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ISL

Aberdeen Israel Fund

Delisted

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

26 hedge funds and large institutions have $20.6M invested in Aberdeen Israel Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $20.7M → $20.6M (-$122K)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.31M +$10K +601 +0.1%
1CP
2
1607 Capital Partners
Virginia
$7.25M +$277K +16,555 +4%
GFM
3
Gramercy Funds Management
Connecticut
$1.3M
KLI
4
Kelman-Lazarov Inc
Tennessee
$681K
MC
5
Matisse Capital
Oregon
$672K +$264K +15,769 +63%
LCM
6
Landscape Capital Management
New Jersey
$259K +$9.96K +596 +4%
Morgan Stanley
7
Morgan Stanley
New York
$258K +$5.52K +330 +2%
CRC
8
Curi RMB Capital
Illinois
$176K +$179K +10,690 New
MFS
9
MSI Financial Services
Massachusetts
$126K +$1.84K +110 +1%
Bank of America
10
Bank of America
North Carolina
$105K -$5.01K -300 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$93K +$29.2K +1,745 +45%
UBS Group
12
UBS Group
Switzerland
$78K -$25.9K -1,550 -25%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$58K
WAM
14
Wolverine Asset Management
Illinois
$47K +$48.3K +2,891 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$41K +$17.8K +1,067 +76%
FPFS
16
First Personal Financial Services
North Carolina
$39K
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$34K
Creative Planning
18
Creative Planning
Kansas
$26K
AG
19
Advisor Group
Arizona
$22K
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$15K
HR
21
Howe & Rusling
New York
$8K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$7K
BWA
23
Burt Wealth Advisors
Maryland
$7K +$117 +7 +2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2K
TIM
25
Tortoise Investment Management
New York
$1K -$6.69K -400 -90%

ISL Hedge Fund Activity: Q3 2016 in Review

26 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Israel Fund (ISL) for Q3 2016, worth a combined $20.6M — down 0.59% from $20.7M a quarter earlier.

Fund positioning in ISL was balanced in Q3 2016: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $277K. The largest seller was Lazard Asset Management, exiting entirely with an estimated $863K sold.

  • 26 institutional investors held Aberdeen Israel Fund (ISL) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $20.6M of Aberdeen Israel Fund stock for Q3 2016, down 0.59% quarter-over-quarter.
  • 2 funds opened new Aberdeen Israel Fund positions in Q3 2016 and 2 closed out, a net change of 0 holders.
  • The largest Aberdeen Israel Fund buyer in Q3 2016 was 1607 Capital Partners, an estimated $277K added.
  • The largest Aberdeen Israel Fund seller in Q3 2016 was Lazard Asset Management, an estimated $863K sold.

Based on aggregated 13F filings for Q3 2016.