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iShares S&P India Nifty 50 Index Fund
INDY

77 hedge funds and large institutions have $491M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $410M → $491M (+$80.5M)

13% more funds holding

Funds holding: 68 → 77 (+9)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
17
Increased
25
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
+$17.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.9M
3
AssetMark Inc
AssetMark Inc
California
+$13.3M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$12.8M
5
Wells Fargo
Wells Fargo
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
RFC
Russell Frank Company
Washington
-$10.2M
2
Jane Street
Jane Street
New York
-$6.54M
3
BlackRock
BlackRock
New York
-$5.96M
4
Artisan Partners
Artisan Partners
Wisconsin
-$4.77M
5
VCAM
Valentine Capital Asset Management
California
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Baird
Wisconsin
$2.22M +$2.23M +74,880 New
QI
27
QS Investors
New York
$2.14M – – –
Jane Street
28
Jane Street
New York
$1.75M -$6.54M -219,341 -79%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.67M +$551K +18,501 +49%
American Century Companies
30
American Century Companies
Missouri
$1.57M +$2.68K +90 +0.2%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$1.47M +$1.48M +49,626 New
LPL Financial
32
LPL Financial
California
$1.45M +$111K +3,731 +8%
CLOS
33
Compagnie Lombard Odier SCmA
Switzerland
$1.11M -$65.1K -2,184 -6%
CAM
34
Carret Asset Management
New York
$820K -$17.9K -600 -2%
SAM
35
Sequent Asset Management
Texas
$805K +$77.8K +2,610 +11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$779K +$76.1K +2,553 +11%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$682K +$344K +11,549 +101%
STC
38
SEI Trust Company
Pennsylvania
$622K – – –
Jennison Associates
39
Jennison Associates
New York
$441K +$444K +14,886 New
BHB
40
Bank Hapoalim BM
Israel
$396K +$398K +13,360 New
B
41
Bailard
California
$359K – – –
CPS
42
Counsel Portfolio Services
Ontario, Canada
$356K – – –
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$341K +$343K +11,500 New
Charles Schwab
44
Charles Schwab
California
$339K +$32.9K +1,104 +11%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$307K +$309K +10,365 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$287K +$288K +9,677 New
M&T Bank
47
M&T Bank
New York
$284K +$285K +9,552 New
Credit Agricole
48
Credit Agricole
France
$271K +$171K +5,742 +169%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$268K -$10.4K -350 -4%
LS
50
Lattice Strategies
Pennsylvania
$267K -$4.17K -140 -2%
1
2
3 4

INDY Hedge Fund Activity: Q3 2014 in Review

77 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2014, worth a combined $491M — up 20% from $410M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INDY positions and 8 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was AGF Investments Inc, adding an estimated $17.9M. The largest seller was Russell Frank Company, cutting an estimated $10.2M.

  • 77 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2014, up from 68 in Q2 2014.
  • Funds reported $491M of iShares S&P India Nifty 50 Index Fund stock for Q3 2014, up 20% quarter-over-quarter.
  • 17 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2014 and 8 closed out, a net change of +9 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2014 was AGF Investments Inc, an estimated $17.9M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2014 was Russell Frank Company, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2014.