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LAQ

Aberdeen Latin America Equity Fund

Delisted

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

29 hedge funds and large institutions have $122M invested in Aberdeen Latin America Equity Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more funds holding

Funds holding: 2729 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $129M → $122M (-$7.23M)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$63.2M +$3.22M +103,176 +5%
Lazard Asset Management
2
Lazard Asset Management
New York
$30.1M +$376K +12,050 +1%
1CP
3
1607 Capital Partners
Virginia
$10.3M +$182K +5,855 +2%
Wells Fargo
4
Wells Fargo
California
$5.81M -$159K -5,109 -2%
KIM
5
Karpus Investment Management
New York
$2.9M +$1.62M +51,950 +101%
PPFA
6
Provida Pension Fund Administrator
Chile
$2.61M +$2.9M +92,919 New
GFM
7
Gramercy Funds Management
Connecticut
$1.58M +$1.32M +42,215 +299%
CAN
8
Cetera Advisor Networks
California
$1.29M +$23.7K +761 +2%
AG
9
Ashmore Group
United Kingdom
$1.09M
MIC
10
Meridian Investment Counsel
California
$790K +$878K +28,172 New
Brown Advisory
11
Brown Advisory
Maryland
$438K +$104K +3,325 +27%
TC
12
TFS Capital
Pennsylvania
$414K -$89.9K -2,884 -16%
Morgan Stanley
13
Morgan Stanley
New York
$356K -$74.8K -2,399 -16%
CL
14
CSS LLC
Illinois
$345K +$384K +12,317 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$198K +$32.7K +1,050 +17%
SG Americas Securities
16
SG Americas Securities
New York
$181K +$201K +6,445 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$146K +$100K +3,207 +160%
Bank of America
18
Bank of America
North Carolina
$76K -$580K -18,603 -87%
Deutsche Bank
19
Deutsche Bank
Germany
$56K -$62.3K -2,000 -50%
BCM
20
Blume Capital Management
California
$51K +$57.1K +1,832 New
BC
21
Bartlett & Co
Ohio
$47K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$36K +$39.9K +1,281 New
FNBT
23
FineMark National Bank & Trust
Florida
$32K
U
24
UBS
Switzerland
$13K -$13.2K -422 -47%
PAS
25
Partnervest Advisory Services
California
$11K +$374 +12 +3%

LAQ Hedge Fund Activity: Q4 2013 in Review

29 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Latin America Equity Fund (LAQ) for Q4 2013, worth a combined $122M — down 5.6% from $129M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LAQ positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $3.22M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $660K sold.

  • 29 institutional investors held Aberdeen Latin America Equity Fund (LAQ) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $122M of Aberdeen Latin America Equity Fund stock for Q4 2013, down 5.6% quarter-over-quarter.
  • 8 funds opened new Aberdeen Latin America Equity Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest Aberdeen Latin America Equity Fund buyer in Q4 2013 was City of London Investment Management, an estimated $3.22M added.
  • The largest Aberdeen Latin America Equity Fund seller in Q4 2013 was Shaker Financial Services, an estimated $660K sold.

Based on aggregated 13F filings for Q4 2013.