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iShares S&P India Nifty 50 Index Fund
INDY

79 hedge funds and large institutions have $540M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $491M → $540M (+$49.1M)

3% more funds holding

Funds holding: 77 → 79 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
20
Increased
30
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Brinker Capital
Pennsylvania
+$28.6M
2
RFC
Russell Frank Company
Washington
+$10.6M
3
PVH
Psagot Value Holdings
Israel
+$10.6M
4
H
Hexavest
Quebec, Canada
+$6.74M
5
Wells Fargo
Wells Fargo
California
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.8M
2
AssetMark Inc
AssetMark Inc
California
-$13.2M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$12.8M
4
Artisan Partners
Artisan Partners
Wisconsin
-$11.6M
5
RJA
Raymond James & Associates
Florida
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
26
Accuvest Global Advisors
Utah
$2.57M -$1.15M -37,748 -31%
CG
27
Colony Group
Massachusetts
$2.43M +$2.47M +81,170 New
HighTower Advisors
28
HighTower Advisors
Illinois
$2.28M +$603K +19,783 +35%
NEI
29
Northwest & Ethical Investments
Ontario, Canada
$2.1M +$2.14M +70,300 New
QI
30
QS Investors
New York
$1.86M -$308K -10,100 -14%
SAM
31
Sequent Asset Management
Texas
$1.68M +$888K +29,135 +107%
American Century Companies
32
American Century Companies
Missouri
$1.62M +$40.5K +1,330 +3%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$1.57M +$85.1K +2,793 +6%
CC
34
Curian Capital
Colorado
$1.32M +$1.35M +44,209 New
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
$1.28M +$168K +5,500 +15%
MFS
36
MSI Financial Services
Massachusetts
$1.22M +$1.25M +40,929 New
Jane Street
37
Jane Street
New York
$926K -$859K -28,180 -48%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$925K +$242K +7,944 +35%
AllianceBernstein
39
AllianceBernstein
Tennessee
$910K +$928K +30,430 New
BHB
40
Bank Hapoalim BM
Israel
$903K +$514K +16,850 +126%
LPL Financial
41
LPL Financial
California
$882K -$621K -20,380 -41%
CAM
42
Carret Asset Management
New York
$788K -$39.5K -1,296 -5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$673K -$114K -3,731 -14%
SEI Investments
44
SEI Investments
Pennsylvania
$627K +$640K +20,980 New
OMC
45
Old Mission Capital
Illinois
$527K +$538K +17,637 New
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$492K +$502K +16,463 New
Charles Schwab
47
Charles Schwab
California
$460K +$120K +3,946 +35%
CPS
48
Counsel Portfolio Services
Ontario, Canada
$359K – – –
GA
49
Geneva Advisors
Illinois
$340K +$347K +11,385 New
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$336K +$66.9K +2,195 +24%
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INDY Hedge Fund Activity: Q4 2014 in Review

79 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2014, worth a combined $540M — up 10% from $491M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INDY positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $28.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $15.8M sold.

  • 79 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2014, up from 77 in Q3 2014.
  • Funds reported $540M of iShares S&P India Nifty 50 Index Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 20 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2014 and 16 closed out, a net change of +4 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2014 was Brinker Capital, an estimated $28.6M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2014 was Arrowstreet Capital, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2014.