IIF

Morgan Stanley India Investment Fund
IIF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.4M
2
DA
Doliver Advisors
Texas
$1.34M
3
WAM
Wolverine Asset Management
Illinois
$872K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.47M
5
RJA
Raymond James & Associates
Florida
$829K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$6.07M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$16.3M
3
COLIM
City of London Investment Management
United Kingdom
$79M
4
HCM
Hollencrest Capital Management
California
$0
5
NSAM
North Star Asset Management
Wisconsin
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
26
BRR OpCo
Ohio
$433K – – –
GAM
27
Gould Asset Management
California
$371K -$38.7K -1,385 -9%
Wells Fargo
28
Wells Fargo
California
$327K +$82.5K +2,961 +34%
KCM
29
Kempner Capital Management
Texas
$309K -$206K -7,400 -40%
OC
30
Oppenheimer & Co
New York
$262K – – –
Morgan Stanley
31
Morgan Stanley
New York
$223K +$50.4K +1,810 +29%
AA
32
Ancora Advisors
Ohio
$202K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$166K +$83K +3,002 +100%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$138K -$5.56K -200 -4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$127K – – –
NFA
36
Nationwide Fund Advisors
Ohio
$85K +$85K +3,050 New
GWM
37
Gupta Wealth Management
California
$57K +$57K +2,050 New
AIG
38
American International Group
New York
$55.9K +$44.6K +1,600 +395%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$31K – – –
Citigroup
40
Citigroup
New York
$15K +$15K +530 New
KTC
41
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
BWA
42
Burt Wealth Advisors
Maryland
$14K – – –
CFN
43
Cordasco Financial Network
Florida
$12K +$6.07K +225 +102%
Creative Planning
44
Creative Planning
Kansas
$9K -$879 -30 -9%
TRCT
45
Tower Research Capital (TRC)
New York
$7K +$7K +262 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$6K – – –
BRWM
47
B. Riley Wealth Management
Tennessee
$5K – – –
US Bancorp
48
US Bancorp
Minnesota
$2K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$445 -16,576 Closed
HCM
50
Hollencrest Capital Management
California
– -$392K -14,579 Closed
1
2
3