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iShares S&P India Nifty 50 Index Fund

95 hedge funds and large institutions have $470M invested in iShares S&P India Nifty 50 Index Fund in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

8% more funds holding

Funds holding: 8895 (+7)

8% less capital invested

Capital invested by funds: $513M → $470M (-$43.2M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
18
Increased
29
Reduced
25
Closed
11
Calls
$362K
Puts
Net Calls
+$362K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
Winch Advisory Services
Wisconsin
$25K
LWM
77
LBA Wealth Management
Florida
$22K
EWM
78
Edge Wealth Management
New York
$18K +$17.9K +650 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$17K -$35.4K -1,284 -67%
OSNBOA
80
Old Second National Bank of Aurora
Illinois
$10K
WA
81
WFG Advisors
Texas
$8K -$13.9K -503 -62%
HNB
82
Huntington National Bank
Ohio
$7K
AOWM
83
Alpha Omega Wealth Management
Virginia
$7K +$7.07K +256 New
FNBT
84
FineMark National Bank & Trust
Florida
$5K
BCI
85
Brinker Capital Investments
Pennsylvania
$5K +$4.69K +170 New
KT
86
Kanaly Trust
Texas
$3K
TRCT
87
Tower Research Capital (TRC)
New York
$3K +$2.76K +100 New
FWM
88
Focused Wealth Management
New York
$2K
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$2K
AIA
90
Allegis Investment Advisors
Idaho
$2K +$1.68K +61 New
ADL
91
Asset Dedication LLC
California
$2K +$2.02K +73 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1K +$745 +27 New
ED
93
Exane Derivatives
France
$109
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 -$193 -7 -2%
AII
95
AGF Investments Inc
Ontario, Canada
-$61.1M -2,190,093 Closed
SCM
96
Somerset Capital Management
United Kingdom
-$9.5M -340,366 Closed
Charles Schwab
97
Charles Schwab
California
-$2.45M -87,874 Closed
GCAC
98
Guardian Capital Advisors (Canada)
Ontario, Canada
-$1.58M -56,200 Closed
RJA
99
Raymond James & Associates
Florida
-$421K -15,083 Closed
LS
100
Lattice Strategies
Pennsylvania
-$374K -13,395 Closed

INDY Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2015, worth a combined $470M — down 8.4% from $513M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new INDY positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was AIA (Singapore), adding an estimated $22M. The largest seller was AGF Investments Inc, exiting entirely with an estimated $61.1M sold.

  • 95 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2015, up from 88 in Q3 2015.
  • Funds reported $470M of iShares S&P India Nifty 50 Index Fund stock for Q4 2015, down 8.4% quarter-over-quarter.
  • 18 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2015 and 11 closed out, a net change of +7 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2015 was AIA (Singapore), an estimated $22M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2015 was AGF Investments Inc, an estimated $61.1M sold.

Based on aggregated 13F filings for Q4 2015.