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LAQ

Aberdeen Latin America Equity Fund

Delisted

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

26 hedge funds and large institutions have $152M invested in Aberdeen Latin America Equity Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $147M → $152M (+$4.69M)

10% less funds holding

Funds holding: 2926 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
11
Reduced
6
Closed
5
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
$85.5M
Lazard Asset Management
2
Lazard Asset Management
New York
$18M -$2.96M -104,690 -14%
1CP
3
1607 Capital Partners
Virginia
$11.1M +$5.66K +200 +0%
Wells Fargo
4
Wells Fargo
California
$6.97M -$126K -4,461 -2%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$6.08M
KIM
6
Karpus Investment Management
New York
$4.5M +$33.2K +1,173 +0.7%
BI
7
Bulldog Investors
New Jersey
$4.17M +$1.37M +48,396 +47%
WAM
8
Weiss Asset Management
Massachusetts
$3.06M +$2.66M +93,983 +526%
MC
9
Matisse Capital
Oregon
$2.7M -$53.7K -1,900 -2%
CL
10
CSS LLC
Illinois
$2.58M +$1.19M +42,253 +81%
UCI
11
Uncommon Cents Investing
Wisconsin
$1.29M +$71K +2,512 +6%
Morgan Stanley
12
Morgan Stanley
New York
$987K -$19.2K -678 -2%
PVWM
13
Point View Wealth Management
New Jersey
$876K -$22.7K -803 -2%
WAM
14
Wolverine Asset Management
Illinois
$852K +$460K +16,274 +110%
MAA
15
Mraz Amerine & Associates
California
$787K
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$771K +$23.9K +846 +3%
MIC
17
Meridian Investment Counsel
California
$631K
VIM
18
Vista Investment Management
Pennsylvania
$237K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$235K +$11.3K +401 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$201K +$207K +7,338 New
UBS Group
21
UBS Group
Switzerland
$163K +$55K +1,945 +49%
Bank of America
22
Bank of America
North Carolina
$136K +$4.35K +154 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24K -$5.4K -191 -18%
SWM
24
SeaCrest Wealth Management
New York
$8K
NSIM
25
North Star Investment Management
Illinois
$3K

LAQ Hedge Fund Activity: Q1 2018 in Review

26 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Latin America Equity Fund (LAQ) for Q1 2018, worth a combined $152M — up 3.2% from $147M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LAQ and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was Weiss Asset Management, adding an estimated $2.66M. The largest seller was Lazard Asset Management, cutting an estimated $2.96M.

  • 26 institutional investors held Aberdeen Latin America Equity Fund (LAQ) as of Q1 2018, down from 29 in Q4 2017.
  • Funds reported $152M of Aberdeen Latin America Equity Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 2 funds opened new Aberdeen Latin America Equity Fund positions in Q1 2018 and 5 closed out, a net change of -3 holders.
  • The largest Aberdeen Latin America Equity Fund buyer in Q1 2018 was Weiss Asset Management, an estimated $2.66M added.
  • The largest Aberdeen Latin America Equity Fund seller in Q1 2018 was Lazard Asset Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2018.