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CAF

Morgan Stanley China A Share Fund
CAF

43 hedge funds and large institutions have $285M invested in Morgan Stanley China A Share Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $258M → $285M (+$27.1M)

2% more funds holding

Funds holding: 42 → 43 (+1)

1.26% more ownership

Funds ownership: 60.38% → 61.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
11
Closed
5
Calls
$88K
Puts
–
Net Calls
+$88K
Net Calls Change
-$172K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.48M
2
CA
Cornerstone Advisors
North Carolina
+$2.73M
3
MC
Matisse Capital
Oregon
+$2.04M
4
PCP
Proficio Capital Partners
Massachusetts
+$1.46M
5
1CP
1607 Capital Partners
Virginia
+$494K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$4.58M
2
6M
6 Meridian
Kansas
-$1.89M
3
WAM
Wolverine Asset Management
Illinois
-$882K
4
CCP
Clough Capital Partners
Massachusetts
-$698K
5
LCM
Landscape Capital Management
New Jersey
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$138K +$93.2K +4,334 +198%
MM
27
Main Management
California
$106K – – –
WT
28
Whittier Trust
California
$106K +$108K +5,000 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$68K – – –
Barclays
30
Barclays
United Kingdom
$47K – – –
ASN
31
Advisory Services Network
Georgia
$24K +$24.2K +1,124 New
JC
32
JBF Capital
Colorado
$21K +$21.5K +1,000 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15K – – –
GWM
34
Geneos Wealth Management
Colorado
$10K – – –
BWA
35
BDO Wealth Advisors
Florida
$8K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$6K – – –
QCMC
37
Quantum Capital Management (California)
California
$5K – – –
Group One Trading
38
Group One Trading
Illinois
$4K +$4.3K +200 New
APA
39
American Portfolios Advisors
New York
$2.11K – – –
Citigroup
40
Citigroup
New York
$2K – – –
TFA
41
Toth Financial Advisory
Virginia
$2K – – –
TC
42
Truvestments Capital
Florida
$2K – – –
6M
43
6 Meridian
Kansas
– -$1.89M -96,926 Closed
CCP
44
Clough Capital Partners
Massachusetts
– -$698K -35,800 Closed
LCM
45
Landscape Capital Management
New Jersey
– -$356K -18,262 Closed
PAG
46
Private Advisor Group
New Jersey
– -$29K -1,474 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
– -$26K -1,339 Closed
1
2

CAF Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley China A Share Fund (CAF) for Q3 2020, worth a combined $285M — up 10% from $258M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CAF positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.48M. The largest seller was City of London Investment Management, cutting an estimated $4.58M.

  • 43 institutional investors held Morgan Stanley China A Share Fund (CAF) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $285M of Morgan Stanley China A Share Fund stock for Q3 2020, up 10% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley China A Share Fund positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest Morgan Stanley China A Share Fund buyer in Q3 2020 was Wells Fargo, an estimated $7.48M added.
  • The largest Morgan Stanley China A Share Fund seller in Q3 2020 was City of London Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2020.