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iShares S&P India Nifty 50 Index Fund
INDY

55 hedge funds and large institutions have $331M invested in iShares S&P India Nifty 50 Index Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $280M → $331M (+$50.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 56 → 55 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
11
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
+$43.2M
2
Deutsche Bank
Deutsche Bank
Germany
+$7.69M
3
QI
QS Investors
New York
+$1.86M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.79M
5
Brown Advisory
Brown Advisory
Maryland
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$17.1M
2
BFA
BlackRock Fund Advisors
California
-$5.4M
3
RFC
Russell Frank Company
Washington
-$3.85M
4
BIM
BlackRock Investment Management
Delaware
-$2.48M
5
Jane Street
Jane Street
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.43M +$310K +13,599 +29%
STC
27
SEI Trust Company
Pennsylvania
$1.43M -$349K -15,300 -20%
AG
28
Ashmore Group
United Kingdom
$1.29M -$36K -1,580 -3%
Bank of America
29
Bank of America
North Carolina
$748K -$802K -35,197 -53%
JHIU
30
Janus Henderson Investors US
Colorado
$737K +$107K +4,712 +18%
Morgan Stanley
31
Morgan Stanley
New York
$680K -$22.3K -979 -3%
AP
32
Advisors Preferred
Maryland
$664K +$644K +28,272 New
CAM
33
Carret Asset Management
New York
$634K -$60.4K -2,650 -9%
ACI
34
AMP Capital Investors
Australia
$487K – – –
LPL Financial
35
LPL Financial
California
$486K -$170K -7,473 -27%
CC
36
Curian Capital
Colorado
$373K -$300K -13,183 -45%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$276K -$284K -12,439 -51%
AIG
38
American International Group
New York
$235K +$68.4K +3,000 +43%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$228K -$9.8K -430 -4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$226K -$54.8K -2,405 -20%
JWM
41
Jacobus Wealth Management
Wisconsin
$206K – – –
GT
42
Glenmede Trust
Pennsylvania
$139K -$174K -7,642 -56%
TRCT
43
Tower Research Capital (TRC)
New York
$77K +$42.2K +1,852 +129%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$48K – – –
TFA
45
Transamerica Financial Advisors
Florida
$46K +$14.1K +617 +46%
NTCOC
46
Northern Trust Company of Connecticut
Connecticut
$37K – – –
US Bancorp
47
US Bancorp
Minnesota
$28K -$27.4K -1,200 -50%
MFS
48
MSI Financial Services
Massachusetts
$19K – – –
Citigroup
49
Citigroup
New York
$15K -$2.53K -111 -15%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$6K – – –
1
2
3

INDY Hedge Fund Activity: Q4 2013 in Review

55 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2013, worth a combined $331M — up 18% from $280M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INDY and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 11 added.

The largest buyer was AGF Investments Inc, opening a new position worth an estimated $43.2M. The largest seller was Artisan Partners, cutting an estimated $17.1M.

  • 55 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2013, down from 56 in Q3 2013.
  • Funds reported $331M of iShares S&P India Nifty 50 Index Fund stock for Q4 2013, up 18% quarter-over-quarter.
  • 7 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2013 and 8 closed out, a net change of -1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2013 was AGF Investments Inc, an estimated $43.2M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2013 was Artisan Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2013.