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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
RCG
51
Ruane, Cunniff & Goldfarb
New York
$264K – – –
JWM
52
Jacobus Wealth Management
Wisconsin
$260K – – –
OAM
53
Orinda Asset Management
California
$255K +$21K +704 +9%
Bank of America
54
Bank of America
North Carolina
$254K +$156K +5,250 +158%
Deutsche Bank
55
Deutsche Bank
Germany
$253K – – –
MHS
56
M Holdings Securities
Oregon
$235K +$237K +7,939 New
GT
57
Glenmede Trust
Pennsylvania
$175K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$152K +$11.9K +400 +9%
PAG
59
Private Advisor Group
New Jersey
$105K +$106K +3,549 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$71.7K – – –
WA
61
WFG Advisors
Texas
$64K +$209 +7 +0.3%
H
62
Hexavest
Quebec, Canada
$58K -$2.88M -96,719 -98%
US Bancorp
63
US Bancorp
Minnesota
$36K – – –
AIG
64
American International Group
New York
$31.1K +$5.96K +200 +24%
Creative Planning
65
Creative Planning
Kansas
$28K +$13.3K +445 +89%
BRWM
66
B. Riley Wealth Management
Tennessee
$19K – – –
WAS
67
Winch Advisory Services
Wisconsin
$17K +$60 +2 +0.3%
Ameriprise
68
Ameriprise
Minnesota
$12K -$30 -1 -0.2%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$9K +$8.88K +298 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$7K – – –
FNBT
71
FineMark National Bank & Trust
Florida
$5K – – –
OCM
72
One Capital Management
California
$4K +$4.47K +150 New
KT
73
Kanaly Trust
Texas
$3K – – –
WA
74
WealthTrust-Arizona
Arizona
$3K +$2.98K +100 New
Citigroup
75
Citigroup
New York
$1K -$2.98K -100 -80%
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.