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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.07M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.9M |
| 3 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$3.74M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$3.44M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$12.8M |
| 2 |
Morgan Stanley
New York
|
-$2.35M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$2.18M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$1.51M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
FNBT
52
FineMark National Bank & Trust
Fort Myers,
Florida
| $4K | – | – | – |
|
53
Envestnet Asset Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
WA
54
WFG Advisors
Dallas,
Texas
| $2K | +$2.52K | +118 | New |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | -$2.47K | -116 | -51% |
|
|
56
Bank of New York Mellon
New York
| – | -$12.8M | -574,574 | Closed |
|
|
AGA
57
Accuvest Global Advisors
Provo,
Utah
| – | -$2.18M | -97,633 | Closed |
|
|
HIM
58
Hermes Investment Management
London Uk,
United Kingdom
| – | -$905K | -40,563 | Closed |
|
|
LS
59
Lattice Strategies
Wayne,
Pennsylvania
| – | -$329K | -14,755 | Closed |
|
|
CS
60
Credit Suisse
Zurich,
Switzerland
| – | -$243K | -10,900 | Closed |
|
|
MAS
61
Madden Advisory Services
Jacksonville,
Florida
| – | -$46K | -2,042 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25K | -1,100 | Closed |
|
|
RIA
63
Regal Investment Advisors
Kentwood,
Michigan
| – | -$2K | -93 | Closed |
|
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.