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ISL

Aberdeen Israel Fund

Delisted

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

23 hedge funds and large institutions have $19.2M invested in Aberdeen Israel Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8% less funds holding

Funds holding: 2523 (-2)

14% less capital invested

Capital invested by funds: $22.2M → $19.2M (-$3M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.45M +$1.87M +100,047 +22%
1CP
2
1607 Capital Partners
Virginia
$6.86M +$19.7K +1,054 +0.3%
GFM
3
Gramercy Funds Management
Connecticut
$1.41M -$13.1K -700 -0.8%
MFS
4
MSI Financial Services
Massachusetts
$308K +$30.4K +1,630 +10%
Morgan Stanley
5
Morgan Stanley
New York
$272K -$37.7K -2,022 -11%
LPL Financial
6
LPL Financial
California
$211K -$20K -1,074 -8%
Lazard Asset Management
7
Lazard Asset Management
New York
$180K +$197K +10,571 New
UBS Group
8
UBS Group
Switzerland
$132K -$9.51K -510 -6%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$59K
Bank of America
10
Bank of America
North Carolina
$57K +$7.46K +400 +13%
Citigroup
11
Citigroup
New York
$43K +$448 +24 +1%
FPFS
12
First Personal Financial Services
North Carolina
$40K
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$39K
Creative Planning
14
Creative Planning
Kansas
$26K +$28.9K +1,549 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24K
AIG
16
American International Group
New York
$22K
HA
17
Harfst & Associates
Wyoming
$20K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$20K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$15K
HR
20
Howe & Rusling
New York
$8K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$3K
PMFA
22
Plante Moran Financial Advisors
Michigan
$1K
TIM
23
Tortoise Investment Management
New York
$1K
COLIM
24
City of London Investment Management
United Kingdom
-$1.79M -96,140 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$16K -834 Closed

ISL Hedge Fund Activity: Q3 2015 in Review

23 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Israel Fund (ISL) for Q3 2015, worth a combined $19.2M — down 14% from $22.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ISL and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Wells Fargo, adding an estimated $1.87M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.79M sold.

  • 23 institutional investors held Aberdeen Israel Fund (ISL) as of Q3 2015, down from 25 in Q2 2015.
  • Funds reported $19.2M of Aberdeen Israel Fund stock for Q3 2015, down 14% quarter-over-quarter.
  • 2 funds opened new Aberdeen Israel Fund positions in Q3 2015 and 4 closed out, a net change of -2 holders.
  • The largest Aberdeen Israel Fund buyer in Q3 2015 was Wells Fargo, an estimated $1.87M added.
  • The largest Aberdeen Israel Fund seller in Q3 2015 was City of London Investment Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2015.