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ISL

Aberdeen Israel Fund

Delisted

ISL was delisted on the 27th of April, 2018.

24 hedge funds and large institutions have $18.7M invested in Aberdeen Israel Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $20.5M → $18.7M (-$1.78M)

11% less funds holding

Funds holding: 2724 (-3)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.86M -$34.6K -1,967 -0.5%
Wells Fargo
2
Wells Fargo
California
$5.77M +$228K +12,956 +4%
COLIM
3
City of London Investment Management
United Kingdom
$1.52M
BI
4
Bulldog Investors
New Jersey
$1.48M -$555K -31,520 -27%
GFM
5
Gramercy Funds Management
Connecticut
$1.45M -$21.4K -1,214 -1%
Morgan Stanley
6
Morgan Stanley
New York
$347K +$14.5K +822 +4%
MFS
7
MSI Financial Services
Massachusetts
$260K -$7.04K -400 -3%
LPL Financial
8
LPL Financial
California
$228K -$21.5K -1,220 -8%
Lazard Asset Management
9
Lazard Asset Management
New York
$220K
U
10
UBS
Switzerland
$143K +$14.3K +811 +11%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$61K
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$60K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$58K
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$48K
Citigroup
15
Citigroup
New York
$30K -$6.8K -386 -18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K +$299 +17 +1%
AIG
17
American International Group
New York
$22.5K
Bank of America
18
Bank of America
North Carolina
$19K -$20.2K -1,150 -51%
EWM
19
Evercore Wealth Management
New York
$17K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$15K
Ameriprise
21
Ameriprise
Minnesota
$10K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$10K
HR
23
Howe & Rusling
New York
$9K
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$3.87K +220 New
CAN
25
Cetera Advisor Networks
California
-$581K -32,393 Closed

ISL Hedge Fund Activity: Q3 2014 in Review

24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Israel Fund (ISL) for Q3 2014, worth a combined $18.7M — down 8.7% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ISL and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Wells Fargo, adding an estimated $228K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $581K sold.

  • 24 institutional investors held Aberdeen Israel Fund (ISL) as of Q3 2014, down from 27 in Q2 2014.
  • Funds reported $18.7M of Aberdeen Israel Fund stock for Q3 2014, down 8.7% quarter-over-quarter.
  • 1 fund opened new Aberdeen Israel Fund positions in Q3 2014 and 4 closed out, a net change of -3 holders.
  • The largest Aberdeen Israel Fund buyer in Q3 2014 was Wells Fargo, an estimated $228K added.
  • The largest Aberdeen Israel Fund seller in Q3 2014 was Cetera Advisor Networks, an estimated $581K sold.

Based on aggregated 13F filings for Q3 2014.