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LAQ

Aberdeen Latin America Equity Fund

Delisted

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

23 hedge funds and large institutions have $103M invested in Aberdeen Latin America Equity Fund in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 2523 (-2)

17% less capital invested

Capital invested by funds: $124M → $103M (-$20.5M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

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
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
5
Reduced
7
Closed
4
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
$57.8M +$2.1M +82,038 +3%
Lazard Asset Management
2
Lazard Asset Management
New York
$22.5M -$973K -38,078 -4%
1CP
3
1607 Capital Partners
Virginia
$7.92M +$129K +5,055 +1%
Wells Fargo
4
Wells Fargo
California
$6.56M +$1.26M +49,324 +20%
GFM
5
Gramercy Funds Management
Connecticut
$3.2M -$38.3K -1,500 -1%
PPFA
6
Provida Pension Fund Administrator
Chile
$2.07M
KIM
7
Karpus Investment Management
New York
$1.69M -$44.4K -1,738 -2%
MIC
8
Meridian Investment Counsel
California
$528K -$72.2K -2,826 -11%
CL
9
CSS LLC
Illinois
$278K
Morgan Stanley
10
Morgan Stanley
New York
$247K +$23.5K +919 +9%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$72K +$16.6K +650 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$68K -$46K -1,800 -37%
BC
13
Bartlett & Co
Ohio
$38K
UBS Group
14
UBS Group
Switzerland
$38K +$43.4K +1,697 New
FNBT
15
FineMark National Bank & Trust
Florida
$25K
Bank of America
16
Bank of America
North Carolina
$22K -$6.39K -250 -20%
Deutsche Bank
17
Deutsche Bank
Germany
$22K
Citigroup
18
Citigroup
New York
$14K -$7.41K -290 -32%
NPC
19
National Planning Corporation
California
$11.3K +$13.1K +512 New
Creative Planning
20
Creative Planning
Kansas
$4K
DADC
21
D.A. Davidson & Co
Montana
$4K
NSIM
22
North Star Investment Management
Illinois
$4K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$2K
Brown Advisory
24
Brown Advisory
Maryland
-$360K -13,150 Closed
CAN
25
Cetera Advisor Networks
California
-$214K -7,880 Closed

LAQ Hedge Fund Activity: Q4 2014 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Latin America Equity Fund (LAQ) for Q4 2014, worth a combined $103M — down 17% from $124M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LAQ and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was City of London Investment Management, adding an estimated $2.1M. The largest seller was Lazard Asset Management, cutting an estimated $973K.

  • 23 institutional investors held Aberdeen Latin America Equity Fund (LAQ) as of Q4 2014, down from 25 in Q3 2014.
  • Funds reported $103M of Aberdeen Latin America Equity Fund stock for Q4 2014, down 17% quarter-over-quarter.
  • 2 funds opened new Aberdeen Latin America Equity Fund positions in Q4 2014 and 4 closed out, a net change of -2 holders.
  • The largest Aberdeen Latin America Equity Fund buyer in Q4 2014 was City of London Investment Management, an estimated $2.1M added.
  • The largest Aberdeen Latin America Equity Fund seller in Q4 2014 was Lazard Asset Management, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2014.