Morgan Stanley India Investment Fund
IIF
47 hedge funds and large institutions have $148M invested in Morgan Stanley India Investment Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
12% more funds holding
Funds holding: 42 → 47 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
4% less capital invested
Capital invested by funds: $155M → $148M (-$6.71M)
3.04% less ownership
Funds ownership: 36.73% → 33.69% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.44M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.36M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$886K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$638K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$10.7M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$5.57M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$3.65M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$392K |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$384K |
IIF Hedge Fund Activity: Q1 2015 in Review
47 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2015, worth a combined $148M — down 4.3% from $155M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IIF positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.44M. The largest seller was Lazard Asset Management, cutting an estimated $10.7M.
- 47 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2015, up from 42 in Q4 2014.
- Funds reported $148M of Morgan Stanley India Investment Fund stock for Q1 2015, down 4.3% quarter-over-quarter.
- 9 funds opened new Morgan Stanley India Investment Fund positions in Q1 2015 and 4 closed out, a net change of +5 holders.
- The largest Morgan Stanley India Investment Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $2.44M added.
- The largest Morgan Stanley India Investment Fund seller in Q1 2015 was Lazard Asset Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2015.