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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 $147M invested in Aberdeen Latin America Equity Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $148M → $147M (-$1.01M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
7
Reduced
11
Closed
7
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
$83M
Lazard Asset Management
2
Lazard Asset Management
New York
$20.4M -$2.62M -97,317 -11%
1CP
3
1607 Capital Partners
Virginia
$10.8M -$29.6K -1,102 -0.3%
Wells Fargo
4
Wells Fargo
California
$6.92M -$49.1K -1,827 -0.7%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$5.94M
KIM
6
Karpus Investment Management
New York
$4.36M +$3.44M +127,828 +362%
BI
7
Bulldog Investors
New Jersey
$2.78M +$1.74M +64,560 +164%
MC
8
Matisse Capital
Oregon
$2.69M +$2.17M +80,810 +408%
GFM
9
Gramercy Funds Management
Connecticut
$1.66M -$274K -10,200 -14%
CL
10
CSS LLC
Illinois
$1.39M +$678K +25,210 +94%
UCI
11
Uncommon Cents Investing
Wisconsin
$1.19M +$1.2M +44,530 New
Morgan Stanley
12
Morgan Stanley
New York
$982K -$26.4K -983 -3%
PVWM
13
Point View Wealth Management
New Jersey
$876K -$65.5K -2,436 -7%
MAA
14
Mraz Amerine & Associates
California
$768K -$10.8K -400 -1%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$730K +$140K +5,221 +24%
MIC
16
Meridian Investment Counsel
California
$616K -$13.4K -500 -2%
IA
17
Icon Advisers
Colorado
$538K +$541K +20,120 New
WAM
18
Weiss Asset Management
Massachusetts
$477K +$480K +17,865 New
WAM
19
Wolverine Asset Management
Illinois
$396K -$96.8K -3,600 -20%
VIM
20
Vista Investment Management
Pennsylvania
$232K +$233K +8,666 New
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$219K +$43K +1,600 +24%
Bank of America
22
Bank of America
North Carolina
$129K -$41.8K -1,555 -24%
UBS Group
23
UBS Group
Switzerland
$107K +$99.4K +3,698 +1,225%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28K -$21.2K -789 -43%
SWM
25
SeaCrest Wealth Management
New York
$8K +$7.82K +291 New

LAQ Hedge Fund Activity: Q4 2017 in Review

29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Latin America Equity Fund (LAQ) for Q4 2017, worth a combined $147M — down 0.68% from $148M a quarter earlier.

Fund positioning in LAQ was balanced in Q4 2017: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.44M. The largest seller was Lazard Asset Management, cutting an estimated $2.62M.

  • 29 institutional investors held Aberdeen Latin America Equity Fund (LAQ) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $147M of Aberdeen Latin America Equity Fund stock for Q4 2017, down 0.68% quarter-over-quarter.
  • 7 funds opened new Aberdeen Latin America Equity Fund positions in Q4 2017 and 7 closed out, a net change of 0 holders.
  • The largest Aberdeen Latin America Equity Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $3.44M added.
  • The largest Aberdeen Latin America Equity Fund seller in Q4 2017 was Lazard Asset Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2017.