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CAF

Morgan Stanley China A Share Fund
CAF

31 hedge funds and large institutions have $154M invested in Morgan Stanley China A Share Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

31% more call options, than puts

Call options by funds: $17K | Put options by funds: $13K

7% more funds holding

Funds holding: 29 → 31 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7% less ownership

Funds ownership: 78.3% → 71.3% (-7%)

16% less capital invested

Capital invested by funds: $184M → $154M (-$29.8M)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
9
Reduced
9
Closed
1
Calls
$17K
Puts
$13K
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$509K
2
Morgan Stanley
Morgan Stanley
New York
+$414K
3
Cohen & Steers
Cohen & Steers
New York
+$352K
4
Stifel Financial
Stifel Financial
Missouri
+$334K
5
Calamos Advisors
Calamos Advisors
Illinois
+$146K

Top Sellers

1
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$9.3M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.24M
3
COLIM
City of London Investment Management
United Kingdom
-$2.72M
4
Lazard Asset Management
Lazard Asset Management
New York
-$1.81M
5
KIM
Karpus Investment Management
New York
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$68.2M -$2.72M -208,600 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$28.9M -$3.24M -248,567 -10%
Lazard Asset Management
3
Lazard Asset Management
New York
$28.4M -$1.81M -139,239 -6%
1CP
4
1607 Capital Partners
Virginia
$11.7M -$451K -34,630 -4%
KIM
5
Karpus Investment Management
New York
$7.77M -$615K -47,237 -7%
MC
6
Matisse Capital
Oregon
$2.9M – – –
WAM
7
Wolverine Asset Management
Illinois
$1.04M +$509K +39,075 +88%
OMC
8
Oasis Management Company
Cayman Islands
$831K – – –
QC
9
Quantedge Capital
Singapore
$774K +$21.5K +1,650 +3%
Morgan Stanley
10
Morgan Stanley
New York
$658K +$414K +31,773 +151%
SFS
11
Shaker Financial Services
Virginia
$468K +$84.7K +6,500 +21%
CL
12
CSS LLC
Illinois
$372K +$15.6K +1,200 +4%
Cohen & Steers
13
Cohen & Steers
New York
$336K +$352K +27,000 New
Stifel Financial
14
Stifel Financial
Missouri
$320K +$334K +25,650 New
SO
15
STRS Ohio
Ohio
$297K – – –
DWM
16
Dakota Wealth Management
Florida
$257K +$10.9K +840 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$187K -$17.1K -1,310 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$178K +$90.9K +6,976 +95%
Calamos Advisors
19
Calamos Advisors
Illinois
$140K +$146K +11,235 New
Raymond James Financial
20
Raymond James Financial
Florida
$138K +$144K +11,058 New
HighTower Advisors
21
HighTower Advisors
Illinois
$129K -$45.7K -3,506 -25%
Osaic Holdings
22
Osaic Holdings
Arizona
$121K +$156 +12 +0.1%
UBS Group
23
UBS Group
Switzerland
$52.9K +$33.7K +2,587 +156%
Wells Fargo
24
Wells Fargo
California
$32.9K – – –
Comerica Bank
25
Comerica Bank
Texas
$27.8K – – –
1
2

CAF Hedge Fund Activity: Q4 2024 in Review

31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley China A Share Fund (CAF) for Q4 2024, worth a combined $154M — down 16% from $184M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CAF positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $509K. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $9.3M sold.

  • 31 institutional investors held Morgan Stanley China A Share Fund (CAF) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $154M of Morgan Stanley China A Share Fund stock for Q4 2024, down 16% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley China A Share Fund positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest Morgan Stanley China A Share Fund buyer in Q4 2024 was Wolverine Asset Management, an estimated $509K added.
  • The largest Morgan Stanley China A Share Fund seller in Q4 2024 was Ohio Public Employees Retirement System (OPERS), an estimated $9.3M sold.

Based on aggregated 13F filings for Q4 2024.