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ISL

Aberdeen Israel Fund

Delisted

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

25 hedge funds and large institutions have $22.2M invested in Aberdeen Israel Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $19.8M → $22.2M (+$2.43M)

4% more funds holding

Funds holding: 2425 (+1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.76M +$45.1K +2,423 +0.5%
1CP
2
1607 Capital Partners
Virginia
$7.71M +$211K +11,322 +3%
COLIM
3
City of London Investment Management
United Kingdom
$1.79M -$52K -2,789 -3%
GFM
4
Gramercy Funds Management
Connecticut
$1.6M +$21.5K +1,156 +1%
BWA
5
Burt Wealth Advisors
Maryland
$854K +$8.38K +450 New
Morgan Stanley
6
Morgan Stanley
New York
$345K -$60.5K -3,247 -15%
MFS
7
MSI Financial Services
Massachusetts
$317K -$37.5K -2,014 -11%
LPL Financial
8
LPL Financial
California
$256K +$251K +13,460 New
UBS Group
9
UBS Group
Switzerland
$158K -$2.27K -122 -1%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$66K
Bank of America
11
Bank of America
North Carolina
$56K +$23.6K +1,265 +74%
FPFS
12
First Personal Financial Services
North Carolina
$45K
Citigroup
13
Citigroup
New York
$45K +$5.33K +286 +13%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$44K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27K
AIG
16
American International Group
New York
$24.6K
HA
17
Harfst & Associates
Wyoming
$23K +$22.4K +1,200 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$22K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$17K +$5.59K +300 +50%
TRCT
20
Tower Research Capital (TRC)
New York
$16K +$6.18K +332 +66%
HR
21
Howe & Rusling
New York
$9K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$5K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4K -$60.5K -3,250 -94%
TIM
24
Tortoise Investment Management
New York
$1K
PMFA
25
Plante Moran Financial Advisors
Michigan
$1K +$1.4K +75 New

ISL Hedge Fund Activity: Q2 2015 in Review

25 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Israel Fund (ISL) for Q2 2015, worth a combined $22.2M — up 12% from $19.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ISL positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $251K. The largest seller was Lazard Asset Management, exiting entirely with an estimated $226K sold.

  • 25 institutional investors held Aberdeen Israel Fund (ISL) as of Q2 2015, up from 24 in Q1 2015.
  • Funds reported $22.2M of Aberdeen Israel Fund stock for Q2 2015, up 12% quarter-over-quarter.
  • 4 funds opened new Aberdeen Israel Fund positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Aberdeen Israel Fund buyer in Q2 2015 was LPL Financial, an estimated $251K added.
  • The largest Aberdeen Israel Fund seller in Q2 2015 was Lazard Asset Management, an estimated $226K sold.

Based on aggregated 13F filings for Q2 2015.