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IIF

Morgan Stanley India Investment Fund

43 hedge funds and large institutions have $216M invested in Morgan Stanley India Investment Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

6% more capital invested

Capital invested by funds: $205M → $216M (+$11.3M)

2% more funds holding

Funds holding: 4243 (+1)

0.1% less ownership

Funds ownership: 44%43.89% (-0.1%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$333K -$16.6K -479 -5%
Wells Fargo
27
Wells Fargo
California
$306K +$146K +4,217 +89%
GAM
28
Gould Asset Management
California
$298K -$7.17K -207 -2%
DA
29
Doliver Advisors
Texas
$273K +$276K +7,961 New
SIA
30
SeaBridge Investment Advisors
New Jersey
$245K +$27K +779 +12%
AA
31
Ancora Advisors
Ohio
$238K
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$126K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$120K +$122K +3,510 New
TRCT
34
Tower Research Capital (TRC)
New York
$73K +$73.6K +2,124 New
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$72K
CFD
36
Creative Financial Designs
Indiana
$56K
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$39K
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$17K
Deutsche Bank
39
Deutsche Bank
Germany
$13K
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
Citigroup
41
Citigroup
New York
$10K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$8K
US Bancorp
43
US Bancorp
Minnesota
$1K
Creative Planning
44
Creative Planning
Kansas
-$76K -2,357 Closed
CPIG
45
Chicago Partners Investment Group
Illinois
-$22K -842 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
-$6K -200 Closed

IIF Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q3 2017, worth a combined $216M — up 5.5% from $205M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IIF positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.79M. The largest seller was City of London Investment Management, cutting an estimated $2.03M.

  • 43 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q3 2017, up from 42 in Q2 2017.
  • Funds reported $216M of Morgan Stanley India Investment Fund stock for Q3 2017, up 5.5% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q3 2017 was Cornerstone Advisors, an estimated $1.79M added.
  • The largest Morgan Stanley India Investment Fund seller in Q3 2017 was City of London Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2017.