S&P India Nifty 50 Index Fund stock for Q3 2013, up 45% quarter-over-quarter.
  • 7 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2013 and 8 closed out, a net change of -1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2013 was Wasatch Advisors, an estimated $5.07M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2013 was Bank of New York Mellon, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2013.