iShares S&P India Nifty 50 Index Fund
INDY
77 hedge funds and large institutions have $414M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
5.71% less ownership
Funds ownership: 59.31% → 53.61% (-5.7%)
13% less funds holding
Funds holding: 88 → 77 (-11)
20% less capital invested
Capital invested by funds: $518M → $414M (-$105M)
46% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 24
47% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Somerset Capital Management
London,
United Kingdom
|
+$8.15M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$3.63M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.56M |
| 4 |
Janus Henderson Group
London,
|
+$2.3M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$73.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.92M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.98M |
| 5 |
Morgan Stanley
New York
|
-$3.76M |
INDY Hedge Fund Activity: Q4 2018 in Review
77 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2018, worth a combined $414M — down 20% from $518M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of INDY and 13 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 17 added.
The largest buyer was Somerset Capital Management, adding an estimated $8.15M. The largest seller was AssetMark Inc, cutting an estimated $73.8M.
- 77 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2018, down from 88 in Q3 2018.
- Funds reported $414M of iShares S&P India Nifty 50 Index Fund stock for Q4 2018, down 20% quarter-over-quarter.
- 13 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2018 and 24 closed out, a net change of -11 holders.
- The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2018 was Somerset Capital Management, an estimated $8.15M added.
- The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2018 was AssetMark Inc, an estimated $73.8M sold.
Based on aggregated 13F filings for Q4 2018.